Logo

WHEELS, LLC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameWHEELS, LLC. RETIREMENT SAVINGS PLAN
Plan identification number 001

WHEELS, LLC. RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

WHEELS, LLC has sponsored the creation of one or more 401k plans.

Company Name:WHEELS, LLC
Employer identification number (EIN):362317983
NAIC Classification:532100
NAIC Description: Automotive Equipment Rental and Leasing

Additional information about WHEELS, LLC

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 2009-09-11
Company Identification Number: 3855057
Legal Registered Office Address: 165 CARLETON AVENUE
Suffolk
EAST ISLIP
United States of America (USA)
11730

More information about WHEELS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHEELS, LLC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MERES FORMOSA
0012016-01-01MERES FORMOSA
0012015-01-01MERES FORMOSA
0012014-01-01JOAN RICHARDS
0012013-01-01JOAN RICHARDS
0012012-01-01JOAN RICHARDS
0012011-01-01JOAN RICHARDS JOAN RICHARDS2012-10-08
0012010-01-01JOAN RICHARDS
0012009-01-01JOAN RICHARDS

Plan Statistics for WHEELS, LLC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for WHEELS, LLC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01959
Total number of active participants reported on line 7a of the Form 55002022-01-01812
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-01189
Total of all active and inactive participants2022-01-011,013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,013
Number of participants with account balances2022-01-01996
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0166
2021: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01942
Total number of active participants reported on line 7a of the Form 55002021-01-01768
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-01182
Total of all active and inactive participants2021-01-01959
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01959
Number of participants with account balances2021-01-01944
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0158
2020: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01937
Total number of active participants reported on line 7a of the Form 55002020-01-01781
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01159
Total of all active and inactive participants2020-01-01941
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01942
Number of participants with account balances2020-01-01940
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0132
2019: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01904
Total number of active participants reported on line 7a of the Form 55002019-01-01762
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-01167
Total of all active and inactive participants2019-01-01936
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01937
Number of participants with account balances2019-01-01926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0158
2018: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01900
Total number of active participants reported on line 7a of the Form 55002018-01-01732
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-01165
Total of all active and inactive participants2018-01-01904
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01904
Number of participants with account balances2018-01-01899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0151
2017: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01896
Total number of active participants reported on line 7a of the Form 55002017-01-01691
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01209
Total of all active and inactive participants2017-01-01900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01900
Number of participants with account balances2017-01-01878
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01823
Total number of active participants reported on line 7a of the Form 55002016-01-01675
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01217
Total of all active and inactive participants2016-01-01892
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01896
Number of participants with account balances2016-01-01864
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0144
2015: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01802
Total number of active participants reported on line 7a of the Form 55002015-01-01622
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01197
Total of all active and inactive participants2015-01-01819
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-01823
Number of participants with account balances2015-01-01804
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0146
2014: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01781
Total number of active participants reported on line 7a of the Form 55002014-01-01618
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01180
Total of all active and inactive participants2014-01-01798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-01802
Number of participants with account balances2014-01-01778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0132
2013: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01795
Total number of active participants reported on line 7a of the Form 55002013-01-01623
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01154
Total of all active and inactive participants2013-01-01777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-01781
Number of participants with account balances2013-01-01753
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0120
2012: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01795
Total number of active participants reported on line 7a of the Form 55002012-01-01621
Number of other retired or separated participants entitled to future benefits2012-01-01172
Total of all active and inactive participants2012-01-01793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01795
Number of participants with account balances2012-01-01774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0126
2011: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01802
Total number of active participants reported on line 7a of the Form 55002011-01-01628
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01164
Total of all active and inactive participants2011-01-01792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01795
Number of participants with account balances2011-01-01778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0130
2010: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01752
Total number of active participants reported on line 7a of the Form 55002010-01-01633
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01169
Total of all active and inactive participants2010-01-01802
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01802
Number of participants with account balances2010-01-01754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0126
2009: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01788
Total number of active participants reported on line 7a of the Form 55002009-01-01607
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01145
Total of all active and inactive participants2009-01-01752
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01752
Number of participants with account balances2009-01-01726
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0137

Financial Data on WHEELS, LLC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : WHEELS, LLC. RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-10,081,575
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,853,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,599,581
Expenses. Certain deemed distributions of participant loans2022-12-31$8,046
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,952,623
Value of total assets at end of year2022-12-31$93,309,593
Value of total assets at beginning of year2022-12-31$111,245,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$246,237
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$154,217
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,735,513
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,735,513
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,100,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,981,496
Participant contributions at end of year2022-12-31$1,640,443
Participant contributions at beginning of year2022-12-31$1,592,402
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$53,096
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$246,237
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-17,935,439
Value of net assets at end of year (total assets less liabilities)2022-12-31$93,309,593
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$111,245,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$87,201,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$105,429,922
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$79,814
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,468,126
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,237,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,237,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$74,403
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,923,928
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$918,031
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$985,047
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,599,581
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST AND YOUNG
Accountancy firm EIN2022-12-31346565596
2021 : WHEELS, LLC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$24,069,780
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,460,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,197,694
Expenses. Certain deemed distributions of participant loans2021-12-31$-641
Value of total corrective distributions2021-12-31$36,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,717,692
Value of total assets at end of year2021-12-31$111,245,032
Value of total assets at beginning of year2021-12-31$94,635,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$226,590
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$95,998
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,595,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,595,470
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,100,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,246,431
Participant contributions at end of year2021-12-31$1,592,402
Participant contributions at beginning of year2021-12-31$1,695,268
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$533,114
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$226,590
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$16,609,355
Value of net assets at end of year (total assets less liabilities)2021-12-31$111,245,032
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$94,635,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$105,429,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$85,999,962
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$95,532
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,237,661
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,936,357
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,936,357
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$466
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,660,620
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$1,938,147
Employer contributions (assets) at end of year2021-12-31$985,047
Employer contributions (assets) at beginning of year2021-12-31$1,004,090
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,197,694
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ERNST AND YOUNG
Accountancy firm EIN2021-12-31346565596
2020 : WHEELS, LLC. RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$18,267,446
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,534,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,316,597
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$35,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,967,772
Value of total assets at end of year2020-12-31$94,635,677
Value of total assets at beginning of year2020-12-31$80,902,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$182,529
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$94,369
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,081,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,081,912
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,100,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,091,156
Participant contributions at end of year2020-12-31$1,695,268
Participant contributions at beginning of year2020-12-31$1,557,873
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$223,806
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$182,529
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$13,732,817
Value of net assets at end of year (total assets less liabilities)2020-12-31$94,635,677
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$80,902,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$85,999,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$76,785,138
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$82,036
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,936,357
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,055,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,055,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$12,333
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,123,393
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$1,652,810
Employer contributions (assets) at end of year2020-12-31$1,004,090
Employer contributions (assets) at beginning of year2020-12-31$504,290
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,316,597
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST AND YOUNG
Accountancy firm EIN2020-12-31346565596
2019 : WHEELS, LLC. RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$20,844,596
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,506,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,312,060
Expenses. Certain deemed distributions of participant loans2019-12-31$1,345
Value of total corrective distributions2019-12-31$27,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,975,218
Value of total assets at end of year2019-12-31$80,902,860
Value of total assets at beginning of year2019-12-31$65,565,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$165,993
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$121,103
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,951,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,951,671
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,100,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,694,548
Participant contributions at end of year2019-12-31$1,557,873
Participant contributions at beginning of year2019-12-31$1,463,828
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$144,838
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$165,993
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$15,337,603
Value of net assets at end of year (total assets less liabilities)2019-12-31$80,902,860
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$65,565,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$76,785,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$61,444,424
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$82,174
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,055,559
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,715,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,715,597
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$38,929
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$12,796,604
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$1,135,832
