CHAMPION CHEVROLET, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHAMPION CHEVROLET, INC. 401(K) PLAN & TRUST
401k plan membership statisitcs for CHAMPION CHEVROLET, INC. 401(K) PLAN & TRUST
Measure | Date | Value |
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2023 : CHAMPION CHEVROLET, INC. 401(K) PLAN & TRUST 2023 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2023-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $12,717 |
Total unrealized appreciation/depreciation of assets | 2023-12-31 | $12,717 |
Total transfer of assets to this plan | 2023-12-31 | $0 |
Total transfer of assets from this plan | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Expenses. Interest paid | 2023-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $2,336,278 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $776,866 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $712,670 |
Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $2,084 |
Value of total corrective distributions | 2023-12-31 | $37,339 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $946,921 |
Value of total assets at end of year | 2023-12-31 | $9,756,187 |
Value of total assets at beginning of year | 2023-12-31 | $8,196,775 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $24,773 |
Total income from rents | 2023-12-31 | $0 |
Total interest from all sources | 2023-12-31 | $11,552 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $479,279 |
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 | $479,086 |
Assets. Real estate other than employer real property at end of year | 2023-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2023-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2023-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2023-12-31 | $0 |
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 | $881,622 |
Participant contributions at end of year | 2023-12-31 | $149,670 |
Participant contributions at beginning of year | 2023-12-31 | $183,752 |
Participant contributions at end of year | 2023-12-31 | $0 |
Participant contributions at beginning of year | 2023-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $65,299 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2023-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2023-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $0 |
Other income not declared elsewhere | 2023-12-31 | $0 |
Administrative expenses (other) incurred | 2023-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2023-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2023-12-31 | $0 |
Total non interest bearing cash at end of year | 2023-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2023-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Income. Non cash contributions | 2023-12-31 | $0 |
Value of net income/loss | 2023-12-31 | $1,559,412 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $9,756,187 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $8,196,775 |
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 |
Assets. partnership/joint venture interests at end of year | 2023-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2023-12-31 | $0 |
Investment advisory and management fees | 2023-12-31 | $8,029 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $9,423,327 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $7,805,135 |
Value of interest in pooled separate accounts at end of year | 2023-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $0 |
Interest on participant loans | 2023-12-31 | $8,988 |
Income. Interest from loans (other than to participants) | 2023-12-31 | $0 |
Interest earned on other investments | 2023-12-31 | $0 |
Income. Interest from US Government securities | 2023-12-31 | $0 |
Income. Interest from corporate debt instruments | 2023-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2023-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2023-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2023-12-31 | $81,612 |
Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $133,844 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $62,322 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $47,698 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $47,698 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $2,564 |
Assets. Value of investments in 103.12 investment entities at end of year | 2023-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2023-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2023-12-31 | $0 |
Asset value of US Government securities at end of year | 2023-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2023-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $882,581 |
Net investment gain/loss from pooled separate accounts | 2023-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2023-12-31 | $3,228 |
Net gain/loss from 103.12 investment entities | 2023-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Assets. Invements in employer securities at end of year | 2023-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2023-12-31 | $0 |
Assets. Value of employer real property at end of year | 2023-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2023-12-31 | $0 |
Contributions received in cash from employer | 2023-12-31 | $0 |
Employer contributions (assets) at end of year | 2023-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $0 |
Income. Dividends from preferred stock | 2023-12-31 | $0 |
Income. Dividends from common stock | 2023-12-31 | $193 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $712,670 |
Asset. Corporate debt instrument preferred debt at end of year | 2023-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2023-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2023-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2023-12-31 | $0 |
Contract administrator fees | 2023-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2023-12-31 | $39,256 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2023-12-31 | $26,346 |
Liabilities. Value of benefit claims payable at end of year | 2023-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2023-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2023-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2023-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2023-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2023-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at end of year | 2023-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2023-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | TEMPLETON & COMPANY, LLP |
Accountancy firm EIN | 2023-12-31 | 141918990 |
2022 : CHAMPION CHEVROLET, INC. 401(K) PLAN & TRUST 2022 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2022-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-9,636 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-9,636 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Expenses. Interest paid | 2022-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-651,101 |
Total loss/gain on sale of assets | 2022-12-31 | $34,782 |
Total of all expenses incurred | 2022-12-31 | $756,935 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $703,345 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of total corrective distributions | 2022-12-31 | $27,165 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $842,711 |
Value of total assets at end of year | 2022-12-31 | $8,196,775 |
