Civic Intelligence
Filing

Western Slope Chrysler Nadart Salary Deferral 401K Plan

Western Slope Chrysler • EIN 84-1073699 • Grand Junction, CO • Plan year 2005

2578 Highway 6 50Grand Junction, CO 81501
Filing Insights

Participants

Down

37 → 36

-1 • -2.70%

Assets

Up

$1,724,417 → $1,905,600

$181,183 • 10.51%

Investment Management Fee

-

Admin expenses - • Total expenses $142,852

Filing Details

Context
Net investment result
$181,183
Pension payor EIN
58-1428634

Status Flags

Fidelity bond in place

Yes

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

No

Leases in default

No

Reportable party-in-interest issues

Not reported

Loss discovered during year

No

Assets with undetermined value

No

Non-cash contributions

No

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

No

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

No

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024158$3,979,726$401,240$6,918iApproximate average salary by contribution assumption: employee only about $172,948 at 4% or $115,299 at 6%; with 50% employer match about $115,299 at 4% or $76,866 at 6%; with 100% employer match about $86,474 at 4% or $57,649 at 6%.
Western Slope Chrysler Nadart Salary Deferral 401K Plan-58$3,979,726$401,240$6,918iApproximate average salary by contribution assumption: employee only about $172,948 at 4% or $115,299 at 6%; with 50% employer match about $115,299 at 4% or $76,866 at 6%; with 100% employer match about $86,474 at 4% or $57,649 at 6%.
2023148$3,412,833$271,157$5,649iApproximate average salary by contribution assumption: employee only about $141,228 at 4% or $94,152 at 6%; with 50% employer match about $94,152 at 4% or $62,768 at 6%; with 100% employer match about $70,614 at 4% or $47,076 at 6%.
Western Slope Chrysler Nadart Salary Deferral 401K Plan-48$3,412,833$271,157$5,649iApproximate average salary by contribution assumption: employee only about $141,228 at 4% or $94,152 at 6%; with 50% employer match about $94,152 at 4% or $62,768 at 6%; with 100% employer match about $70,614 at 4% or $47,076 at 6%.
2022149$2,781,731$316,868$6,467iApproximate average salary by contribution assumption: employee only about $161,667 at 4% or $107,778 at 6%; with 50% employer match about $107,778 at 4% or $71,852 at 6%; with 100% employer match about $80,834 at 4% or $53,889 at 6%.
Western Slope Chrysler Nadart Salary Deferral 401K Plan-49$2,781,731$316,868$6,467iApproximate average salary by contribution assumption: employee only about $161,667 at 4% or $107,778 at 6%; with 50% employer match about $107,778 at 4% or $71,852 at 6%; with 100% employer match about $80,834 at 4% or $53,889 at 6%.
2021145$3,106,340$342,076$7,602iApproximate average salary by contribution assumption: employee only about $190,042 at 4% or $126,695 at 6%; with 50% employer match about $126,695 at 4% or $84,463 at 6%; with 100% employer match about $95,021 at 4% or $63,347 at 6%.
Western Slope Chrysler Nadart Salary Deferral 401K Plan-45$3,106,340$342,076$7,602iApproximate average salary by contribution assumption: employee only about $190,042 at 4% or $126,695 at 6%; with 50% employer match about $126,695 at 4% or $84,463 at 6%; with 100% employer match about $95,021 at 4% or $63,347 at 6%.
2020141$2,646,998$255,087$6,222iApproximate average salary by contribution assumption: employee only about $155,541 at 4% or $103,694 at 6%; with 50% employer match about $103,694 at 4% or $69,129 at 6%; with 100% employer match about $77,770 at 4% or $51,847 at 6%.
Western Slope Chrysler Nadart Salary Deferral 401K Plan-41$2,646,998$255,087$6,222iApproximate average salary by contribution assumption: employee only about $155,541 at 4% or $103,694 at 6%; with 50% employer match about $103,694 at 4% or $69,129 at 6%; with 100% employer match about $77,770 at 4% or $51,847 at 6%.
2019145$3,500,738$223,951$4,977iApproximate average salary by contribution assumption: employee only about $124,417 at 4% or $82,945 at 6%; with 50% employer match about $82,945 at 4% or $55,297 at 6%; with 100% employer match about $62,209 at 4% or $41,472 at 6%.
Western Slope Chrysler Nadart Salary Deferral 401K Plan-45$3,500,738$223,951$4,977iApproximate average salary by contribution assumption: employee only about $124,417 at 4% or $82,945 at 6%; with 50% employer match about $82,945 at 4% or $55,297 at 6%; with 100% employer match about $62,209 at 4% or $41,472 at 6%.
