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DOLAN'S OF CONCORD/PINOLE 401(K) PLAN 401k Plan overview

Plan NameDOLAN'S OF CONCORD/PINOLE 401(K) PLAN
Plan identification number 002

DOLAN'S OF CONCORD/PINOLE 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

DOLAN'S OF PINOLE has sponsored the creation of one or more 401k plans.

Company Name:DOLAN'S OF PINOLE
Employer identification number (EIN):941500201
NAIC Classification:423300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DOLAN'S OF CONCORD/PINOLE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01EUGENE DOLAN2018-08-09 EUGENE DOLAN2018-08-09
0022016-01-01EUGENE DOLAN2017-08-31 EUGENE DOLAN2017-08-31
0022015-01-01EUGENE DOLAN2016-09-27 EUGENE DOLAN2016-09-27
0022014-01-01EUGENE DOLAN2015-08-27 EUGENE DOLAN2015-08-27
0022013-01-01EUGENE DOLAN2014-07-23 EUGENE DOLAN2014-07-23
0022012-01-01EUGENE DOLAN2013-09-03 EUGENE DOLAN2013-09-03
0022011-01-01EUGENE DOLAN2012-09-10 EUGENE DOLAN2012-09-10
0022010-01-01EUGENE DOLAN2011-09-15 EUGENE DOLAN2011-09-15

Plan Statistics for DOLAN'S OF CONCORD/PINOLE 401(K) PLAN

401k plan membership statisitcs for DOLAN'S OF CONCORD/PINOLE 401(K) PLAN

Measure Date Value
2022: DOLAN'S OF CONCORD/PINOLE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01128
Total number of active participants reported on line 7a of the Form 55002022-01-01102
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0122
Total of all active and inactive participants2022-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01126
Number of participants with account balances2022-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0110
2021: DOLAN'S OF CONCORD/PINOLE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01127
Total number of active participants reported on line 7a of the Form 55002021-01-01100
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0123
Total of all active and inactive participants2021-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01125
Number of participants with account balances2021-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: DOLAN'S OF CONCORD/PINOLE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01125
Total number of active participants reported on line 7a of the Form 55002020-01-01100
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0119
Total of all active and inactive participants2020-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01121
Number of participants with account balances2020-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: DOLAN'S OF CONCORD/PINOLE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01124
Total number of active participants reported on line 7a of the Form 55002019-01-01103
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-017
Total of all active and inactive participants2019-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01114
Number of participants with account balances2019-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: DOLAN'S OF CONCORD/PINOLE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01125
Total number of active participants reported on line 7a of the Form 55002018-01-01102
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01113
Number of participants with account balances2018-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016