Value of total assets at beginning of year | 2022-12-31 | $9,604,811 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $26,425 |
Total income from rents | 2022-12-31 | $0 |
Total interest from all sources | 2022-12-31 | $8,377 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $733,337 |
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 | $733,153 |
Assets. Real estate other than employer real property at end of year | 2022-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2022-12-31 | $0 |
Administrative expenses professional fees incurred | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2022-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $842,711 |
Participant contributions at end of year | 2022-12-31 | $183,752 |
Participant contributions at beginning of year | 2022-12-31 | $175,246 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $0 |
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 year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $0 |
Other income not declared elsewhere | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $26,015 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $0 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Income. Non cash contributions | 2022-12-31 | $0 |
Value of net income/loss | 2022-12-31 | $-1,408,036 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,196,775 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,604,811 |
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 |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $410 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,805,135 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,860,239 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $0 |
Interest on participant loans | 2022-12-31 | $7,679 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Interest earned on other investments | 2022-12-31 | $0 |
Income. Interest from US Government securities | 2022-12-31 | $0 |
Income. Interest from corporate debt instruments | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $133,844 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $64,890 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $47,698 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $33,103 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $33,103 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $698 |
Assets. Value of investments in 103.12 investment entities at end of year | 2022-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,262,511 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $1,839 |
Net gain/loss from 103.12 investment entities | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Assets. Value of employer real property at end of year | 2022-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2022-12-31 | $0 |
Contributions received in cash from employer | 2022-12-31 | $0 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Income. Dividends from preferred stock | 2022-12-31 | $0 |
Income. Dividends from common stock | 2022-12-31 | $184 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $703,345 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Contract administrator fees | 2022-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $26,346 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $471,333 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2022-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2022-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2022-12-31 | $3,457,315 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $3,422,533 |
Liabilities. Value of acquisition indebtedness at end of year | 2022-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2022-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | TEMPLETON & COMPANY, LLP |
Accountancy firm EIN | 2022-12-31 | 141918990 |
2021 : CHAMPION CHEVROLET, INC. 401(K) PLAN & TRUST 2021 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2021-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $26,067 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $26,067 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $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 paid | 2021-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,772,417 |
Total loss/gain on sale of assets | 2021-12-31 | $82,036 |
Total of all expenses incurred | 2021-12-31 | $316,785 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $264,359 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $2,117 |
Value of total corrective distributions | 2021-12-31 | $24,333 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $600,340 |
Value of total assets at end of year | 2021-12-31 | $9,604,811 |
Value of total assets at beginning of year | 2021-12-31 | $8,149,179 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $25,976 |
Total income from rents | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $9,649 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $744,022 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $738,441 |
Assets. Real estate other than employer real property at end of year | 2021-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2021-12-31 | $0 |
Administrative expenses professional fees incurred | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2021-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $598,668 |
Participant contributions at end of year | 2021-12-31 | $175,246 |
Participant contributions at beginning of year | 2021-12-31 | $186,277 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,672 |
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 year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2021-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $25,622 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $0 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Income. Non cash contributions | 2021-12-31 | $0 |
Value of net income/loss | 2021-12-31 | $1,455,632 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $9,604,811 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,149,179 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $0 |
Investment advisory and management fees | 2021-12-31 | $354 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,860,239 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $7,510,825 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
Interest on participant loans | 2021-12-31 | $9,637 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Interest earned on other investments | 2021-12-31 | $0 |
Income. Interest from US Government securities | 2021-12-31 | $0 |
Income. Interest from corporate debt instruments | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $64,890 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $61,464 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $33,103 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $8,356 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $8,356 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $12 |
Assets. Value of investments in 103.12 investment entities at end of year | 2021-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Asset value of US Government securities at end of year | 2021-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $309,390 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $913 |
Net gain/loss from 103.12 investment entities | 2021-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
