WOODY ANDERSON FORD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WOODY ANDERSON FORD 401(K) PLAN
Measure | Date | Value |
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2022 : WOODY ANDERSON FORD 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-675,283 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $691,860 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $689,268 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $805,422 |
Value of total assets at end of year | 2022-12-31 | $5,378,827 |
Value of total assets at beginning of year | 2022-12-31 | $6,745,970 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,592 |
Total interest from all sources | 2022-12-31 | $2,321 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $2,592 |
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 | $456,506 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $44,411 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,367,143 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,378,827 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,745,970 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,054,575 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,494,789 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $2,321 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $260,174 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $152,821 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,483,026 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $304,505 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $689,268 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $64,078 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $98,360 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HENDERSON, HUTCHERSON, MCCULLOUGH P |
Accountancy firm EIN | 2022-12-31 | 621114363 |
2021 : WOODY ANDERSON FORD 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,768,319 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $416,095 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $414,212 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $767,649 |
Value of total assets at end of year | 2021-12-31 | $6,745,970 |
Value of total assets at beginning of year | 2021-12-31 | $5,393,746 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,883 |
Total interest from all sources | 2021-12-31 | $1,413 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $455,183 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,352,224 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,745,970 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,393,746 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,494,789 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,176,395 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $1,413 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $152,821 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $130,470 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $999,257 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $312,466 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $414,212 |
Contract administrator fees | 2021-12-31 | $1,883 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $98,360 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $86,881 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HENDERSON, HUTCHERSON, MCCULLOUGH P |
Accountancy firm EIN | 2021-12-31 | 621114363 |
2020 : WOODY ANDERSON FORD 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 |
Total income from all sources (including contributions) | 2020-12-31 | $1,563,873 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $566,501 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $564,087 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $650,824 |
Value of total assets at end of year | 2020-12-31 | $5,393,746 |
Value of total assets at beginning of year | 2020-12-31 | $4,396,374 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,414 |
Total interest from all sources | 2020-12-31 | $1,316 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $377,086 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $3,905 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $997,372 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,393,746 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,396,374 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $5,176,395 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,243,591 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1,316 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $130,470 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $90,122 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $911,733 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $269,833 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $564,087 |
Contract administrator fees | 2020-12-31 | $2,414 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $86,881 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $62,661 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | HENDERSON, HUTCHERSON, MCCULLOUGH P |
Accountancy firm EIN | 2020-12-31 | 621114363 |
2019 : WOODY ANDERSON FORD 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 |
Total income from all sources (including contributions) | 2019-12-31 | $1,443,270 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $329,363 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $327,058 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $631,779 |
Value of total assets at end of year | 2019-12-31 | $4,396,374 |
Value of total assets at beginning of year | 2019-12-31 | $3,282,467 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,305 |
Total interest from all sources | 2019-12-31 | $822 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $368,004 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,113,907 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,396,374 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,282,467 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,243,591 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,155,230 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $822 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $90,122 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $76,974 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $810,669 |
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 |
Contributions received in cash from employer | 2019-12-31 | $263,775 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $327,058 |
Contract administrator fees | 2019-12-31 | $2,305 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $62,661 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $50,263 |
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 |
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 | HENDERSON, HUTCHERSON, MCCULLOUGH P |
Accountancy firm EIN | 2019-12-31 | 621114363 |
2018 : WOODY ANDERSON FORD 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 |
Total income from all sources (including contributions) | 2018-12-31 | $355,643 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $700,935 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $698,791 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $568,224 |
Value of total assets at end of year | 2018-12-31 | $3,282,467 |
Value of total assets at beginning of year | 2018-12-31 | $3,627,759 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $2,144 |
Total interest from all sources | 2018-12-31 | $1,166 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $328,929 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-345,292 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,282,467 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,627,759 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,155,230 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,278,661 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $1,166 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $76,974 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $179,995 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-213,747 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $239,295 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $698,791 |
Contract administrator fees | 2018-12-31 | $2,144 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $50,263 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $169,103 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | HENDERSON, HUTCHERSON, MCCULLOUGH P |
Accountancy firm EIN | 2018-12-31 | 621114363 |
2017 : WOODY ANDERSON FORD 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 |
Total income from all sources (including contributions) | 2017-12-31 | $1,075,087 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $138,884 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $137,912 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $559,110 |
Value of total assets at end of year | 2017-12-31 | $3,627,759 |
Value of total assets at beginning of year | 2017-12-31 | $2,691,556 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $972 |
Total interest from all sources | 2017-12-31 | $1,735 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $330,434 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $3,174 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $936,203 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,627,759 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,691,556 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,278,661 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,371,425 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $6,473 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $6,473 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1,735 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $179,995 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $169,131 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $514,242 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $225,502 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $137,912 |
Contract administrator fees | 2017-12-31 | $972 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $169,103 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $144,527 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | HENDERSON, HUTCHERSON, MCCULLOUGH P |
Accountancy firm EIN | 2017-12-31 | 621114363 |
2016 : WOODY ANDERSON FORD 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 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 |
Total income from all sources (including contributions) | 2016-12-31 | $686,389 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $225,601 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $224,292 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $538,554 |
Value of total assets at end of year | 2016-12-31 | $2,691,556 |
Value of total assets at beginning of year | 2016-12-31 | $2,230,768 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,309 |
Total interest from all sources | 2016-12-31 | $1,596 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $6,331 |
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 | $-835 |
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 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $325,056 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $460,788 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,691,556 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,230,768 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,371,425 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $1,931,425 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $6,473 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $8,015 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $8,015 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $1,596 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $169,131 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $154,126 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $139,908 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $213,498 |
Income. Dividends from common stock | 2016-12-31 | $7,166 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $224,292 |
Contract administrator fees | 2016-12-31 | $1,309 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $144,527 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $137,202 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | HENDERSON, HUTCHERSON, MCCULLOUGH P |
Accountancy firm EIN | 2016-12-31 | 621114363 |
2015 : WOODY ANDERSON FORD 401(K) PLAN 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 | $141,972 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $68,626 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $67,512 |
Value of total corrective distributions | 2015-12-31 | $132 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $155,570 |
Value of total assets at end of year | 2015-12-31 | $2,230,768 |
Value of total assets at beginning of year | 2015-12-31 | $2,157,422 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $982 |
Total interest from all sources | 2015-12-31 | $1,627 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $-5,496 |
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 | $-10,799 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
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 | $155,570 |
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 | $73,346 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,230,768 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,157,422 |
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 | $1,931,425 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,859,737 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $8,015 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $4,988 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $4,988 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $1,627 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $154,126 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $146,585 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-9,729 |
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 |
Income. Dividends from common stock | 2015-12-31 | $5,303 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $67,512 |
Contract administrator fees | 2015-12-31 | $982 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $137,202 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $146,112 |
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 | HENDERSON, HUTCHERSON, MCCULLOUGH P |
Accountancy firm EIN | 2015-12-31 | 621114363 |
2014 : WOODY ANDERSON FORD 401(K) PLAN 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 | $313,083 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $189,693 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $188,262 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $149,528 |
Value of total assets at end of year | 2014-12-31 | $2,157,422 |
Value of total assets at beginning of year | 2014-12-31 | $2,034,032 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,431 |
Total interest from all sources | 2014-12-31 | $1,532 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $11,265 |
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 | $6,840 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
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 | $149,528 |
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 | $123,390 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,157,422 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,034,032 |
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 | $1,859,737 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,741,073 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $4,988 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $2,973 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $2,973 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $1,532 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $146,585 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $142,830 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $150,758 |
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 |
Income. Dividends from common stock | 2014-12-31 | $4,425 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $188,262 |
Contract administrator fees | 2014-12-31 | $1,431 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $146,112 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $147,156 |
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 | BARNES, BLACKWELL & COMPANY, P.C. |
Accountancy firm EIN | 2014-12-31 | 630861852 |
2013 : WOODY ANDERSON FORD 401(K) PLAN 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 | $515,828 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $93,980 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $76,244 |
Value of total corrective distributions | 2013-12-31 | $17,386 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $132,476 |
Value of total assets at end of year | 2013-12-31 | $2,034,032 |
Value of total assets at beginning of year | 2013-12-31 | $1,612,184 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $350 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $34,778 |
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 | $34,778 |
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 | $132,476 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $171,241 |
Administrative expenses (other) incurred | 2013-12-31 | $350 |
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 | $421,848 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,034,032 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,612,184 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $142,830 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,440,943 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $1,891,202 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $348,574 |
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 | $76,244 |
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 | BARNES, BLACKWELL & COMPANY, P.C. |
Accountancy firm EIN | 2013-12-31 | 630861852 |
2012 : WOODY ANDERSON FORD 401(K) PLAN 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 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $341,667 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $52,219 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $49,563 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $0 |
Value of total corrective distributions | 2012-12-31 | $2,456 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $137,448 |
Value of total assets at end of year | 2012-12-31 | $1,612,184 |
Value of total assets at beginning of year | 2012-12-31 | $1,322,736 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $200 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $30,328 |
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 | $30,328 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $137,448 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $171,241 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $133,198 |
Other income not declared elsewhere | 2012-12-31 | $30,122 |
Administrative expenses (other) incurred | 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 | $289,448 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,612,184 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,322,736 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,440,943 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,189,538 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $143,769 |
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 | $49,563 |
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 | BARNES, BLACKWELL & COMPANY, P.C. |
Accountancy firm EIN | 2012-12-31 | 630861852 |
2011 : WOODY ANDERSON FORD 401(K) PLAN 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $34,576 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $60,082 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $59,182 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of total corrective distributions | 2011-12-31 | $700 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $135,297 |
Value of total assets at end of year | 2011-12-31 | $1,322,736 |
Value of total assets at beginning of year | 2011-12-31 | $1,348,242 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $200 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $21,212 |
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 | $21,212 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $135,140 |
Participant contributions at end of year | 2011-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $133,198 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $199,104 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $157 |
Other income not declared elsewhere | 2011-12-31 | $-72,280 |
Administrative expenses (other) incurred | 2011-12-31 | $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 | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-25,506 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,322,736 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,348,242 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,189,538 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,149,138 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-49,653 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $0 |
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 | $59,182 |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $0 |
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 | BARNES, BLACKWELL & COMPANY, P.C. |
Accountancy firm EIN | 2011-12-31 | 630861852 |
2010 : WOODY ANDERSON FORD 401(K) PLAN 2010 401k financial data |
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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 | $287,233 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $76,371 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $68,765 |
Value of total corrective distributions | 2010-12-31 | $7,456 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $116,962 |
Value of total assets at end of year | 2010-12-31 | $1,348,242 |
Value of total assets at beginning of year | 2010-12-31 | $1,137,380 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $150 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $8,391 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $8,391 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $116,962 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $199,104 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $87,714 |
Other income not declared elsewhere | 2010-12-31 | $63,717 |
Administrative expenses (other) incurred | 2010-12-31 | $150 |
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 | $210,862 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,348,242 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,137,380 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,149,138 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,049,666 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $98,163 |
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 | $68,765 |
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 | BARNES, BLACKWELL & COMPANY, P.C. |
Accountancy firm EIN | 2010-12-31 | 630861852 |
2009 : WOODY ANDERSON FORD 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |