MAHALAK AUTO GROUP 401(K) PLAN has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MAHALAK AUTO GROUP 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : MAHALAK AUTO GROUP 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $32,453 |
| Total income from all sources (including contributions) | 2023-12-31 | $2,539,316 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $1,311,200 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $1,214,750 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $5,863 |
| Value of total corrective distributions | 2023-12-31 | $35,143 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,364,367 |
| Value of total assets at end of year | 2023-12-31 | $10,758,710 |
| Value of total assets at beginning of year | 2023-12-31 | $9,563,047 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $55,444 |
| Total interest from all sources | 2023-12-31 | $77,141 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $45,975 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $45,975 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,042,546 |
| Participant contributions at end of year | 2023-12-31 | $342,566 |
| Participant contributions at beginning of year | 2023-12-31 | $247,072 |
| Participant contributions at end of year | 2023-12-31 | $30,157 |
| Participant contributions at beginning of year | 2023-12-31 | $15,939 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $39,061 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $32,453 |
| Other income not declared elsewhere | 2023-12-31 | $32,453 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,228,116 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $10,758,710 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $9,530,594 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $1,906,612 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $1,398,850 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $3,898,856 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $3,487,585 |
| Interest on participant loans | 2023-12-31 | $22,367 |
| Interest earned on other investments | 2023-12-31 | $54,774 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $1,998,949 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $1,669,266 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $2,571,645 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $2,737,116 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $192,333 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $380,153 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $446,894 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $282,760 |
| Employer contributions (assets) at end of year | 2023-12-31 | $9,925 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $7,219 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $1,214,750 |
| Contract administrator fees | 2023-12-31 | $55,444 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | FENNER, MELSTROM & DOOLING |
| Accountancy firm EIN | 2023-12-31 | 381402622 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $32,453 |
| Total income from all sources (including contributions) | 2023-01-01 | $2,539,316 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $1,311,200 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $1,214,750 |
| Expenses. Certain deemed distributions of participant loans | 2023-01-01 | $5,863 |
| Value of total corrective distributions | 2023-01-01 | $35,143 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $1,364,367 |
| Value of total assets at end of year | 2023-01-01 | $10,758,710 |
| Value of total assets at beginning of year | 2023-01-01 | $9,563,047 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $55,444 |
| Total interest from all sources | 2023-01-01 | $77,141 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $45,975 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $45,975 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,042,546 |
| Participant contributions at end of year | 2023-01-01 | $342,566 |
| Participant contributions at beginning of year | 2023-01-01 | $247,072 |
| Participant contributions at end of year | 2023-01-01 | $30,157 |
| Participant contributions at beginning of year | 2023-01-01 | $15,939 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $39,061 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-01 | $32,453 |
| Other income not declared elsewhere | 2023-01-01 | $32,453 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,228,116 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $10,758,710 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $9,530,594 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $1,906,612 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $1,398,850 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $3,898,856 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $3,487,585 |
| Interest on participant loans | 2023-01-01 | $22,367 |
| Interest earned on other investments | 2023-01-01 | $54,774 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $1,998,949 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $1,669,266 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $2,571,645 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $2,737,116 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $192,333 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $380,153 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $446,894 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $282,760 |
| Employer contributions (assets) at end of year | 2023-01-01 | $9,925 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $7,219 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $1,214,750 |
| Contract administrator fees | 2023-01-01 | $55,444 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | FENNER, MELSTROM & DOOLING |
| Accountancy firm EIN | 2023-01-01 | 381402622 |
| 2022 : MAHALAK AUTO GROUP 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets to this plan | 2022-12-31 | $4,941,778 |
| 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 |
| Total income from all sources (including contributions) | 2022-12-31 | $294,981 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $1,296,213 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,239,194 |
| Value of total corrective distributions | 2022-12-31 | $7,008 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,540,125 |
| Value of total assets at end of year | 2022-12-31 | $9,562,618 |
| Value of total assets at beginning of year | 2022-12-31 | $5,622,072 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $50,011 |
| Total interest from all sources | 2022-12-31 | $57,691 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $33,677 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $33,677 |
| Was this plan covered by a fidelity bond | 2022-12-31 | No |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $1,141,133 |
| Participant contributions at end of year | 2022-12-31 | $246,643 |
| Participant contributions at beginning of year | 2022-12-31 | $137,802 |
| Participant contributions at end of year | 2022-12-31 | $15,939 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $94,313 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $1,649 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $32,453 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-1,001,232 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $9,562,618 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,622,072 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,398,850 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,484,270 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $3,487,585 |
| Interest on participant loans | 2022-12-31 | $11,830 |
| Interest earned on other investments | 2022-12-31 | $45,861 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,669,266 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $2,737,116 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-623,181 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-379,194 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-334,137 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $304,679 |
| Employer contributions (assets) at end of year | 2022-12-31 | $7,219 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,237,545 |
| Contract administrator fees | 2022-12-31 | $50,011 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Qualified |
| Accountancy firm name | 2022-12-31 | FENNER, MELSTROM & DOOLING |
| Accountancy firm EIN | 2022-12-31 | 381402622 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total transfer of assets to this plan | 2022-01-01 | $4,941,778 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $294,981 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $1,296,213 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $1,239,194 |
| Value of total corrective distributions | 2022-01-01 | $7,008 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,540,125 |
| Value of total assets at end of year | 2022-01-01 | $9,562,618 |
| Value of total assets at beginning of year | 2022-01-01 | $5,622,072 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $50,011 |
| Total interest from all sources | 2022-01-01 | $57,691 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $33,677 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $33,677 |
| Was this plan covered by a fidelity bond | 2022-01-01 | No |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $1,141,133 |
| Participant contributions at end of year | 2022-01-01 | $246,643 |
| Participant contributions at beginning of year | 2022-01-01 | $137,802 |
| Participant contributions at end of year | 2022-01-01 | $15,939 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $94,313 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-01-01 | $1,649 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $32,453 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-1,001,232 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $9,562,618 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $5,622,072 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $1,398,850 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $5,484,270 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $3,487,585 |
| Interest on participant loans | 2022-01-01 | $11,830 |
| Interest earned on other investments | 2022-01-01 | $45,861 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $1,669,266 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $2,737,116 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-623,181 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-379,194 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-334,137 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $304,679 |
| Employer contributions (assets) at end of year | 2022-01-01 | $7,219 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $1,237,545 |
| Contract administrator fees | 2022-01-01 | $50,011 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 2 |
| Accountancy firm name | 2022-01-01 | FENNER, MELSTROM & DOOLING |
| Accountancy firm EIN | 2022-01-01 | 381402622 |
| 2009 : MAHALAK AUTO GROUP 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