Financial Data on DOLAN'S OF CONCORD/PINOLE 401(K) PLAN

Measure Date Value
2022 : DOLAN'S OF CONCORD/PINOLE 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$0
Total income from all sources (including contributions)2022-12-31$-852,496
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$690,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$661,538
Value of total corrective distributions2022-12-31$4,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$757,723
Value of total assets at end of year2022-12-31$8,667,555
Value of total assets at beginning of year2022-12-31$10,210,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$24,515
Total interest from all sources2022-12-31$6,066
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$136,203
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$136,203
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$597,298
Participant contributions at end of year2022-12-31$95,661
Participant contributions at beginning of year2022-12-31$129,861
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$252
Other income not declared elsewhere2022-12-31$-13,290
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$-1,543,017
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,667,555
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,210,572
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,229,314
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,218,508
Value of interest in pooled separate accounts at end of year2022-12-31$2,064,733
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,025,625
Interest on participant loans2022-12-31$3,362
Interest earned on other investments2022-12-31$2,704
Value of interest in common/collective trusts at beginning of year2022-12-31$1,538,363
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$277,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$298,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-939,147
Net investment gain/loss from pooled separate accounts2022-12-31$-606,092
Net investment gain or loss from common/collective trusts2022-12-31$-193,959
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$160,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$661,286
Contract administrator fees2022-12-31$24,515
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 name2022-12-31APRIO LLP
Accountancy firm EIN2022-12-31571157523
2021 : DOLAN'S OF CONCORD/PINOLE 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$1,732,157
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$619,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$594,968
Expenses. Certain deemed distributions of participant loans2021-12-31$9,104
Value of total corrective distributions2021-12-31$11,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$556,464
Value of total assets at end of year2021-12-31$10,210,572
Value of total assets at beginning of year2021-12-31$9,097,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,076
Total interest from all sources2021-12-31$5,488
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$71,650
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$71,650
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$556,464
Participant contributions at end of year2021-12-31$129,861
Participant contributions at beginning of year2021-12-31$95,056
Other income not declared elsewhere2021-12-31$-12,161
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$1,113,105
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,210,572
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,097,467
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,218,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$467,094
Value of interest in pooled separate accounts at end of year2021-12-31$4,025,625
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,677,071
Interest on participant loans2021-12-31$4,008
Interest earned on other investments2021-12-31$1,480
Value of interest in common/collective trusts at end of year2021-12-31$1,538,363
Value of interest in common/collective trusts at beginning of year2021-12-31$1,152,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$298,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$558,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$357,051
Net investment gain/loss from pooled separate accounts2021-12-31$583,028
Net investment gain or loss from common/collective trusts2021-12-31$170,637
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Employer contributions (assets) at beginning of year2021-12-31$147,091
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$594,968
Contract administrator fees2021-12-31$3,076
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 name2021-12-31APRIO LLP
Accountancy firm EIN2021-12-31571157523
2020 : DOLAN'S OF CONCORD/PINOLE 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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$1,513,512
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$475,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$459,241
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$12,829
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$631,770
Value of total assets at end of year2020-12-31$9,097,467
Value of total assets at beginning of year2020-12-31$8,059,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,513
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$10,202
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$8,193
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$8,193
Administrative expenses professional fees incurred2020-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$478,189
Participant contributions at end of year2020-12-31$95,056
Participant contributions at beginning of year2020-12-31$156,995
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$14,287
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,490
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$8,329
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,037,929
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,097,467
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,059,538
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$467,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$526,562
Value of interest in pooled separate accounts at end of year2020-12-31$6,677,071
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,769,829
Interest on participant loans2020-12-31$6,562
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$3,640
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$1,152,609
Value of interest in common/collective trusts at beginning of year2020-12-31$946,100
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$558,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$492,016
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-3,809
Net investment gain/loss from pooled separate accounts2020-12-31$723,198
Net investment gain or loss from common/collective trusts2020-12-31$135,629
Net gain/loss from 103.12 investment entities2020-12-31$0
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$147,091
Employer contributions (assets) at end of year2020-12-31$147,091
Employer contributions (assets) at beginning of year2020-12-31$153,749
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$459,241
Contract administrator fees2020-12-31$3,513
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RINA ACCOUNTANCY LLP
Accountancy firm EIN2020-12-31841980623
2019 : DOLAN'S OF CONCORD/PINOLE 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$2,017,832
Total income from all sources (including contributions)2019-12-31$2,017,832
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$811,368
Total of all expenses incurred2019-12-31$811,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$795,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$795,170
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$12,688
Value of total corrective distributions2019-12-31$12,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$634,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$634,728
Value of total assets at end of year2019-12-31$8,059,538
Value of total assets at end of year2019-12-31$8,059,538
Value of total assets at beginning of year2019-12-31$6,853,074
