PLANT CITY AUTOMOTIVE, INC has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : KIA OF LAGRANGE 401(K) PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $7,872 |
Total of all expenses incurred | 2022-12-31 | $40,720 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $31,690 |
Value of total corrective distributions | 2022-12-31 | $2,689 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $166,707 |
Value of total assets at end of year | 2022-12-31 | $954,385 |
Value of total assets at beginning of year | 2022-12-31 | $987,233 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $6,341 |
Total interest from all sources | 2022-12-31 | $2,486 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $6,341 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $166,707 |
Participant contributions at end of year | 2022-12-31 | $52,051 |
Participant contributions at beginning of year | 2022-12-31 | $67,369 |
Participant contributions at end of year | 2022-12-31 | $6,496 |
Participant contributions at beginning of year | 2022-12-31 | $13,897 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-32,848 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $954,385 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $987,233 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $893,949 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $904,877 |
Interest on participant loans | 2022-12-31 | $2,486 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,889 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,090 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-161,321 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $31,690 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | J. K. BOATWRIGHT & CO. P.C. |
Accountancy firm EIN | 2022-12-31 | 581361259 |
2021 : KIA OF LAGRANGE 401(K) PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $342,515 |
Total of all expenses incurred | 2021-12-31 | $641,296 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $631,626 |
Value of total corrective distributions | 2021-12-31 | $2,194 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $161,968 |
Value of total assets at end of year | 2021-12-31 | $987,233 |
Value of total assets at beginning of year | 2021-12-31 | $1,286,014 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $7,476 |
Total interest from all sources | 2021-12-31 | $1,366 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $140,310 |
Participant contributions at end of year | 2021-12-31 | $67,369 |
Participant contributions at beginning of year | 2021-12-31 | $13,512 |
Participant contributions at end of year | 2021-12-31 | $13,897 |
Participant contributions at beginning of year | 2021-12-31 | $2,810 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $21,288 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-298,781 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $987,233 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,286,014 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $904,877 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,268,442 |
Interest on participant loans | 2021-12-31 | $1,366 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,090 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,250 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $179,181 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $370 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $631,626 |
Contract administrator fees | 2021-12-31 | $7,476 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | J. K. BOATWRIGHT & CO. P.C. |
Accountancy firm EIN | 2021-12-31 | 581361259 |
2020 : KIA OF LAGRANGE 401(K) PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $347,623 |
Total of all expenses incurred | 2020-12-31 | $123,200 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $114,755 |
Value of total corrective distributions | 2020-12-31 | $3,027 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $148,550 |
Value of total assets at end of year | 2020-12-31 | $1,286,014 |
Value of total assets at beginning of year | 2020-12-31 | $1,061,591 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $5,418 |
Total interest from all sources | 2020-12-31 | $1,087 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $150,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $148,550 |
Participant contributions at end of year | 2020-12-31 | $13,512 |
Participant contributions at beginning of year | 2020-12-31 | $25,519 |
Participant contributions at end of year | 2020-12-31 | $2,810 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $224,423 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,286,014 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,061,591 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,268,442 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,035,604 |
Interest on participant loans | 2020-12-31 | $1,087 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,250 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $468 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $197,986 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $114,755 |
Contract administrator fees | 2020-12-31 | $5,418 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | J. K. BOATWRIGHT & CO. P.C. |
Accountancy firm EIN | 2020-12-31 | 581361259 |
2019 : KIA OF LAGRANGE 401(K) PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $432,780 |
Total income from all sources (including contributions) | 2019-12-31 | $432,780 |
Total of all expenses incurred | 2019-12-31 | $87,387 |
Total of all expenses incurred | 2019-12-31 | $87,387 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $77,038 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $77,038 |
Value of total corrective distributions | 2019-12-31 | $4,292 |
Value of total corrective distributions | 2019-12-31 | $4,292 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $251,066 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $251,066 |
Value of total assets at end of year | 2019-12-31 | $1,061,591 |