Assets. Value of employer real property at end of year | 2021-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2021-12-31 | $0 |
Contributions received in cash from employer | 2021-12-31 | $0 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Income. Dividends from preferred stock | 2021-12-31 | $0 |
Income. Dividends from common stock | 2021-12-31 | $5,581 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $264,359 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $0 |
Contract administrator fees | 2021-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $471,333 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $382,257 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2021-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-12-31 | $0 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $9,705,263 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $9,623,227 |
Liabilities. Value of acquisition indebtedness at end of year | 2021-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2021-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | TEMPLETON & COMPANY, LLP |
Accountancy firm EIN | 2021-12-31 | 141918990 |
2020 : CHAMPION CHEVROLET, INC. 401(K) PLAN & TRUST 2020 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $-58,275 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $-58,275 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $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 paid | 2020-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,383,924 |
Total loss/gain on sale of assets | 2020-12-31 | $78,481 |
Total of all expenses incurred | 2020-12-31 | $1,365,970 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,340,096 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of total corrective distributions | 2020-12-31 | $2,576 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $494,066 |
Value of total assets at end of year | 2020-12-31 | $8,149,179 |
Value of total assets at beginning of year | 2020-12-31 | $8,131,225 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $23,298 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $11,183 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $403,178 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $396,690 |
Assets. Real estate other than employer real property at end of year | 2020-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2020-12-31 | $0 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2020-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $494,066 |
Participant contributions at end of year | 2020-12-31 | $186,277 |
Participant contributions at beginning of year | 2020-12-31 | $234,622 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
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 year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2020-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $21,643 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Income. Non cash contributions | 2020-12-31 | $0 |
Value of net income/loss | 2020-12-31 | $17,954 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,149,179 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,131,225 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2020-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $1,655 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $7,510,825 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $7,406,028 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $0 |
Interest on participant loans | 2020-12-31 | $10,850 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $0 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $61,464 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $128,480 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $8,356 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $10,014 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $10,014 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $333 |
Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Asset value of US Government securities at end of year | 2020-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $450,398 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $4,893 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $0 |
Assets. Value of employer real property at end of year | 2020-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2020-12-31 | $0 |
Contributions received in cash from employer | 2020-12-31 | $0 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $6,488 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,340,096 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $0 |
Contract administrator fees | 2020-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $382,257 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $352,081 |
Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2020-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-12-31 | $0 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $9,971,782 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $9,893,301 |
Liabilities. Value of acquisition indebtedness at end of year | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | TEMPLETON & COMPANY, LLP |
Accountancy firm EIN | 2020-12-31 | 141918990 |
2019 : CHAMPION CHEVROLET, INC. 401(K) PLAN & TRUST 2019 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $6,227 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $6,227 |
Total transfer of assets to this plan | 2019-12-31 | $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 paid | 2019-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $1,944,536 |
Total loss/gain on sale of assets | 2019-12-31 | $51,114 |
Total of all expenses incurred | 2019-12-31 | $307,505 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $285,718 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $555,808 |
Value of total assets at end of year | 2019-12-31 | $8,131,225 |
Value of total assets at beginning of year | 2019-12-31 | $6,494,194 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $21,787 |
Total income from rents | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $14,145 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $359,556 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $358,563 |
Assets. Real estate other than employer real property at end of year | 2019-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2019-12-31 | $0 |
Administrative expenses professional fees incurred | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2019-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $490,419 |
Participant contributions at end of year | 2019-12-31 | $234,622 |
Participant contributions at beginning of year | 2019-12-31 | $224,219 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $65,389 |
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 year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2019-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $17,541 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Income. Non cash contributions | 2019-12-31 | $0 |
Value of net income/loss | 2019-12-31 | $1,637,031 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $8,131,225 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,494,194 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $0 |
