BOB-BOYD LINCOLN, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BOB-BOYD AUTO FAMILY SALARY DEFERRAL PLAN
Measure | Date | Value |
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2023 : BOB-BOYD AUTO FAMILY SALARY DEFERRAL PLAN 2023 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $2,014,338 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $618,711 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $562,351 |
Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $2,363 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $738,346 |
Value of total assets at end of year | 2023-12-31 | $9,494,185 |
Value of total assets at beginning of year | 2023-12-31 | $8,098,558 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $53,997 |
Total interest from all sources | 2023-12-31 | $12,093 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $204,541 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $204,541 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $621,296 |
Participant contributions at end of year | 2023-12-31 | $209,511 |
Participant contributions at beginning of year | 2023-12-31 | $136,035 |
Participant contributions at end of year | 2023-12-31 | $1,553 |
Participant contributions at beginning of year | 2023-12-31 | $3,756 |
Total non interest bearing cash at end of year | 2023-12-31 | $8,270 |
Total non interest bearing cash at beginning of year | 2023-12-31 | $1,603 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $1,395,627 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $9,494,185 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $8,098,558 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Investment advisory and management fees | 2023-12-31 | $32,496 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $9,274,519 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $7,956,422 |
Interest on participant loans | 2023-12-31 | $12,093 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,059,358 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $117,050 |
Employer contributions (assets) at end of year | 2023-12-31 | $332 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $742 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $562,351 |
Contract administrator fees | 2023-12-31 | $4,820 |
Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2023-12-31 | 251408703 |
2022 : BOB-BOYD AUTO FAMILY SALARY DEFERRAL PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $19,686 |
Total income from all sources (including contributions) | 2022-12-31 | $-746,697 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $386,674 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $332,319 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $782,448 |
Value of total assets at end of year | 2022-12-31 | $8,098,558 |
Value of total assets at beginning of year | 2022-12-31 | $9,251,615 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $54,355 |
Total interest from all sources | 2022-12-31 | $5,735 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $185,874 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $185,874 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
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 | $660,322 |
Participant contributions at end of year | 2022-12-31 | $136,035 |
Participant contributions at beginning of year | 2022-12-31 | $101,628 |
Participant contributions at end of year | 2022-12-31 | $3,756 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $802 |
Total non interest bearing cash at end of year | 2022-12-31 | $1,603 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $3,762 |
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 | $-1,133,371 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,098,558 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,231,929 |
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 |
Investment advisory and management fees | 2022-12-31 | $33,431 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,956,422 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $9,146,225 |
Interest on participant loans | 2022-12-31 | $5,735 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,720,754 |
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 | $121,324 |
Employer contributions (assets) at end of year | 2022-12-31 | $742 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $332,319 |
Contract administrator fees | 2022-12-31 | $20,924 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $19,686 |
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 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2022-12-31 | 251408703 |
2021 : BOB-BOYD AUTO FAMILY SALARY DEFERRAL PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $19,686 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $25,501 |
Total income from all sources (including contributions) | 2021-12-31 | $1,755,833 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $639,082 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $584,685 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $3,694 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $737,591 |
Value of total assets at end of year | 2021-12-31 | $9,251,615 |
Value of total assets at beginning of year | 2021-12-31 | $8,140,679 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $50,703 |
Total interest from all sources | 2021-12-31 | $4,751 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $235,040 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $235,040 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
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 | $618,594 |
Participant contributions at end of year | 2021-12-31 | $101,628 |
Participant contributions at beginning of year | 2021-12-31 | $90,499 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $7,498 |
Total non interest bearing cash at end of year | 2021-12-31 | $3,762 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $1,140 |
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 | $1,116,751 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $9,231,929 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,115,178 |
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 |
Investment advisory and management fees | 2021-12-31 | $18,754 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $9,146,225 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $8,040,595 |
Interest on participant loans | 2021-12-31 | $4,751 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $778,451 |
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 | No |
