Logo

WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN 401k Plan overview

Plan NameWESTON PONTIAC BUICK GMC, INC. 401(K) PLAN
Plan identification number 001

WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN Benefits

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

401k Sponsoring company profile

WESTON BUICK GMC, INC. has sponsored the creation of one or more 401k plans.

Company Name:WESTON BUICK GMC, INC.
Employer identification number (EIN):930471955
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ANITA S HARLAN
0012017-01-01ANITA HARLAN
0012016-01-01ANITA HARLAN
0012015-01-01ANITA HARLAN JAN M. WESTON2016-10-07
0012014-01-01ANITA HARLAN2015-06-18
0012013-01-01ANITA HARLAN2014-06-02 ANITA HARLAN2014-05-23
0012012-01-01ANITA HARLAN2013-07-12
0012011-01-01ANITA S HARLAN2012-06-28
0012010-01-01JAN WESTON2011-07-29

Plan Statistics for WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN

401k plan membership statisitcs for WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN

Measure Date Value
2022: WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01170
Total number of active participants reported on line 7a of the Form 55002022-01-01130
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0136
Total of all active and inactive participants2022-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01168
Number of participants with account balances2022-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01145
Total number of active participants reported on line 7a of the Form 55002021-01-01126
Number of retired or separated participants receiving benefits2021-01-016
Number of other retired or separated participants entitled to future benefits2021-01-0134
Total of all active and inactive participants2021-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01167
Number of participants with account balances2021-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01138
Total number of active participants reported on line 7a of the Form 55002020-01-01124
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0120
Total of all active and inactive participants2020-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01145
Number of participants with account balances2020-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01156
Total number of active participants reported on line 7a of the Form 55002019-01-01118
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01136
Number of participants with account balances2019-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2018: WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01142
Total number of active participants reported on line 7a of the Form 55002018-01-01120
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01153
Number of participants with account balances2018-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01144
Total number of active participants reported on line 7a of the Form 55002017-01-01117
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01138
Number of participants with account balances2017-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01139
Total number of active participants reported on line 7a of the Form 55002016-01-01118
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01142
Number of participants with account balances2016-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01122
Total number of active participants reported on line 7a of the Form 55002015-01-01113
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01138
Number of participants with account balances2015-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011