Investment advisory and management fees | 2019-12-31 | $4,246 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,406,028 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,846,288 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $0 |
Interest on participant loans | 2019-12-31 | $12,699 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $0 |
Income. Interest from US Government securities | 2019-12-31 | $0 |
Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $128,480 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $131,801 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $10,014 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $72,702 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $72,702 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $1,446 |
Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Asset value of US Government securities at end of year | 2019-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $954,768 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $2,918 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
Assets. Value of employer real property at end of year | 2019-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2019-12-31 | $0 |
Contributions received in cash from employer | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Income. Dividends from preferred stock | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $993 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $285,718 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $0 |
Contract administrator fees | 2019-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $352,081 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $219,184 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2019-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-12-31 | $0 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $9,688,355 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $9,637,241 |
Liabilities. Value of acquisition indebtedness at end of year | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | TEMPLETON & COMPANY, LLP |
Accountancy firm EIN | 2019-12-31 | 141918990 |
2018 : CHAMPION CHEVROLET, INC. 401(K) PLAN & TRUST 2018 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-5,095 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-5,095 |
Total transfer of assets to this plan | 2018-12-31 | $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 paid | 2018-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $259,605 |
Total loss/gain on sale of assets | 2018-12-31 | $-842 |
Total of all expenses incurred | 2018-12-31 | $401,417 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $384,957 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of total corrective distributions | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $653,461 |
Value of total assets at end of year | 2018-12-31 | $6,494,194 |
Value of total assets at beginning of year | 2018-12-31 | $6,636,006 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $16,460 |
Total income from rents | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $-9,888 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $441,317 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $440,098 |
Assets. Real estate other than employer real property at end of year | 2018-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2018-12-31 | $0 |
Administrative expenses professional fees incurred | 2018-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2018-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $467,202 |
Participant contributions at end of year | 2018-12-31 | $224,219 |
Participant contributions at beginning of year | 2018-12-31 | $218,259 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $643 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $186,259 |
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 year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2018-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $13,899 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Income. Non cash contributions | 2018-12-31 | $0 |
Value of net income/loss | 2018-12-31 | $-141,812 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $6,494,194 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,636,006 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2018-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $0 |
Investment advisory and management fees | 2018-12-31 | $2,561 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $5,846,288 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,338,418 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $0 |
Interest on participant loans | 2018-12-31 | $11,844 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Interest earned on other investments | 2018-12-31 | $-22,887 |
Income. Interest from US Government securities | 2018-12-31 | $0 |
Income. Interest from corporate debt instruments | 2018-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $131,801 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $55,772 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $72,702 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $27 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $27 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $1,155 |
Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $22,887 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Asset value of US Government securities at end of year | 2018-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-821,311 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $1,963 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $0 |
Assets. Value of employer real property at end of year | 2018-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2018-12-31 | $0 |
Contributions received in cash from employer | 2018-12-31 | $0 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Income. Dividends from preferred stock | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $1,219 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $384,957 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $0 |
Contract administrator fees | 2018-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $219,184 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2018-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-12-31 | $0 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $7,409,164 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $7,410,006 |
Liabilities. Value of acquisition indebtedness at end of year | 2018-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | TEMPLETON & COMPANY, LLP |
Accountancy firm EIN | 2018-12-31 | 141918990 |
2017 : CHAMPION CHEVROLET, INC. 401(K) PLAN & TRUST 2017 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $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 paid | 2017-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,404,698 |
Total loss/gain on sale of assets | 2017-12-31 | $36,168 |
Total of all expenses incurred | 2017-12-31 | $252,413 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $208,884 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $4,214 |
Value of total corrective distributions | 2017-12-31 | $28,453 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $412,802 |
Value of total assets at end of year | 2017-12-31 | $6,636,006 |
Value of total assets at beginning of year | 2017-12-31 | $5,483,721 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $10,862 |
Total income from rents | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $6,749 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $235,758 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $234,076 |
Assets. Real estate other than employer real property at end of year | 2017-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2017-12-31 | $0 |
Administrative expenses professional fees incurred | 2017-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $412,802 |
Participant contributions at end of year | 2017-12-31 | $218,259 |
Participant contributions at beginning of year | 2017-12-31 | $173,704 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $643 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $839 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $0 |
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 year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2017-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $-621 |
Administrative expenses (other) incurred | 2017-12-31 | $10,798 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $0 |
Value of net income/loss | 2017-12-31 | $1,152,285 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,636,006 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,483,721 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $0 |
Investment advisory and management fees | 2017-12-31 | $64 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,338,418 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $5,135,339 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $0 |
Interest on participant loans | 2017-12-31 | $6,658 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Interest earned on other investments | 2017-12-31 | $0 |
Income. Interest from US Government securities | 2017-12-31 | $0 |
Income. Interest from corporate debt instruments | 2017-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $55,772 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $150,423 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $27 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $106 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $106 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $91 |
Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $22,887 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $23,310 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Asset value of US Government securities at end of year | 2017-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $712,409 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,433 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $0 |
Assets. Value of employer real property at end of year | 2017-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2017-12-31 | $0 |
Contributions received in cash from employer | 2017-12-31 | $0 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Income. Dividends from preferred stock | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $1,682 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $208,884 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $0 |
Contract administrator fees | 2017-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2017-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-12-31 | $0 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $1,921,441 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $1,885,273 |
Liabilities. Value of acquisition indebtedness at end of year | 2017-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | TEMPLETON & COMPANY, LLP |
Accountancy firm EIN | 2017-12-31 | 141918990 |
2016 : CHAMPION CHEVROLET, INC. 401(K) PLAN & TRUST 2016 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $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 |
Expenses. Interest paid | 2016-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $776,284 |
Total loss/gain on sale of assets | 2016-12-31 | $647 |
Total of all expenses incurred | 2016-12-31 | $198,259 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $191,437 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of total corrective distributions | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $410,626 |
Value of total assets at end of year | 2016-12-31 | $5,483,721 |
Value of total assets at beginning of year | 2016-12-31 | $4,905,696 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $6,822 |
Total income from rents | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $6,238 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $193,416 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $193,416 |
Assets. Real estate other than employer real property at end of year | 2016-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2016-12-31 | $0 |
Administrative expenses professional fees incurred | 2016-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $410,626 |
Participant contributions at end of year | 2016-12-31 | $173,704 |
Participant contributions at beginning of year | 2016-12-31 | $176,130 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $839 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2016-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $334 |
Administrative expenses (other) incurred | 2016-12-31 | $6,820 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Income. Non cash contributions | 2016-12-31 | $0 |
Value of net income/loss | 2016-12-31 | $578,025 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,483,721 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,905,696 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $0 |
Investment advisory and management fees | 2016-12-31 | $2 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $5,135,339 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4,301,028 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $0 |
Interest on participant loans | 2016-12-31 | $6,210 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Interest earned on other investments | 2016-12-31 | $0 |
Income. Interest from US Government securities | 2016-12-31 | $0 |
Income. Interest from corporate debt instruments | 2016-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $150,423 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $401,685 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $106 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $1,931 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $1,931 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $28 |
Assets. Value of investments in 103.12 investment entities at end of year | 2016-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $23,310 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $24,922 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Asset value of US Government securities at end of year | 2016-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $162,027 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $2,996 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $0 |
Assets. Value of employer real property at end of year | 2016-12-31 | $0 |
Assets. Value of employer real property at beginning of year | 2016-12-31 | $0 |
Contributions received in cash from employer | 2016-12-31 | $0 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Income. Dividends from preferred stock | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $191,437 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $0 |
Contract administrator fees | 2016-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at end of year | 2016-12-31 | $0 |
Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-12-31 | $0 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $181,158 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $180,511 |
Liabilities. Value of acquisition indebtedness at end of year | 2016-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | JANZ & KNIGHT, P.L.C. |
Accountancy firm EIN | 2016-12-31 | 381458667 |
2015 : CHAMPION CHEVROLET, INC. 401(K) PLAN & TRUST 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $412,412 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $482,583 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $480,933 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $388,009 |
Value of total assets at end of year | 2015-12-31 | $4,905,696 |
Value of total assets at beginning of year | 2015-12-31 | $4,975,867 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,650 |
Total interest from all sources | 2015-12-31 | $7,319 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $210,178 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $210,178 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $387,724 |
Participant contributions at end of year | 2015-12-31 | $176,130 |
Participant contributions at beginning of year | 2015-12-31 | $239,326 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $5,342 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $285 |
Administrative expenses (other) incurred | 2015-12-31 | $1,650 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-70,171 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,905,696 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,975,867 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $4,301,028 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $4,490,984 |
Interest on participant loans | 2015-12-31 | $7,319 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $401,685 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $213,362 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $1,931 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $1,931 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $1,931 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $24,922 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $24,922 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-198,166 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $5,072 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $480,933 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | JANZ & KNIGHT, P.L.C. |
Accountancy firm EIN | 2015-12-31 | 381458667 |
2014 : CHAMPION CHEVROLET, INC. 401(K) PLAN & TRUST 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $575,888 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $129,905 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $98,144 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $343,898 |
Value of total assets at end of year | 2014-12-31 | $4,975,867 |
Value of total assets at beginning of year | 2014-12-31 | $4,529,884 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $31,761 |
Total interest from all sources | 2014-12-31 | $5,338 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $190,782 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $190,782 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $300,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $340,490 |
Participant contributions at end of year | 2014-12-31 | $239,326 |
Participant contributions at beginning of year | 2014-12-31 | $130,651 |
Participant contributions at end of year | 2014-12-31 | $5,342 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $3,408 |
Other income not declared elsewhere | 2014-12-31 | $-218 |
Administrative expenses (other) incurred | 2014-12-31 | $31,761 |
Total non interest bearing cash at end of year | 2014-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $8,718 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $445,983 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,975,867 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,529,884 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $4,490,984 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $4,276,610 |
Interest on participant loans | 2014-12-31 | $5,338 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $213,362 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $73,853 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $1,931 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $2,341 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $2,341 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $24,922 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $37,711 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $113 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $34,217 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $1,871 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $98,031 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | JANZ & KNIGHT, P.L.C. |
Accountancy firm EIN | 2014-12-31 | 381458667 |
2013 : CHAMPION CHEVROLET, INC. 401(K) PLAN & TRUST 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $581,762 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $359,476 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $320,319 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $269,553 |
Value of total assets at end of year | 2013-12-31 | $4,529,884 |
Value of total assets at beginning of year | 2013-12-31 | $4,307,598 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $39,157 |
Total interest from all sources | 2013-12-31 | $4,726 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $205,422 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $205,422 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $269,553 |
Participant contributions at end of year | 2013-12-31 | $130,651 |
Participant contributions at beginning of year | 2013-12-31 | $118,338 |
Participant contributions at beginning of year | 2013-12-31 | $18,679 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $3,224 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Total non interest bearing cash at end of year | 2013-12-31 | $8,718 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $4,635 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $222,286 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,529,884 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,307,598 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $39,157 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $4,276,610 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,043,365 |
Interest on participant loans | 2013-12-31 | $4,726 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $73,853 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $79,908 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $2,341 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $2,000 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $2,000 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $37,711 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $37,449 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $101,340 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $721 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $320,319 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BRENT MILIKAN & CO PA |