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 | $118,997 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $947 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $584,685 |
Contract administrator fees | 2021-12-31 | $31,949 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $19,686 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $25,501 |
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 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2021-12-31 | 251408703 |
2020 : BOB-BOYD AUTO FAMILY SALARY DEFERRAL PLAN 2020 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $25,501 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $18,012 |
Total income from all sources (including contributions) | 2020-12-31 | $1,718,817 |
Total of all expenses incurred | 2020-12-31 | $818,789 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $766,867 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $6,165 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $616,735 |
Value of total assets at end of year | 2020-12-31 | $8,140,679 |
Value of total assets at beginning of year | 2020-12-31 | $7,233,162 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $45,757 |
Total interest from all sources | 2020-12-31 | $4,341 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $343,280 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $343,280 |
Administrative expenses professional fees incurred | 2020-12-31 | $11,741 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $449,941 |
Participant contributions at end of year | 2020-12-31 | $90,499 |
Participant contributions at beginning of year | 2020-12-31 | $77,387 |
Participant contributions at end of year | 2020-12-31 | $7,498 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $79,243 |
Total non interest bearing cash at end of year | 2020-12-31 | $1,140 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $13,083 |
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 | $900,028 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,115,178 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,215,150 |
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 |
Investment advisory and management fees | 2020-12-31 | $34,016 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $8,040,595 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $7,141,973 |
Interest on participant loans | 2020-12-31 | $4,341 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $754,461 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $87,551 |
Employer contributions (assets) at end of year | 2020-12-31 | $947 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $719 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $766,867 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $25,501 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $18,012 |
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 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2020-12-31 | 251408703 |
2019 : BOB-BOYD AUTO FAMILY SALARY DEFERRAL PLAN 2019 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $18,012 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $18,012 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $16,215 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $16,215 |
Total income from all sources (including contributions) | 2019-12-31 | $1,645,275 |
Total income from all sources (including contributions) | 2019-12-31 | $1,645,275 |
Total of all expenses incurred | 2019-12-31 | $142,328 |
Total of all expenses incurred | 2019-12-31 | $142,328 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $96,117 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $3,600 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $3,600 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $533,857 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $533,857 |
Value of total assets at end of year | 2019-12-31 | $7,233,162 |
Value of total assets at end of year | 2019-12-31 | $7,233,162 |
Value of total assets at beginning of year | 2019-12-31 | $5,728,418 |
Value of total assets at beginning of year | 2019-12-31 | $5,728,418 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $42,611 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $42,611 |
Total interest from all sources | 2019-12-31 | $4,344 |
Total interest from all sources | 2019-12-31 | $4,344 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $424,890 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $424,890 |
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 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $424,890 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $424,890 |
Administrative expenses professional fees incurred | 2019-12-31 | $10,134 |
Administrative expenses professional fees incurred | 2019-12-31 | $10,134 |
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 | $500,000 |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
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 |
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 | $443,167 |
Contributions received from participants | 2019-12-31 | $443,167 |
Participant contributions at end of year | 2019-12-31 | $77,387 |
Participant contributions at end of year | 2019-12-31 | $77,387 |
Participant contributions at beginning of year | 2019-12-31 | $71,103 |
Participant contributions at beginning of year | 2019-12-31 | $71,103 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $11,728 |
Participant contributions at beginning of year | 2019-12-31 | $11,728 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $19,079 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $19,079 |
Total non interest bearing cash at end of year | 2019-12-31 | $13,083 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $28,738 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $28,738 |
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 | $1,502,947 |
Value of net income/loss | 2019-12-31 | $1,502,947 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,215,150 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,215,150 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,712,203 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,712,203 |
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 |
Investment advisory and management fees | 2019-12-31 | $32,477 |
Investment advisory and management fees | 2019-12-31 | $32,477 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,141,973 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,141,973 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,614,214 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,614,214 |
Interest on participant loans | 2019-12-31 | $4,344 |
Interest on participant loans | 2019-12-31 | $4,344 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $682,184 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $682,184 |
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 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
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 |
Contributions received in cash from employer | 2019-12-31 | $71,611 |
Contributions received in cash from employer | 2019-12-31 | $71,611 |
Employer contributions (assets) at end of year | 2019-12-31 | $719 |
Employer contributions (assets) at end of year | 2019-12-31 | $719 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $2,635 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $2,635 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $96,117 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $96,117 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $18,012 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $18,012 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $16,215 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $16,215 |
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 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm name | 2019-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2019-12-31 | 251408703 |
Accountancy firm EIN | 2019-12-31 | 251408703 |
2018 : BOB-BOYD AUTO FAMILY SALARY DEFERRAL PLAN 2018 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $16,215 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $15,813 |
Total income from all sources (including contributions) | 2018-12-31 | $148,366 |
Total of all expenses incurred | 2018-12-31 | $305,060 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $261,079 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $887 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $511,757 |
Value of total assets at end of year | 2018-12-31 | $5,728,418 |
Value of total assets at beginning of year | 2018-12-31 | $5,884,710 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $43,094 |
Total interest from all sources | 2018-12-31 | $3,231 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $366,266 |
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 | $366,266 |
Administrative expenses professional fees incurred | 2018-12-31 | $11,224 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $435,765 |
Participant contributions at end of year | 2018-12-31 | $71,103 |
Participant contributions at beginning of year | 2018-12-31 | $110,644 |
Participant contributions at end of year | 2018-12-31 | $11,728 |
Participant contributions at beginning of year | 2018-12-31 | $11,151 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,326 |
Total non interest bearing cash at end of year | 2018-12-31 | $28,738 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $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 | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-156,694 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,712,203 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,868,897 |
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 |
Investment advisory and management fees | 2018-12-31 | $31,870 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $5,614,214 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $5,761,358 |
Interest on participant loans | 2018-12-31 | $3,231 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-732,888 |
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 |
Contributions received in cash from employer | 2018-12-31 | $73,666 |
Employer contributions (assets) at end of year | 2018-12-31 | $2,635 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,557 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $261,079 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $16,215 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $15,813 |
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 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2018-12-31 | 251408703 |
2017 : BOB-BOYD AUTO FAMILY SALARY DEFERRAL PLAN 2017 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $15,813 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $9,239 |
Total income from all sources (including contributions) | 2017-12-31 | $1,243,501 |
Total of all expenses incurred | 2017-12-31 | $566,792 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $515,093 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $5,610 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $459,550 |
Value of total assets at end of year | 2017-12-31 | $5,884,710 |
Value of total assets at beginning of year | 2017-12-31 | $5,201,427 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $46,089 |
Total interest from all sources | 2017-12-31 | $2,615 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $190,845 |
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 | $190,845 |
Administrative expenses professional fees incurred | 2017-12-31 | $6,237 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $387,021 |
Participant contributions at end of year | 2017-12-31 | $110,644 |
Participant contributions at beginning of year | 2017-12-31 | $53,814 |
Participant contributions at end of year | 2017-12-31 | $11,151 |
Participant contributions at beginning of year | 2017-12-31 | $13,948 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $6,917 |
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 | $676,709 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,868,897 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,192,188 |
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 | $39,852 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $5,761,358 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $5,132,384 |
Interest on participant loans | 2017-12-31 | $2,615 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $590,491 |
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 |
Contributions received in cash from employer | 2017-12-31 | $65,612 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,557 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,281 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $515,093 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $15,813 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $9,239 |
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 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2017-12-31 | 251408703 |
2016 : BOB-BOYD AUTO FAMILY SALARY DEFERRAL PLAN 2016 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $9,239 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $30,552 |