Value of total assets at beginning of year2019-12-31$6,853,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,510
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$9,030
Total interest from all sources2019-12-31$9,030
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,300
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$5,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$5,300
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$5,300
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$480,979
Contributions received from participants2019-12-31$480,979
Participant contributions at end of year2019-12-31$156,995
Participant contributions at end of year2019-12-31$156,995
Participant contributions at beginning of year2019-12-31$117,268
Participant contributions at beginning of year2019-12-31$117,268
Participant contributions at end of year2019-12-31$14,287
Participant contributions at end of year2019-12-31$14,287
Participant contributions at beginning of year2019-12-31$15,328
Participant contributions at beginning of year2019-12-31$15,328
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$16,459
Other income not declared elsewhere2019-12-31$16,459
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables 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
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$1,206,464
Value of net income/loss2019-12-31$1,206,464
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,059,538
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,059,538
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,853,074
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,853,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$526,562
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$526,562
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$171,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$171,893
Value of interest in pooled separate accounts at end of year2019-12-31$5,769,829
Value of interest in pooled separate accounts at end of year2019-12-31$5,769,829
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,222,618
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,222,618
Interest on participant loans2019-12-31$5,682
Interest on participant loans2019-12-31$5,682
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$3,348
Interest earned on other investments2019-12-31$3,348
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$946,100
Value of interest in common/collective trusts at end of year2019-12-31$946,100
Value of interest in common/collective trusts at beginning of year2019-12-31$709,354
Value of interest in common/collective trusts at beginning of year2019-12-31$709,354
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$492,016
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$492,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$489,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$489,681
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$107,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$107,632
Net investment gain/loss from pooled separate accounts2019-12-31$1,093,812
Net investment gain/loss from pooled separate accounts2019-12-31$1,093,812
Net investment gain or loss from common/collective trusts2019-12-31$150,871
Net investment gain or loss from common/collective trusts2019-12-31$150,871
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$153,749
Contributions received in cash from employer2019-12-31$153,749
Employer contributions (assets) at end of year2019-12-31$153,749
Employer contributions (assets) at end of year2019-12-31$153,749
Employer contributions (assets) at beginning of year2019-12-31$126,932
Employer contributions (assets) at beginning of year2019-12-31$126,932
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$795,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$795,170
Contract administrator fees2019-12-31$3,510
Contract administrator fees2019-12-31$3,510
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
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
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
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RINA ACCOUNTANCY LLP
Accountancy firm name2019-12-31RINA ACCOUNTANCY LLP
Accountancy firm EIN2019-12-31841980623
Accountancy firm EIN2019-12-31841980623
2018 : DOLAN'S OF CONCORD/PINOLE 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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$123,481
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$230,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$206,546
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$21,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$545,216
Value of total assets at end of year2018-12-31$6,853,074
Value of total assets at beginning of year2018-12-31$6,960,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,265
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$8,496
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,236
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$1,236
Administrative expenses professional fees incurred2018-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$418,284
Participant contributions at end of year2018-12-31$117,268
Participant contributions at beginning of year2018-12-31$125,331
Participant contributions at end of year2018-12-31$15,328
Participant contributions at beginning of year2018-12-31$12,591
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$-2,354
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-107,088
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,853,074
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,960,162
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$171,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$190,592
Value of interest in pooled separate accounts at end of year2018-12-31$5,222,618
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,766,927
Interest on participant loans2018-12-31$5,030
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$3,466
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$709,354
Value of interest in common/collective trusts at beginning of year2018-12-31$281,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$489,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$476,149
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-19,807
Net investment gain/loss from pooled separate accounts2018-12-31$-356,487
Net investment gain or loss from common/collective trusts2018-12-31$-52,819
Net gain/loss from 103.12 investment entities2018-12-31$0
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$126,932
Employer contributions (assets) at end of year2018-12-31$126,932
Employer contributions (assets) at beginning of year2018-12-31$107,072
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$206,546
Contract administrator fees2018-12-31$2,265
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31RINA ACCOUNTANCY LLP
Accountancy firm EIN2018-12-31841980623

Form 5500 Responses for DOLAN'S OF CONCORD/PINOLE 401(K) PLAN

2022: DOLAN'S OF CONCORD/PINOLE 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DOLAN'S OF CONCORD/PINOLE 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DOLAN'S OF CONCORD/PINOLE 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DOLAN'S OF CONCORD/PINOLE 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DOLAN'S OF CONCORD/PINOLE 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number517896
Policy instance 1
Insurance contract or identification number517896
Number of Individuals Covered126
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number517896
Policy instance 1
Insurance contract or identification number517896
Number of Individuals Covered125
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number517896
Policy instance 1
Insurance contract or identification number517896
Number of Individuals Covered121
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number517896
Policy instance 1
Insurance contract or identification number517896
Number of Individuals Covered114
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number517896
Policy instance 1
Insurance contract or identification number517896
Number of Individuals Covered113
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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