Financial Data on WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN

Measure Date Value
2022 : WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-271,314
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$271,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$230,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,282,510
Value of total assets at end of year2022-12-31$8,303,452
Value of total assets at beginning of year2022-12-31$8,846,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$41,570
Total interest from all sources2022-12-31$5,294
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$275,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$275,256
Administrative expenses professional fees incurred2022-12-31$3,838
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$827,860
Participant contributions at end of year2022-12-31$116,527
Participant contributions at beginning of year2022-12-31$154,387
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$415,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-542,913
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,303,452
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,846,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$15,153
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,391,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,106,787
Interest on participant loans2022-12-31$5,294
Value of interest in common/collective trusts at end of year2022-12-31$795,266
Value of interest in common/collective trusts at beginning of year2022-12-31$585,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,846,312
Net investment gain or loss from common/collective trusts2022-12-31$11,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$39,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$230,029
Contract administrator fees2022-12-31$22,579
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$1,676,683
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$230,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$188,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$635,545
Value of total assets at end of year2021-12-31$8,846,365
Value of total assets at beginning of year2021-12-31$7,400,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$42,477
Total interest from all sources2021-12-31$3,913
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$757,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$757,497
Administrative expenses professional fees incurred2021-12-31$3,996
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$582,227
Participant contributions at end of year2021-12-31$154,387
Participant contributions at beginning of year2021-12-31$88,374
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$14,270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,445,959
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,846,365
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,400,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$24,720
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,106,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,804,298
Interest on participant loans2021-12-31$3,913
Value of interest in common/collective trusts at end of year2021-12-31$585,191
Value of interest in common/collective trusts at beginning of year2021-12-31$507,734
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$270,030
Net investment gain or loss from common/collective trusts2021-12-31$9,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$39,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$188,247
Contract administrator fees2021-12-31$13,761
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$1,130,338
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$220,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$186,342
Value of total corrective distributions2020-12-31$3,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$494,424
Value of total assets at end of year2020-12-31$7,400,406
Value of total assets at beginning of year2020-12-31$6,490,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$30,595
Total interest from all sources2020-12-31$5,019
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$246,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$246,028
Administrative expenses professional fees incurred2020-12-31$3,078
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$449,697
Participant contributions at end of year2020-12-31$88,374
Participant contributions at beginning of year2020-12-31$116,150
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,648
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$4,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$909,754
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,400,406
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,490,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$15,137
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,804,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,911,459
Interest on participant loans2020-12-31$5,019
Value of interest in common/collective trusts at end of year2020-12-31$507,734
Value of interest in common/collective trusts at beginning of year2020-12-31$458,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$375,815
Net investment gain or loss from common/collective trusts2020-12-31$9,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$34,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$186,342
Contract administrator fees2020-12-31$12,380
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$1,577,288
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$400,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$368,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$478,234
Value of total assets at end of year2019-12-31$6,490,652
Value of total assets at beginning of year2019-12-31$5,314,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$32,761
Total interest from all sources2019-12-31$5,980
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$270,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$270,918
Administrative expenses professional fees incurred2019-12-31$2,856
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$365,293
Participant contributions at end of year2019-12-31$116,150
Participant contributions at beginning of year2019-12-31$116,818
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$80,826
Total non interest bearing cash at end of year2019-12-31$4,255
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,176,422
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,490,652
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,314,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$14,048
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,911,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,699,015
Interest on participant loans2019-12-31$5,980
Value of interest in common/collective trusts at end of year2019-12-31$458,788
Value of interest in common/collective trusts at beginning of year2019-12-31$498,397
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$809,506
Net investment gain or loss from common/collective trusts2019-12-31$12,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$32,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$368,105
Contract administrator fees2019-12-31$15,857
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$91,644
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$323,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$297,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$452,282
Value of total assets at end of year2018-12-31$5,314,230
Value of total assets at beginning of year2018-12-31$5,545,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$25,387
Total interest from all sources2018-12-31$4,824
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$186,524
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$186,524
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$345,081
Participant contributions at end of year2018-12-31$116,818
Participant contributions at beginning of year2018-12-31$70,825
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$74,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-231,616
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,314,230
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,545,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$14,105
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,699,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,141,484
Interest on participant loans2018-12-31$4,824
Value of interest in common/collective trusts at end of year2018-12-31$498,397
Value of interest in common/collective trusts at beginning of year2018-12-31$333,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-559,017
Net investment gain or loss from common/collective trusts2018-12-31$7,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$32,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$297,873
Contract administrator fees2018-12-31$11,282
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$1,287,757
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$256,360
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$224,789
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$617,020
Value of total assets at end of year2017-12-31$5,545,846
Value of total assets at beginning of year2017-12-31$4,514,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,571
Total interest from all sources2017-12-31$3,197
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$293,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$293,803
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$321,341
Participant contributions at end of year2017-12-31$70,825
Participant contributions at beginning of year2017-12-31$65,359
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$265,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,031,397
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,545,846
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,514,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$12,191
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,141,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,065,884
Interest on participant loans2017-12-31$3,197
Value of interest in common/collective trusts at end of year2017-12-31$333,537
Value of interest in common/collective trusts at beginning of year2017-12-31$383,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$368,020
Net investment gain or loss from common/collective trusts2017-12-31$5,717
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$29,948
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$224,789
Contract administrator fees2017-12-31$19,380
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$661,668
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$320,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$299,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$296,646
Value of total assets at end of year2016-12-31$4,514,449
Value of total assets at beginning of year2016-12-31$4,173,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$21,000
Total interest from all sources2016-12-31$2,910
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$164,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$164,773
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$274,355
Participant contributions at end of year2016-12-31$65,359
Participant contributions at beginning of year2016-12-31$75,639
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$340,833
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,514,449
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,173,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$10,347
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,065,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,634,431
Interest on participant loans2016-12-31$2,910
Value of interest in common/collective trusts at end of year2016-12-31$383,206
Value of interest in common/collective trusts at beginning of year2016-12-31$463,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$190,515
Net investment gain or loss from common/collective trusts2016-12-31$6,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$22,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$299,835
Contract administrator fees2016-12-31$10,653
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$178,368
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$104,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$86,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$229,140
Value of total assets at end of year2015-12-31$4,173,616
Value of total assets at beginning of year2015-12-31$4,099,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,516
Total interest from all sources2015-12-31$3,786
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$204,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$204,308
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$217,564
Participant contributions at end of year2015-12-31$75,639
Participant contributions at beginning of year2015-12-31$100,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$74,336
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,173,616
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,099,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$10,119
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,634,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,614,670
Interest on participant loans2015-12-31$3,778
Value of interest in common/collective trusts at end of year2015-12-31$463,546
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$383,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$383,802
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-262,711
Net investment gain or loss from common/collective trusts2015-12-31$3,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$11,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$86,516
Contract administrator fees2015-12-31$7,397
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318

Form 5500 Responses for WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN

2022: WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN 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: WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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: WESTON PONTIAC BUICK GMC, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

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

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

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

See full terms and conditions

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