Employer contributions (assets) at end of year2019-12-31$504,290
Employer contributions (assets) at beginning of year2019-12-31$941,408
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,312,060
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST AND YOUNG
Accountancy firm EIN2019-12-31346565596
2018 : WHEELS, LLC. RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$2,576,255
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,161,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,965,773
Expenses. Certain deemed distributions of participant loans2018-12-31$4,424
Value of total corrective distributions2018-12-31$37,586
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,886,250
Value of total assets at end of year2018-12-31$65,565,257
Value of total assets at beginning of year2018-12-31$67,150,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$153,391
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$103,875
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,961,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,961,823
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,100,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,165,408
Participant contributions at end of year2018-12-31$1,463,828
Participant contributions at beginning of year2018-12-31$1,560,193
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$1,215,313
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$153,391
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-1,584,919
Value of net assets at end of year (total assets less liabilities)2018-12-31$65,565,257
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$67,150,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$61,444,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$63,210,837
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$76,321
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,715,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,490,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,490,428
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$27,554
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,375,693
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$1,505,529
Employer contributions (assets) at end of year2018-12-31$941,408
Employer contributions (assets) at beginning of year2018-12-31$888,718
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,965,773
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ERNST AND YOUNG
Accountancy firm EIN2018-12-31346565596
2017 : WHEELS, LLC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$14,452,184
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,355,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,355,263
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,237,759
Value of total assets at end of year2017-12-31$67,150,176
Value of total assets at beginning of year2017-12-31$62,053,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$100
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$155,713
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,080,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,080,199
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,100,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,563,242
Participant contributions at end of year2017-12-31$1,560,193
Participant contributions at beginning of year2017-12-31$1,388,309
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$43,465
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,806,750
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$300,957
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$334,564
Administrative expenses (other) incurred2017-12-31$100
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$5,096,821
Value of net assets at end of year (total assets less liabilities)2017-12-31$67,150,176
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$62,053,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$63,210,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$32,443,780
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$63,853
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$13,618,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,490,428
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$10,905,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$10,905,592
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$91,860
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,925,325
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$1,718,624
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31Yes
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$1,373,560
Employer contributions (assets) at end of year2017-12-31$888,718
Employer contributions (assets) at beginning of year2017-12-31$846,684
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,355,263
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERNST AND YOUNG
Accountancy firm EIN2017-12-31346565596
2016 : WHEELS, LLC. RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$9,171,147
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,735,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,637,262
Value of total corrective distributions2016-12-31$81,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,324,485
Value of total assets at end of year2016-12-31$62,053,355
Value of total assets at beginning of year2016-12-31$56,617,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,713
Total interest from all sources2016-12-31$107,921
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,655,184
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,655,184
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,100,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,351,857
Participant contributions at end of year2016-12-31$1,388,309
Participant contributions at beginning of year2016-12-31$1,431,268
Participant contributions at end of year2016-12-31$43,465
Participant contributions at beginning of year2016-12-31$24,000
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,806,750
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$2,507,066
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$674,922
Other income not declared elsewhere2016-12-31$278,802
Administrative expenses (other) incurred2016-12-31$13,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$5,435,557
Value of net assets at end of year (total assets less liabilities)2016-12-31$62,053,355
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$56,617,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$2,813
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$32,443,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,118,680
Interest on participant loans2016-12-31$57,417
Value of interest in common/collective trusts at end of year2016-12-31$13,618,775
Value of interest in common/collective trusts at beginning of year2016-12-31$12,739,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$10,905,592
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$9,991,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$9,991,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$50,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$993,645
Net investment gain or loss from common/collective trusts2016-12-31$811,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,297,706
Employer contributions (assets) at end of year2016-12-31$846,684
Employer contributions (assets) at beginning of year2016-12-31$806,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,637,262
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST AND YOUNG
Accountancy firm EIN2016-12-31346565596
2015 : WHEELS, LLC. RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,419,158
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,510,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,432,561
Value of total corrective distributions2015-12-31$60,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,874,269
Value of total assets at end of year2015-12-31$56,617,798
Value of total assets at beginning of year2015-12-31$55,708,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,634
Total interest from all sources2015-12-31$85,842
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,679,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,679,669
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,100,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,117,275
Participant contributions at end of year2015-12-31$1,431,268
Participant contributions at beginning of year2015-12-31$1,433,385
Participant contributions at end of year2015-12-31$24,000
Participant contributions at beginning of year2015-12-31$10,769
Assets. Other investments not covered elsewhere at end of year2015-12-31$2,507,066
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$2,511,096
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$531,173
Other income not declared elsewhere2015-12-31$-129,763
Administrative expenses (other) incurred2015-12-31$13,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$909,094
Value of net assets at end of year (total assets less liabilities)2015-12-31$56,617,798
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$55,708,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,834
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$29,118,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$30,205,327
Interest on participant loans2015-12-31$59,146
Value of interest in common/collective trusts at end of year2015-12-31$12,739,525
Value of interest in common/collective trusts at beginning of year2015-12-31$12,379,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$9,991,091
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$8,558,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$8,558,242
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$26,696
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,010,612
Net investment gain or loss from common/collective trusts2015-12-31$-80,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,225,821
Employer contributions (assets) at end of year2015-12-31$806,168
Employer contributions (assets) at beginning of year2015-12-31$610,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,432,561
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ERNST AND YOUNG
Accountancy firm EIN2015-12-31346565596
2014 : WHEELS, LLC. RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,080,208
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,864,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,847,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,995,757
Value of total assets at end of year2014-12-31$55,708,704
Value of total assets at beginning of year2014-12-31$53,493,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,189
Total interest from all sources2014-12-31$81,654
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,385,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,385,179
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,761,654
Participant contributions at end of year2014-12-31$1,433,385
Participant contributions at beginning of year2014-12-31$1,389,381
Participant contributions at end of year2014-12-31$10,769
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$2,511,096
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$4,077,729
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$258,918
Other income not declared elsewhere2014-12-31$114,315
Administrative expenses (other) incurred2014-12-31$14,450
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$1,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,215,233
Value of net assets at end of year (total assets less liabilities)2014-12-31$55,708,704
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$53,493,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$2,739
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$30,205,327
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$28,052,667
Interest on participant loans2014-12-31$55,108
Value of interest in common/collective trusts at end of year2014-12-31$12,379,337
Value of interest in common/collective trusts at beginning of year2014-12-31$11,069,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$8,558,242
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$8,163,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$8,163,677
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$26,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$815,927
Net investment gain or loss from common/collective trusts2014-12-31$687,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$975,185
Employer contributions (assets) at end of year2014-12-31$610,548
Employer contributions (assets) at beginning of year2014-12-31$735,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,847,786
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST AND YOUNG
Accountancy firm EIN2014-12-31346565596
2013 : WHEELS, LLC. RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$12,387,566
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,395,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,331,595
Value of total corrective distributions2013-12-31$40,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,893,748
Value of total assets at end of year2013-12-31$53,493,471
Value of total assets at beginning of year2013-12-31$45,500,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,776
Total interest from all sources2013-12-31$74,363
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,087,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,087,042
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,694,983
Participant contributions at end of year2013-12-31$1,389,381
Participant contributions at beginning of year2013-12-31$1,144,737
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$32,562
Assets. Other investments not covered elsewhere at end of year2013-12-31$4,077,729
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$4,156,270
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$106,540
Other income not declared elsewhere2013-12-31$362,593
Administrative expenses (other) incurred2013-12-31$16,170
Total non interest bearing cash at end of year2013-12-31$1,577
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,992,489
Value of net assets at end of year (total assets less liabilities)2013-12-31$53,493,471
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$45,500,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$6,606
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$28,052,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$22,956,688
Interest on participant loans2013-12-31$54,036
Value of interest in common/collective trusts at end of year2013-12-31$11,069,146
Value of interest in common/collective trusts at beginning of year2013-12-31$8,577,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$8,163,677
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$7,902,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$7,902,295
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$20,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,850
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,189,227
Net investment gain or loss from common/collective trusts2013-12-31$1,780,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,092,225
Employer contributions (assets) at end of year2013-12-31$735,444
Employer contributions (assets) at beginning of year2013-12-31$726,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,331,595
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST AND YOUNG
Accountancy firm EIN2013-12-31346565596
2012 : WHEELS, LLC. RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$8,074,861
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,418,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,404,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,672,410
Value of total assets at end of year2012-12-31$45,500,982
Value of total assets at beginning of year2012-12-31$40,844,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,140
Total interest from all sources2012-12-31$52,542
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$674,008
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$674,008
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,572,601
Participant contributions at end of year2012-12-31$1,144,737
Participant contributions at beginning of year2012-12-31$1,091,524
Participant contributions at end of year2012-12-31$32,562
Participant contributions at beginning of year2012-12-31$54,107
Assets. Other investments not covered elsewhere at end of year2012-12-31$4,156,270
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$4,007,738
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$38,045
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,839
Other income not declared elsewhere2012-12-31$285,026
Administrative expenses (other) incurred2012-12-31$14,140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,656,298
Value of net assets at end of year (total assets less liabilities)2012-12-31$45,500,982
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$40,844,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$22,956,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,449,073
Interest on participant loans2012-12-31$49,307
Value of interest in common/collective trusts at end of year2012-12-31$8,577,690
Value of interest in common/collective trusts at beginning of year2012-12-31$7,217,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$7,902,295
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$7,231,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$7,231,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$34,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,334,228
Net investment gain or loss from common/collective trusts2012-12-31$1,056,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,061,764
Employer contributions (assets) at end of year2012-12-31$726,906
Employer contributions (assets) at beginning of year2012-12-31$756,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,404,423
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST AND YOUNG
Accountancy firm EIN2012-12-31346565596
2011 : WHEELS, LLC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,008,204
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,906,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,861,563
Value of total corrective distributions2011-12-31$31,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,531,423
Value of total assets at end of year2011-12-31$40,844,684
Value of total assets at beginning of year2011-12-31$39,742,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,460
Total interest from all sources2011-12-31$51,397
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$736,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$736,406
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,448,546
Participant contributions at end of year2011-12-31$1,091,524
Participant contributions at beginning of year2011-12-31$1,006,187
Participant contributions at end of year2011-12-31$54,107
Participant contributions at beginning of year2011-12-31$52,285
Assets. Other investments not covered elsewhere at end of year2011-12-31$4,007,738
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,921,394
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,173
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,839
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,962
Other income not declared elsewhere2011-12-31$-74,597
Administrative expenses (other) incurred2011-12-31$13,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,102,099
Value of net assets at end of year (total assets less liabilities)2011-12-31$40,844,684
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$39,742,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$21,008
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,449,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$19,999,245
Interest on participant loans2011-12-31$48,261
Value of interest in common/collective trusts at end of year2011-12-31$7,217,770
Value of interest in common/collective trusts at beginning of year2011-12-31$7,465,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$7,231,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,533,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,533,632
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$34,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$38,386
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-966,519
Net investment gain or loss from common/collective trusts2011-12-31$-269,906
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,076,704
Employer contributions (assets) at end of year2011-12-31$756,497
Employer contributions (assets) at beginning of year2011-12-31$702,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,860,543
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG
Accountancy firm EIN2011-12-31346565596
2010 : WHEELS, LLC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,565,236
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,423,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,400,846
Value of total corrective distributions2010-12-31$10,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,704,937
Value of total assets at end of year2010-12-31$39,742,585
Value of total assets at beginning of year2010-12-31$33,600,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,920
Total interest from all sources2010-12-31$48,316
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$335,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$335,436
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,282,462
Participant contributions at end of year2010-12-31$1,006,187
Participant contributions at beginning of year2010-12-31$789,820
Participant contributions at end of year2010-12-31$52,285
Participant contributions at beginning of year2010-12-31$42,151
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,921,394
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,541,542
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$424,730
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,962
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$892
Other income not declared elsewhere2010-12-31$281,071
Administrative expenses (other) incurred2010-12-31$11,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$6,141,815
Value of net assets at end of year (total assets less liabilities)2010-12-31$39,742,585
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$33,600,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$21,008
Assets. partnership/joint venture interests at beginning of year2010-12-31$18,233
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$19,999,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$16,431,844
Interest on participant loans2010-12-31$46,856
Value of interest in common/collective trusts at end of year2010-12-31$7,465,532
Value of interest in common/collective trusts at beginning of year2010-12-31$5,721,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,533,632
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,343,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,343,018
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,460
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$38,386
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$37,990
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$1,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,264,200
Net investment gain or loss from common/collective trusts2010-12-31$931,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$997,745
Employer contributions (assets) at end of year2010-12-31$702,954
Employer contributions (assets) at beginning of year2010-12-31$673,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,399,826
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG
Accountancy firm EIN2010-12-31346565596
2009 : WHEELS, LLC. RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WHEELS, LLC. RETIREMENT SAVINGS PLAN

2022: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01This submission is the final filingNo
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WHEELS, LLC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60097 )
Policy contract numberVARIOUS
Policy instance 2
Insurance contract or identification numberVARIOUS
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60097 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 2
Insurance contract or identification numberVARIOUS
Number of Individuals Covered3
Insurance policy start date2010-09-01
Insurance policy end date2011-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN GENERAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60097 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVARIOUS
Policy instance 2
Insurance contract or identification numberVARIOUS
Number of Individuals Covered3
Insurance policy start date2009-09-01
Insurance policy end date2010-08-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1