AVONDALE AUTOMOTIVE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AVONDALE AUTO GROUP 401(K) SAVINGS PLAN
Measure | Date | Value |
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2017 : AVONDALE AUTO GROUP 401(K) SAVINGS PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $419,405 |
Total of all expenses incurred | 2017-12-31 | $138,046 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $100,580 |
Value of total corrective distributions | 2017-12-31 | $24,262 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $244,736 |
Value of total assets at end of year | 2017-12-31 | $1,720,919 |
Value of total assets at beginning of year | 2017-12-31 | $1,439,560 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $13,204 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,398 |
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 | $2,398 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | 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 | $222,142 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $22,594 |
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 | $281,359 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,720,919 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,439,560 |
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 pooled separate accounts at end of year | 2017-12-31 | $1,494,994 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $1,253,706 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $225,925 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $185,854 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $172,271 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $100,580 |
Contract administrator fees | 2017-12-31 | $13,204 |
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 | DONALD M. KRETSCHMAR CPA, PLLC |
Accountancy firm EIN | 2017-12-31 | 273683067 |
2016 : AVONDALE AUTO GROUP 401(K) SAVINGS PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $210,568 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $68,427 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $60,004 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $126,939 |
Value of total assets at end of year | 2016-12-31 | $1,439,560 |
Value of total assets at beginning of year | 2016-12-31 | $1,297,419 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $8,423 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,093 |
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 | $2,093 |
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 | $126,939 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $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 | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $142,141 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,439,560 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,297,419 |
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 pooled separate accounts at end of year | 2016-12-31 | $1,253,706 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $1,078,105 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $185,854 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $219,314 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $81,536 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $60,004 |
Contract administrator fees | 2016-12-31 | $8,423 |
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 | 2016-12-31 | No |
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 | DONALD M. KRETSCHMAR CPA, PLLC |
Accountancy firm EIN | 2016-12-31 | 273683067 |
2015 : AVONDALE AUTO GROUP 401(K) SAVINGS PLAN 2015 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $83,131 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $211,705 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $206,172 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $93,858 |
Value of total assets at end of year | 2015-12-31 | $1,297,419 |
Value of total assets at beginning of year | 2015-12-31 | $1,425,993 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $5,533 |
Total interest from all sources | 2015-12-31 | $2,320 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $89,012 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $4,846 |
Administrative expenses (other) incurred | 2015-12-31 | $5,533 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-128,574 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,297,419 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,425,993 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $1,078,105 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $1,200,557 |
Interest earned on other investments | 2015-12-31 | $2,320 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $219,314 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $225,436 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-13,047 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $206,172 |
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 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | DONALD M. KRETSCHMAR CPA, PLLC |
Accountancy firm EIN | 2015-12-31 | 273683067 |
2014 : AVONDALE AUTO GROUP 401(K) SAVINGS PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $115,694 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $642,674 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $636,283 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $54,934 |
Value of total assets at end of year | 2014-12-31 | $1,425,993 |
Value of total assets at beginning of year | 2014-12-31 | $1,952,973 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $6,391 |
Total interest from all sources | 2014-12-31 | $4,853 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $52,610 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $91 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $2,324 |
Administrative expenses (other) incurred | 2014-12-31 | $6,391 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-526,980 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,425,993 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,952,973 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $1,200,557 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $1,433,973 |
Interest earned on other investments | 2014-12-31 | $4,853 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $225,436 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $518,909 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $55,907 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $636,283 |
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 | 2014-12-31 | Yes |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | DONALD M. KRETSCHMAR CPA, PLLC |
Accountancy firm EIN | 2014-12-31 | 273683067 |
2013 : AVONDALE AUTO GROUP 401(K) SAVINGS PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $516,675 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,536,552 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,528,357 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $124,662 |
Value of total assets at end of year | 2013-12-31 | $1,952,973 |
Value of total assets at beginning of year | 2013-12-31 | $2,972,850 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $8,195 |
Total interest from all sources | 2013-12-31 | $5,438 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $124,662 |
Participant contributions at end of year | 2013-12-31 | $91 |
Participant contributions at beginning of year | 2013-12-31 | $1,203 |
Administrative expenses (other) incurred | 2013-12-31 | $8,195 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-1,019,877 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,952,973 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,972,850 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $1,433,973 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $2,503,424 |
Interest on participant loans | 2013-12-31 | $17 |
Interest earned on other investments | 2013-12-31 | $5,421 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $518,909 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $468,223 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $386,575 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,528,357 |
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 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | DONALD M. KRETSCHMAR CPA, PLLC |
Accountancy firm EIN | 2013-12-31 | 273683067 |
2012 : AVONDALE AUTO GROUP 401(K) SAVINGS PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $739,058 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $631,832 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $618,929 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $387,760 |
Value of total assets at end of year | 2012-12-31 | $2,972,850 |
Value of total assets at beginning of year | 2012-12-31 | $2,865,624 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $12,903 |
Total interest from all sources | 2012-12-31 | $4,111 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $374,940 |
Participant contributions at end of year | 2012-12-31 | $1,203 |
Participant contributions at beginning of year | 2012-12-31 | $4,520 |
Participant contributions at end of year | 2012-12-31 | $0 |
Participant contributions at beginning of year | 2012-12-31 | $12,193 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $12,820 |
Administrative expenses (other) incurred | 2012-12-31 | $12,903 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $107,226 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,972,850 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,865,624 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $2,503,424 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $2,612,411 |
Interest on participant loans | 2012-12-31 | $190 |
Interest earned on other investments | 2012-12-31 | $3,921 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $468,223 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $236,500 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $347,187 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $618,929 |
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 | 2012-12-31 | Yes |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | DONALD M. KRETSCHMAR CPA, PLLC |
Accountancy firm EIN | 2012-12-31 | 273683067 |
2011 : AVONDALE AUTO GROUP 401(K) SAVINGS PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $215,231 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $229,934 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $223,063 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $320,499 |
Value of total assets at end of year | 2011-12-31 | $2,865,624 |
Value of total assets at beginning of year | 2011-12-31 | $2,880,327 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $6,871 |
Total interest from all sources | 2011-12-31 | $6,326 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $320,499 |
Participant contributions at end of year | 2011-12-31 | $4,520 |
Participant contributions at beginning of year | 2011-12-31 | $29,431 |
Participant contributions at end of year | 2011-12-31 | $12,193 |
Participant contributions at beginning of year | 2011-12-31 | $7,547 |
Administrative expenses (other) incurred | 2011-12-31 | $6,871 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-14,703 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,865,624 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,880,327 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $2,612,411 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $2,570,116 |
Interest on participant loans | 2011-12-31 | $1,182 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $5,144 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $236,500 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $273,233 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-111,594 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $223,063 |
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 | 2011-12-31 | Yes |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | RICHARD E. BINGAMAN, CPA |
Accountancy firm EIN | 2011-12-31 | 651194505 |
2010 : AVONDALE AUTO GROUP 401(K) SAVINGS PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $26,758 |
Total income from all sources (including contributions) | 2010-12-31 | $560,050 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $227,999 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $215,800 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $225,238 |
Value of total assets at end of year | 2010-12-31 | $2,880,327 |
Value of total assets at beginning of year | 2010-12-31 | $2,575,034 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $12,199 |
Total interest from all sources | 2010-12-31 | $8,335 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $225,238 |
Participant contributions at end of year | 2010-12-31 | $29,431 |
Participant contributions at beginning of year | 2010-12-31 | $42,548 |
Participant contributions at end of year | 2010-12-31 | $7,547 |
Participant contributions at beginning of year | 2010-12-31 | $3,271 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $332,051 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,880,327 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,548,276 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $26,921 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $2,570,116 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $2,422,227 |
Interest on participant loans | 2010-12-31 | $2,769 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $5,566 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $273,233 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $80,067 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,222 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $325,255 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $215,800 |
Contract administrator fees | 2010-12-31 | $12,199 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $26,758 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | RICHARD E. BINGAMAN, CPA, PC |
Accountancy firm EIN | 2010-12-31 | 651194505 |
2009 : AVONDALE AUTO GROUP 401(K) SAVINGS PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |