ED BOZARTH CHEV-BUICK-PONT INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ED BOZARTH CHEV-BUICK-PONT INC. NADART SALARY DEFERRAL 401(K) PLAN
401k plan membership statisitcs for ED BOZARTH CHEV-BUICK-PONT INC. NADART SALARY DEFERRAL 401(K) PLAN
Measure | Date | Value |
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2018: ED BOZARTH CHEV-BUICK-PONT INC. NADART SALARY DEFERRAL 401(K) PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 108 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 73 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 8 |
Total of all active and inactive participants | 2018-01-01 | 81 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 81 |
Number of participants with account balances | 2018-01-01 | 60 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 10 |
2017: ED BOZARTH CHEV-BUICK-PONT INC. NADART SALARY DEFERRAL 401(K) PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 128 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 100 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 8 |
Total of all active and inactive participants | 2017-01-01 | 108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 108 |
Number of participants with account balances | 2017-01-01 | 70 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2010: ED BOZARTH CHEV-BUICK-PONT INC. NADART SALARY DEFERRAL 401(K) PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 67 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 59 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 63 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 63 |
Number of participants with account balances | 2010-01-01 | 57 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 5 |
2009: ED BOZARTH CHEV-BUICK-PONT INC. NADART SALARY DEFERRAL 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 63 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 5 |
Total of all active and inactive participants | 2009-01-01 | 70 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 70 |
Number of participants with account balances | 2009-01-01 | 60 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 9 |
Measure | Date | Value |
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2018 : ED BOZARTH CHEV-BUICK-PONT INC. NADART SALARY DEFERRAL 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $77,323 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $230,215 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $221,216 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $307,987 |
Value of total assets at end of year | 2018-12-31 | $2,873,354 |
Value of total assets at beginning of year | 2018-12-31 | $3,026,246 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $8,999 |
Total interest from all sources | 2018-12-31 | $2,163 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $17,147 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $17,147 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $255,184 |
Participant contributions at end of year | 2018-12-31 | $35,390 |
Participant contributions at beginning of year | 2018-12-31 | $22,208 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $3,509 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $52,803 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-152,892 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,873,354 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,026,246 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,825,536 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,991,955 |
Interest on participant loans | 2018-12-31 | $2,163 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $12,428 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $8,574 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $8,574 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-249,974 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $221,216 |
Contract administrator fees | 2018-12-31 | $8,999 |
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 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CASSELL PLAN AUDITS, INC. |
Accountancy firm EIN | 2018-12-31 | 462966358 |
2017 : ED BOZARTH CHEV-BUICK-PONT INC. NADART SALARY DEFERRAL 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $726,069 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $250,670 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $229,940 |
Value of total corrective distributions | 2017-12-31 | $11,710 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $278,123 |
Value of total assets at end of year | 2017-12-31 | $3,026,246 |
Value of total assets at beginning of year | 2017-12-31 | $2,550,847 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $9,020 |
Total interest from all sources | 2017-12-31 | $1,329 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $64,267 |
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 | $64,267 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $400,000 |
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 | $250,834 |
Participant contributions at end of year | 2017-12-31 | $22,208 |
Participant contributions at beginning of year | 2017-12-31 | $34,403 |
Participant contributions at end of year | 2017-12-31 | $3,509 |
Participant contributions at beginning of year | 2017-12-31 | $2,076 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $27,289 |
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 | $475,399 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,026,246 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,550,847 |
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 |
Investment advisory and management fees | 2017-12-31 | $5,482 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $2,991,955 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,506,949 |
Interest on participant loans | 2017-12-31 | $1,252 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $8,574 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $7,419 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $7,419 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $77 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $382,350 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $229,940 |
Contract administrator fees | 2017-12-31 | $3,538 |
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 | CASSELL PLAN AUDITS, INC. |
Accountancy firm EIN | 2017-12-31 | 462966358 |
2010 : ED BOZARTH CHEV-BUICK-PONT INC. NADART SALARY DEFERRAL 401(K) PLAN 2010 401k financial data |
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Transfers to/from the plan | 2010-12-31 | $33,396 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $309,132 |
Expenses. Total of all expenses incurred | 2010-12-31 | $71,235 |
Benefits paid (including direct rollovers) | 2010-12-31 | $65,997 |
Total plan assets at end of year | 2010-12-31 | $1,810,069 |
Total plan assets at beginning of year | 2010-12-31 | $1,538,776 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Total contributions received or receivable from participants | 2010-12-31 | $108,798 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $3,005 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $6,293 |
Other income received | 2010-12-31 | $194,041 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $237,897 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,810,069 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,538,776 |
Assets. Value of participant loans | 2010-12-31 | $42,620 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $2,233 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
2009 : ED BOZARTH CHEV-BUICK-PONT INC. NADART SALARY DEFERRAL 401(K) 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 |
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |