CAVALLO AUTOMOTIVE INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CAVALLO AUTOMOTIVE MEDICAL PLAN
| Measure | Date | Value |
|---|
| 2024 : CAVALLO AUTOMOTIVE MEDICAL PLAN 2024 401k financial data |
|---|
| Total plan liabilities at end of year | 2024-06-30 | $55,287 |
| Total plan liabilities at beginning of year | 2024-06-30 | $35,323 |
| Total income from all sources | 2024-06-30 | $573,783 |
| Expenses. Total of all expenses incurred | 2024-06-30 | $590,000 |
| Benefits paid (including direct rollovers) | 2024-06-30 | $330,409 |
| Total plan assets at end of year | 2024-06-30 | $28,383 |
| Total plan assets at beginning of year | 2024-06-30 | $24,636 |
| Value of fidelity bond covering the plan | 2024-06-30 | $500,000 |
| Total contributions received or receivable from participants | 2024-06-30 | $158,733 |
| Expenses. Other expenses not covered elsewhere | 2024-06-30 | $240,614 |
| Contributions received from other sources (not participants or employers) | 2024-06-30 | $0 |
| Other income received | 2024-06-30 | $1,132 |
| Net income (gross income less expenses) | 2024-06-30 | $-16,217 |
| Net plan assets at end of year (total assets less liabilities) | 2024-06-30 | $-26,904 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-06-30 | $-10,687 |
| Total contributions received or receivable from employer(s) | 2024-06-30 | $413,918 |
| Value of corrective distributions | 2024-06-30 | $11,303 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-06-30 | $7,674 |
| 2023 : CAVALLO AUTOMOTIVE MEDICAL PLAN 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-06-30 | $35,323 |
| Total plan liabilities at beginning of year | 2023-06-30 | $21,168 |
| Total income from all sources | 2023-06-30 | $511,305 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $522,597 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $302,854 |
| Total plan assets at end of year | 2023-06-30 | $24,636 |
| Total plan assets at beginning of year | 2023-06-30 | $21,773 |
| Value of fidelity bond covering the plan | 2023-06-30 | $300,000 |
| Total contributions received or receivable from participants | 2023-06-30 | $133,224 |
| Expenses. Other expenses not covered elsewhere | 2023-06-30 | $201,663 |
| Contributions received from other sources (not participants or employers) | 2023-06-30 | $0 |
| Other income received | 2023-06-30 | $64 |
| Net income (gross income less expenses) | 2023-06-30 | $-11,292 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $-10,687 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $605 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $378,017 |
| Value of corrective distributions | 2023-06-30 | $11,303 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $6,777 |
| 2022 : CAVALLO AUTOMOTIVE MEDICAL PLAN 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-06-30 | $21,168 |
| Total plan liabilities at beginning of year | 2022-06-30 | $18,199 |
| Total income from all sources | 2022-06-30 | $415,233 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $437,334 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $223,683 |
| Total plan assets at end of year | 2022-06-30 | $21,773 |
| Total plan assets at beginning of year | 2022-06-30 | $40,905 |
| Value of fidelity bond covering the plan | 2022-06-30 | $200,000 |
| Total contributions received or receivable from participants | 2022-06-30 | $119,476 |
| Expenses. Other expenses not covered elsewhere | 2022-06-30 | $167,796 |
| Contributions received from other sources (not participants or employers) | 2022-06-30 | $2,095 |
| Other income received | 2022-06-30 | $0 |
| Net income (gross income less expenses) | 2022-06-30 | $-22,101 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $605 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $22,706 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $293,662 |
| Value of corrective distributions | 2022-06-30 | $39,946 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $5,909 |
| 2021 : CAVALLO AUTOMOTIVE MEDICAL PLAN 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-06-30 | $18,199 |
| Total plan liabilities at beginning of year | 2021-06-30 | $24,857 |
| Total income from all sources | 2021-06-30 | $29,703 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $22,212 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $9,713 |
| Total plan assets at end of year | 2021-06-30 | $40,905 |
| Total plan assets at beginning of year | 2021-06-30 | $40,072 |
| Value of fidelity bond covering the plan | 2021-06-30 | $200,000 |
| Total contributions received or receivable from participants | 2021-06-30 | $13,611 |
| Expenses. Other expenses not covered elsewhere | 2021-06-30 | $12,051 |
| Net income (gross income less expenses) | 2021-06-30 | $7,491 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $22,706 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $15,215 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $16,092 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $448 |
| Total plan liabilities at end of year | 2021-05-31 | $24,857 |
| Total plan liabilities at beginning of year | 2021-05-31 | $0 |
| Total income from all sources | 2021-05-31 | $379,929 |
| Expenses. Total of all expenses incurred | 2021-05-31 | $364,714 |
| Benefits paid (including direct rollovers) | 2021-05-31 | $207,746 |
| Total plan assets at end of year | 2021-05-31 | $40,072 |
| Total plan assets at beginning of year | 2021-05-31 | $0 |
| Value of fidelity bond covering the plan | 2021-05-31 | $200,000 |
| Total contributions received or receivable from participants | 2021-05-31 | $121,747 |
| Expenses. Other expenses not covered elsewhere | 2021-05-31 | $151,339 |
| Net income (gross income less expenses) | 2021-05-31 | $15,215 |
| Net plan assets at end of year (total assets less liabilities) | 2021-05-31 | $15,215 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-05-31 | $0 |
| Total contributions received or receivable from employer(s) | 2021-05-31 | $258,182 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-05-31 | $5,629 |
| 2023: CAVALLO AUTOMOTIVE MEDICAL PLAN 2023 form 5500 responses |
|---|
| 2023-07-01 | Type of plan entity | Single employer plan |
| 2023-07-01 | Submission has been amended | No |
| 2023-07-01 | This submission is the final filing | No |
| 2023-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-07-01 | Plan is a collectively bargained plan | No |
| 2023-07-01 | Plan funding arrangement – Insurance | Yes |
| 2023-07-01 | Plan funding arrangement – Trust | Yes |
| 2023-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-07-01 | Plan benefit arrangement - Trust | Yes |
| 2023-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: CAVALLO AUTOMOTIVE MEDICAL PLAN 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Single employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | No |
| 2022-07-01 | Plan funding arrangement – Insurance | Yes |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-07-01 | Plan benefit arrangement - Trust | Yes |
| 2022-07-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: CAVALLO AUTOMOTIVE MEDICAL PLAN 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Single employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | No |
| 2021-07-01 | Plan funding arrangement – Insurance | Yes |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-07-01 | Plan benefit arrangement - Trust | Yes |
| 2021-06-01 | Type of plan entity | Single employer plan |
| 2021-06-01 | Submission has been amended | No |
| 2021-06-01 | This submission is the final filing | No |
| 2021-06-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2021-06-01 | Plan is a collectively bargained plan | No |
| 2021-06-01 | Plan funding arrangement – Insurance | Yes |
| 2021-06-01 | Plan funding arrangement – Trust | Yes |
| 2021-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-06-01 | Plan benefit arrangement - Trust | Yes |
| 2020: CAVALLO AUTOMOTIVE MEDICAL PLAN 2020 form 5500 responses |
|---|
| 2020-06-01 | Type of plan entity | Single employer plan |
| 2020-06-01 | First time form 5500 has been submitted | Yes |
| 2020-06-01 | Submission has been amended | No |
| 2020-06-01 | This submission is the final filing | No |
| 2020-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-06-01 | Plan is a collectively bargained plan | No |
| 2020-06-01 | Plan funding arrangement – Insurance | Yes |
| 2020-06-01 | Plan funding arrangement – Trust | Yes |
| 2020-06-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-06-01 | Plan benefit arrangement - Trust | Yes |