Accountancy firm EIN | 2013-12-31 | 592007238 |
2012 : CHAMPION CHEVROLET, INC. 401(K) PLAN & TRUST 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $200 |
Total income from all sources (including contributions) | 2012-12-31 | $692,844 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $180,573 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $101,662 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $42,773 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $235,406 |
Value of total assets at end of year | 2012-12-31 | $4,307,598 |
Value of total assets at beginning of year | 2012-12-31 | $3,795,527 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $36,138 |
Total interest from all sources | 2012-12-31 | $5,555 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $196,441 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $196,441 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $235,406 |
Participant contributions at end of year | 2012-12-31 | $118,338 |
Participant contributions at beginning of year | 2012-12-31 | $217,544 |
Participant contributions at end of year | 2012-12-31 | $18,679 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $3,224 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $200 |
Total non interest bearing cash at end of year | 2012-12-31 | $4,635 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $200 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $512,271 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,307,598 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,795,327 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $36,138 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $4,043,365 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,400,426 |
Interest on participant loans | 2012-12-31 | $5,555 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $79,908 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $138,416 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $2,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,932 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,932 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $37,449 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $37,009 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $254,105 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,337 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $101,662 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BRENT MILIKAN & CO PA |
Accountancy firm EIN | 2012-12-31 | 592007238 |
2011 : CHAMPION CHEVROLET, INC. 401(K) PLAN & TRUST 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $200 |
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 | $75,937 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $122,727 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $90,637 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $1,229 |
Value of total corrective distributions | 2011-12-31 | $857 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $212,585 |
Value of total assets at end of year | 2011-12-31 | $3,795,527 |
Value of total assets at beginning of year | 2011-12-31 | $3,842,117 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $30,004 |
Total interest from all sources | 2011-12-31 | $7,968 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $99,888 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $99,888 |
Administrative expenses professional fees incurred | 2011-12-31 | $1,541 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $212,585 |
Participant contributions at end of year | 2011-12-31 | $217,544 |
Participant contributions at beginning of year | 2011-12-31 | $242,651 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $37,009 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $36,542 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $200 |
Total non interest bearing cash at end of year | 2011-12-31 | $200 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $7,593 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-46,790 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,795,327 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,842,117 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $28,463 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,400,426 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,841,388 |
Interest on participant loans | 2011-12-31 | $7,968 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $138,416 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $712,010 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,932 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,933 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,933 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-251,612 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $7,108 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $90,637 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | BRENT MILIKAN & CO PA |
Accountancy firm EIN | 2011-12-31 | 592007238 |
2010 : CHAMPION CHEVROLET, INC. 401(K) PLAN & TRUST 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $597,529 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $234,823 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $208,769 |
Value of total corrective distributions | 2010-12-31 | $253 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $227,961 |
Value of total assets at end of year | 2010-12-31 | $3,842,117 |
Value of total assets at beginning of year | 2010-12-31 | $3,479,411 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $25,801 |
Total interest from all sources | 2010-12-31 | $11,855 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $214,200 |
Participant contributions at end of year | 2010-12-31 | $242,651 |
Participant contributions at beginning of year | 2010-12-31 | $348,214 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $36,542 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $35,437 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $13,761 |
Other income not declared elsewhere | 2010-12-31 | $46 |
Total non interest bearing cash at end of year | 2010-12-31 | $7,593 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $22 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $362,706 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,842,117 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,479,411 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $25,801 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,841,388 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,074,759 |
Interest on participant loans | 2010-12-31 | $11,849 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $712,010 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $839,539 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,933 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $181,440 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $181,440 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $6 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $1,059 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $340,077 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $17,590 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $207,710 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BRENT MILIKAN & CO, PA |
Accountancy firm EIN | 2010-12-31 | 592007238 |