Total income from all sources (including contributions) | 2016-12-31 | $757,271 |
Total of all expenses incurred | 2016-12-31 | $161,758 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $112,526 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $433,235 |
Value of total assets at end of year | 2016-12-31 | $5,201,427 |
Value of total assets at beginning of year | 2016-12-31 | $4,627,227 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $49,232 |
Total interest from all sources | 2016-12-31 | $2,323 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $153,333 |
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 | $153,333 |
Administrative expenses professional fees incurred | 2016-12-31 | $11,104 |
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 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $369,069 |
Participant contributions at end of year | 2016-12-31 | $53,814 |
Participant contributions at beginning of year | 2016-12-31 | $65,362 |
Participant contributions at end of year | 2016-12-31 | $13,948 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $14,025 |
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 | $595,513 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,192,188 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,596,675 |
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 |
Investment advisory and management fees | 2016-12-31 | $38,128 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $5,132,384 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4,547,840 |
Interest on participant loans | 2016-12-31 | $2,323 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $168,380 |
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 |
Contributions received in cash from employer | 2016-12-31 | $64,166 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,281 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $112,526 |
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 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $9,239 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $30,552 |
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 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2016-12-31 | 251408703 |
2015 : BOB-BOYD AUTO FAMILY SALARY DEFERRAL PLAN 2015 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $30,552 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $34,414 |
Total income from all sources (including contributions) | 2015-12-31 | $380,666 |
Total of all expenses incurred | 2015-12-31 | $341,451 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $292,447 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $803 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $462,870 |
Value of total assets at end of year | 2015-12-31 | $4,627,227 |
Value of total assets at beginning of year | 2015-12-31 | $4,591,874 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $48,201 |
Total interest from all sources | 2015-12-31 | $2,606 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $258,041 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $258,041 |
Administrative expenses professional fees incurred | 2015-12-31 | $11,170 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $396,759 |
Participant contributions at end of year | 2015-12-31 | $65,362 |
Participant contributions at beginning of year | 2015-12-31 | $55,261 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $5,284 |
Total non interest bearing cash at end of year | 2015-12-31 | $14,025 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $659 |
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 | $39,215 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,596,675 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,557,460 |
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 |
Investment advisory and management fees | 2015-12-31 | $37,031 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $4,547,840 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $4,529,832 |
Interest on participant loans | 2015-12-31 | $2,606 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-342,851 |
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 |
Contributions received in cash from employer | 2015-12-31 | $66,111 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $838 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $292,447 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $30,552 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $34,414 |
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 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2015-12-31 | 251408703 |
2014 : BOB-BOYD AUTO FAMILY SALARY DEFERRAL PLAN 2014 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $34,414 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $30,423 |
Total income from all sources (including contributions) | 2014-12-31 | $667,042 |
Total of all expenses incurred | 2014-12-31 | $504,646 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $454,870 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $2,817 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $433,196 |
Value of total assets at end of year | 2014-12-31 | $4,591,874 |
Value of total assets at beginning of year | 2014-12-31 | $4,425,487 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $46,959 |
Total interest from all sources | 2014-12-31 | $2,378 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $216,522 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $216,522 |
Administrative expenses professional fees incurred | 2014-12-31 | $10,941 |
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 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $370,247 |
Participant contributions at end of year | 2014-12-31 | $55,261 |
Participant contributions at beginning of year | 2014-12-31 | $54,240 |
Participant contributions at end of year | 2014-12-31 | $5,284 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Total non interest bearing cash at end of year | 2014-12-31 | $659 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $5,416 |
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 | $162,396 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,557,460 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,395,064 |
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 |
Investment advisory and management fees | 2014-12-31 | $36,018 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $4,529,832 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $4,365,831 |
