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CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 401k Plan overview

Plan NameCITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
Plan identification number 002

CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Stock bonus
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • The employer maintaining this ESOP is an S Corporation
  • Plan requiring that all or part of employer contributions be invested and held, at least for a limited period, in employer securities.

401k Sponsoring company profile

CITY AUTO GLASS, INC. has sponsored the creation of one or more 401k plans.

Company Name:CITY AUTO GLASS, INC.
Employer identification number (EIN):411652150
NAIC Classification:811120
NAIC Description: Automotive Body, Paint, Interior, and Glass Repair

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01HEIDI LESTER
0022017-01-01DEBORAH SCHNEIDER DEBORAH SCHNEIDER2018-07-25
0022016-01-01DEBORAH SCHNEIDER
0022015-01-01DEBORAH SCHNEIDER

Plan Statistics for CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

401k plan membership statisitcs for CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2023: CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01114
Total number of active participants reported on line 7a of the Form 55002023-01-0183
Number of retired or separated participants receiving benefits2023-01-0113
Number of other retired or separated participants entitled to future benefits2023-01-0112
Total of all active and inactive participants2023-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01108
Number of participants with account balances2023-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-015
2022: CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01116
Total number of active participants reported on line 7a of the Form 55002022-01-0184
Number of retired or separated participants receiving benefits2022-01-0113
Number of other retired or separated participants entitled to future benefits2022-01-0116
Total of all active and inactive participants2022-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01113
Number of participants with account balances2022-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-0199
Total number of active participants reported on line 7a of the Form 55002021-01-0187
Number of retired or separated participants receiving benefits2021-01-0114
Number of other retired or separated participants entitled to future benefits2021-01-019
Total of all active and inactive participants2021-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01110
Number of participants with account balances2021-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-0191
Total number of active participants reported on line 7a of the Form 55002020-01-0170
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0120
Total of all active and inactive participants2020-01-0192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0192
Number of participants with account balances2020-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-0180
Total number of active participants reported on line 7a of the Form 55002019-01-0180
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-0190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0190
Number of participants with account balances2019-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-0176
Total number of active participants reported on line 7a of the Form 55002018-01-0176
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0177
Number of participants with account balances2018-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-0176
Total number of active participants reported on line 7a of the Form 55002017-01-0170
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-015
Total of all active and inactive participants2017-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0175
Number of participants with account balances2017-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-0172
Total number of active participants reported on line 7a of the Form 55002016-01-0169
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0172
Number of participants with account balances2016-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-0167
Total number of active participants reported on line 7a of the Form 55002015-01-0172
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0172
Number of participants with account balances2015-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

Measure Date Value
2023 : CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 401k financial data
Total plan liabilities at end of year2023-12-31$250,341
Total plan liabilities at beginning of year2023-12-31$265,405
Total income from all sources2023-12-31$36,651,255
Expenses. Total of all expenses incurred2023-12-31$197,978
Benefits paid (including direct rollovers)2023-12-31$187,967
Total plan assets at end of year2023-12-31$48,731,933
Total plan assets at beginning of year2023-12-31$12,293,720
Value of fidelity bond covering the plan2023-12-31$500,000
Expenses. Other expenses not covered elsewhere2023-12-31$10,011
Other income received2023-12-31$36,189,330
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$36,453,277
Net plan assets at end of year (total assets less liabilities)2023-12-31$48,481,592
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$12,028,315
Assets. Value of employer securities2023-12-31$48,456,000
Total contributions received or receivable from employer(s)2023-12-31$461,925
2022 : CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 401k financial data
Total plan liabilities at end of year2022-12-31$265,405
Total plan liabilities at beginning of year2022-12-31$280,091
Total income from all sources2022-12-31$3,868,613
Expenses. Total of all expenses incurred2022-12-31$177,840
Benefits paid (including direct rollovers)2022-12-31$170,642
Total plan assets at end of year2022-12-31$12,293,720
Total plan assets at beginning of year2022-12-31$8,617,633
Value of fidelity bond covering the plan2022-12-31$500,000
Expenses. Other expenses not covered elsewhere2022-12-31$7,198
Other income received2022-12-31$3,726,728
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$3,690,773
Net plan assets at end of year (total assets less liabilities)2022-12-31$12,028,315
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$8,337,542
Assets. Value of employer securities2022-12-31$12,268,000
Total contributions received or receivable from employer(s)2022-12-31$141,885
2021 : CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 401k financial data
Total plan liabilities at end of year2021-12-31$280,091
Total plan liabilities at beginning of year2021-12-31$294,409
Total income from all sources2021-12-31$1,443,660
Expenses. Total of all expenses incurred2021-12-31$143,229
Benefits paid (including direct rollovers)2021-12-31$135,663
Total plan assets at end of year2021-12-31$8,617,633
Total plan assets at beginning of year2021-12-31$7,331,520
Value of fidelity bond covering the plan2021-12-31$500,000
Expenses. Other expenses not covered elsewhere2021-12-31$7,566
Other income received2021-12-31$1,292,035
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,300,431
Net plan assets at end of year (total assets less liabilities)2021-12-31$8,337,542
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$7,037,111
Assets. Value of employer securities2021-12-31$8,542,000
Total contributions received or receivable from employer(s)2021-12-31$151,625
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 401k financial data
Total plan liabilities at end of year2020-12-31$294,409
Total plan liabilities at beginning of year2020-12-31$308,368
Total income from all sources2020-12-31$2,332,173
Expenses. Total of all expenses incurred2020-12-31$53,779
Benefits paid (including direct rollovers)2020-12-31$43,494
Total plan assets at end of year2020-12-31$7,331,520
Total plan assets at beginning of year2020-12-31$5,067,085
Value of fidelity bond covering the plan2020-12-31$500,000
Expenses. Other expenses not covered elsewhere2020-12-31$7,925
Other income received2020-12-31$2,270,309
Net income (gross income less expenses)2020-12-31$2,278,394
Net plan assets at end of year (total assets less liabilities)2020-12-31$7,037,111
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,758,717
Assets. Value of employer securities2020-12-31$7,250,000
Total contributions received or receivable from employer(s)2020-12-31$61,864
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$2,360
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$308,368
Total plan liabilities at beginning of year2019-12-31$321,700
Total income from all sources2019-12-31$1,173,676
Expenses. Total of all expenses incurred2019-12-31$14,242
Benefits paid (including direct rollovers)2019-12-31$5,638
Total plan assets at end of year2019-12-31$5,067,085
Total plan assets at beginning of year2019-12-31$3,920,983
Value of fidelity bond covering the plan2019-12-31$500,000
Expenses. Other expenses not covered elsewhere2019-12-31$8,554
Other income received2019-12-31$1,151,791
Net income (gross income less expenses)2019-12-31$1,159,434
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,758,717
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,599,283
Assets. Value of employer securities2019-12-31$4,980,000
Total contributions received or receivable from employer(s)2019-12-31$21,885
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$50
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$321,700
Total plan liabilities at beginning of year2018-12-31$345,960
Total income from all sources2018-12-31$964,539
Expenses. Total of all expenses incurred2018-12-31$19,651
Benefits paid (including direct rollovers)2018-12-31$4,183
Total plan assets at end of year2018-12-31$3,920,983
Total plan assets at beginning of year2018-12-31$3,000,355
Value of fidelity bond covering the plan2018-12-31$500,000
Expenses. Other expenses not covered elsewhere2018-12-31$15,468
Other income received2018-12-31$931,539
Net income (gross income less expenses)2018-12-31$944,888
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,599,283
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,654,395
Assets. Value of employer securities2018-12-31$3,277,583
Total contributions received or receivable from employer(s)2018-12-31$33,000
2017 : CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$345,960
Total plan liabilities at beginning of year2017-12-31$370,000
Total income from all sources2017-12-31$1,034,708
Expenses. Total of all expenses incurred2017-12-31$10,547
Benefits paid (including direct rollovers)2017-12-31$497
Total plan assets at end of year2017-12-31$3,000,355
Total plan assets at beginning of year2017-12-31$2,000,234
Value of fidelity bond covering the plan2017-12-31$10,000
Expenses. Other expenses not covered elsewhere2017-12-31$10,050
Other income received2017-12-31$1,000,708
Net income (gross income less expenses)2017-12-31$1,024,161
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,654,395
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,630,234
Assets. Value of employer securities2017-12-31$2,900,000
Total contributions received or receivable from employer(s)2017-12-31$34,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$370,000
Total income from all sources2016-12-31$1,540,514
Expenses. Total of all expenses incurred2016-12-31$10,280
Total plan assets at end of year2016-12-31$2,000,234
Total plan assets at beginning of year2016-12-31$100,000
Value of fidelity bond covering the plan2016-12-31$10,000
Expenses. Other expenses not covered elsewhere2016-12-31$10,280
Other income received2016-12-31$1,500,234
Net income (gross income less expenses)2016-12-31$1,530,234
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,630,234
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$100,000
Assets. Value of employer securities2016-12-31$1,900,000
Total contributions received or receivable from employer(s)2016-12-31$40,280
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 401k financial data
Total income from all sources2015-12-31$100,000
Expenses. Total of all expenses incurred2015-12-31$0
Total plan assets at end of year2015-12-31$100,000
Total plan assets at beginning of year2015-12-31$0
Value of fidelity bond covering the plan2015-12-31$10,000
Net income (gross income less expenses)2015-12-31$100,000
Net plan assets at end of year (total assets less liabilities)2015-12-31$100,000
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$0
Total contributions received or receivable from employer(s)2015-12-31$100,000

Form 5500 Responses for CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

2023: CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CITY AUTO GLASS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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