Value of total assets at end of year | 2019-12-31 | $1,061,591 |
Value of total assets at beginning of year | 2019-12-31 | $716,198 |
Value of total assets at beginning of year | 2019-12-31 | $716,198 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,057 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $6,057 |
Total interest from all sources | 2019-12-31 | $1,388 |
Total interest from all sources | 2019-12-31 | $1,388 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $125,000 |
Value of fidelity bond cover | 2019-12-31 | $125,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $192,095 |
Contributions received from participants | 2019-12-31 | $192,095 |
Participant contributions at end of year | 2019-12-31 | $25,519 |
Participant contributions at end of year | 2019-12-31 | $25,519 |
Participant contributions at beginning of year | 2019-12-31 | $20,056 |
Participant contributions at beginning of year | 2019-12-31 | $20,056 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $58,971 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $58,971 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $345,393 |
Value of net income/loss | 2019-12-31 | $345,393 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,061,591 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,061,591 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $716,198 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $716,198 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,035,604 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,035,604 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $696,009 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $696,009 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $1,388 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $1,388 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $468 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $468 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $133 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $133 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $180,326 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $180,326 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $77,038 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $77,038 |
Contract administrator fees | 2019-12-31 | $6,057 |
Contract administrator fees | 2019-12-31 | $6,057 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | J. K. BOATWRIGHT & CO. P.C. |
Accountancy firm name | 2019-12-31 | J. K. BOATWRIGHT & CO. P.C. |
Accountancy firm EIN | 2019-12-31 | 581361259 |
Accountancy firm EIN | 2019-12-31 | 581361259 |
2018 : KIA OF LAGRANGE 401(K) PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $91,064 |
Total of all expenses incurred | 2018-12-31 | $290,884 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $276,281 |
Value of total corrective distributions | 2018-12-31 | $8,047 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $141,746 |
Value of total assets at end of year | 2018-12-31 | $716,198 |
Value of total assets at beginning of year | 2018-12-31 | $916,018 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $6,556 |
Total interest from all sources | 2018-12-31 | $551 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $125,000 |
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 | $141,746 |
Participant contributions at end of year | 2018-12-31 | $20,056 |
Participant contributions at beginning of year | 2018-12-31 | $18,426 |
Participant contributions at beginning of year | 2018-12-31 | $3,382 |
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 | $-199,820 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $716,198 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $916,018 |
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 | $696,009 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $894,210 |
Interest on participant loans | 2018-12-31 | $551 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $133 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-51,233 |
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 | Yes |
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 | $276,281 |
Contract administrator fees | 2018-12-31 | $6,556 |
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 | J. K. BOATWRIGHT & CO. P.C. |
Accountancy firm EIN | 2018-12-31 | 581361259 |
2017 : KIA OF LAGRANGE 401(K) PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $286,556 |
Total of all expenses incurred | 2017-12-31 | $64,729 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $49,164 |
Value of total corrective distributions | 2017-12-31 | $10,162 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $167,377 |
Value of total assets at end of year | 2017-12-31 | $916,018 |
Value of total assets at beginning of year | 2017-12-31 | $694,191 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,403 |
Total interest from all sources | 2017-12-31 | $369 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $125,000 |
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 | $167,377 |
Participant contributions at end of year | 2017-12-31 | $18,426 |
Participant contributions at beginning of year | 2017-12-31 | $3,211 |
Participant contributions at end of year | 2017-12-31 | $3,382 |
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 | $221,827 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $916,018 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $694,191 |
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 registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $894,210 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $690,980 |
Interest on participant loans | 2017-12-31 | $369 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $118,810 |
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 | $49,164 |
Contract administrator fees | 2017-12-31 | $5,403 |
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 | BEHAR, REID, MELTOM & BROWN, CPAS |
Accountancy firm EIN | 2017-12-31 | 581899972 |