Interest on participant loans | 2014-12-31 | $2,378 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $14,946 |
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 |
Contributions received in cash from employer | 2014-12-31 | $62,949 |
Employer contributions (assets) at end of year | 2014-12-31 | $838 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $454,870 |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $34,414 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $30,423 |
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 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2014-12-31 | 251408703 |
2013 : BOB-BOYD AUTO FAMILY SALARY DEFERRAL PLAN 2013 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $30,423 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $25,067 |
Total income from all sources (including contributions) | 2013-12-31 | $1,097,769 |
Total of all expenses incurred | 2013-12-31 | $141,903 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $102,095 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $596,035 |
Value of total assets at end of year | 2013-12-31 | $4,425,487 |
Value of total assets at beginning of year | 2013-12-31 | $3,464,265 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $39,808 |
Total interest from all sources | 2013-12-31 | $2,328 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $141,043 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $141,043 |
Administrative expenses professional fees incurred | 2013-12-31 | $9,715 |
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 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $361,927 |
Participant contributions at end of year | 2013-12-31 | $54,240 |
Participant contributions at beginning of year | 2013-12-31 | $56,960 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $406 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $173,239 |
Administrative expenses (other) incurred | 2013-12-31 | $384 |
Total non interest bearing cash at end of year | 2013-12-31 | $5,416 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $12,827 |
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 | $955,866 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,395,064 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,439,198 |
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 |
Investment advisory and management fees | 2013-12-31 | $29,709 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $4,365,831 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $3,391,818 |
Interest on participant loans | 2013-12-31 | $2,328 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $358,363 |
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 |
Contributions received in cash from employer | 2013-12-31 | $60,869 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $2,254 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $102,095 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $30,423 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $25,067 |
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 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2013-12-31 | 251408703 |
2012 : BOB-BOYD AUTO FAMILY SALARY DEFERRAL PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $25,067 |
Total plan liabilities at beginning of year | 2012-12-31 | $19,972 |
Total income from all sources | 2012-12-31 | $718,437 |
Expenses. Total of all expenses incurred | 2012-12-31 | $141,631 |
Benefits paid (including direct rollovers) | 2012-12-31 | $98,718 |
Total plan assets at end of year | 2012-12-31 | $3,459,058 |
Total plan assets at beginning of year | 2012-12-31 | $2,877,157 |
Value of fidelity bond covering the plan | 2012-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2012-12-31 | $330,811 |
Other income received | 2012-12-31 | $328,218 |
Net income (gross income less expenses) | 2012-12-31 | $576,806 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,433,991 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,857,185 |
Assets. Value of participant loans | 2012-12-31 | $56,960 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $59,408 |
Value of certain deemed distributions of participant loans | 2012-12-31 | $2,065 |
Value of corrective distributions | 2012-12-31 | $21,549 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $19,299 |
2011 : BOB-BOYD AUTO FAMILY SALARY DEFERRAL PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $19,972 |
Total plan liabilities at beginning of year | 2011-12-31 | $27,548 |
Total income from all sources | 2011-12-31 | $192,793 |
Expenses. Total of all expenses incurred | 2011-12-31 | $261,271 |
Benefits paid (including direct rollovers) | 2011-12-31 | $214,146 |
Total plan assets at end of year | 2011-12-31 | $2,877,157 |
Total plan assets at beginning of year | 2011-12-31 | $2,953,211 |
Value of fidelity bond covering the plan | 2011-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2011-12-31 | $248,116 |
Other income received | 2011-12-31 | $-103,263 |
Net income (gross income less expenses) | 2011-12-31 | $-68,478 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,857,185 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,925,663 |
Assets. Value of participant loans | 2011-12-31 | $71,987 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $47,940 |
Value of corrective distributions | 2011-12-31 | $28,207 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $18,918 |
2010 : BOB-BOYD AUTO FAMILY SALARY DEFERRAL PLAN 2010 401k financial data |
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Total plan liabilities at end of year | 2010-12-31 | $27,548 |
Total plan liabilities at beginning of year | 2010-12-31 | $33,551 |
Total income from all sources | 2010-12-31 | $627,194 |
Expenses. Total of all expenses incurred | 2010-12-31 | $104,864 |
Benefits paid (including direct rollovers) | 2010-12-31 | $54,509 |
Total plan assets at end of year | 2010-12-31 | $2,953,211 |
Total plan assets at beginning of year | 2010-12-31 | $2,436,884 |
Value of fidelity bond covering the plan | 2010-12-31 | $5,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $215,760 |
Other income received | 2010-12-31 | $371,948 |
Net income (gross income less expenses) | 2010-12-31 | $522,330 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,925,663 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,403,333 |
Assets. Value of participant loans | 2010-12-31 | $73,941 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $39,486 |
Value of corrective distributions | 2010-12-31 | $33,551 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $16,804 |