2018144$2,722,378$195,543$4,444iApproximate average salary by contribution assumption: employee only about $111,104 at 4% or $74,069 at 6%; with 50% employer match about $74,069 at 4% or $49,380 at 6%; with 100% employer match about $55,552 at 4% or $37,035 at 6%.
Western Slope Chrysler Nadart Salary Deferral 401K Plan-44$2,722,378$195,543$4,444iApproximate average salary by contribution assumption: employee only about $111,104 at 4% or $74,069 at 6%; with 50% employer match about $74,069 at 4% or $49,380 at 6%; with 100% employer match about $55,552 at 4% or $37,035 at 6%.
2017154$3,562,783$210,674$3,901iApproximate average salary by contribution assumption: employee only about $97,534 at 4% or $65,023 at 6%; with 50% employer match about $65,023 at 4% or $43,349 at 6%; with 100% employer match about $48,767 at 4% or $32,511 at 6%.
Western Slope Chrysler Nadart Salary Deferral 401K Plan-54$3,562,783$210,674$3,901iApproximate average salary by contribution assumption: employee only about $97,534 at 4% or $65,023 at 6%; with 50% employer match about $65,023 at 4% or $43,349 at 6%; with 100% employer match about $48,767 at 4% or $32,511 at 6%.
2016157$3,173,428$218,198$3,828iApproximate average salary by contribution assumption: employee only about $95,701 at 4% or $63,801 at 6%; with 50% employer match about $63,801 at 4% or $42,534 at 6%; with 100% employer match about $47,850 at 4% or $31,900 at 6%.
Western Slope Chrysler Nadart Salary Deferral 401K Plan-57$3,173,428$218,198$3,828iApproximate average salary by contribution assumption: employee only about $95,701 at 4% or $63,801 at 6%; with 50% employer match about $63,801 at 4% or $42,534 at 6%; with 100% employer match about $47,850 at 4% or $31,900 at 6%.
2015153$2,791,481$221,002$4,170iApproximate average salary by contribution assumption: employee only about $104,246 at 4% or $69,497 at 6%; with 50% employer match about $69,497 at 4% or $46,332 at 6%; with 100% employer match about $52,123 at 4% or $34,749 at 6%.
Western Slope Chrysler Nadart Salary Deferral 401K Plan-53$2,791,481$221,002$4,170iApproximate average salary by contribution assumption: employee only about $104,246 at 4% or $69,497 at 6%; with 50% employer match about $69,497 at 4% or $46,332 at 6%; with 100% employer match about $52,123 at 4% or $34,749 at 6%.
2014148$3,006,208$181,975$3,791iApproximate average salary by contribution assumption: employee only about $94,779 at 4% or $63,186 at 6%; with 50% employer match about $63,186 at 4% or $42,124 at 6%; with 100% employer match about $47,389 at 4% or $31,593 at 6%.
Western Slope Chrysler Nadart Salary Deferral 401K Plan-48$3,006,208$181,975$3,791iApproximate average salary by contribution assumption: employee only about $94,779 at 4% or $63,186 at 6%; with 50% employer match about $63,186 at 4% or $42,124 at 6%; with 100% employer match about $47,389 at 4% or $31,593 at 6%.
2013149$3,016,368$180,243$3,678iApproximate average salary by contribution assumption: employee only about $91,961 at 4% or $61,307 at 6%; with 50% employer match about $61,307 at 4% or $40,871 at 6%; with 100% employer match about $45,980 at 4% or $30,654 at 6%.
Western Slope Chrysler Nadart Salary Deferral 401K Plan-49$3,016,368$180,243$3,678iApproximate average salary by contribution assumption: employee only about $91,961 at 4% or $61,307 at 6%; with 50% employer match about $61,307 at 4% or $40,871 at 6%; with 100% employer match about $45,980 at 4% or $30,654 at 6%.
2012150$2,390,609$207,177$4,144iApproximate average salary by contribution assumption: employee only about $103,589 at 4% or $69,059 at 6%; with 50% employer match about $69,059 at 4% or $46,039 at 6%; with 100% employer match about $51,794 at 4% or $34,530 at 6%.
Western Slope Chrysler Nadart Salary Deferral 401K Plan-50$2,390,609$207,177$4,144iApproximate average salary by contribution assumption: employee only about $103,589 at 4% or $69,059 at 6%; with 50% employer match about $69,059 at 4% or $46,039 at 6%; with 100% employer match about $51,794 at 4% or $34,530 at 6%.
2011148$1,955,931$160,658$3,347iApproximate average salary by contribution assumption: employee only about $83,676 at 4% or $55,784 at 6%; with 50% employer match about $55,784 at 4% or $37,189 at 6%; with 100% employer match about $41,838 at 4% or $27,892 at 6%.
Western Slope Chrysler Nadart Salary Deferral 401K Plan-48$1,955,931$160,658$3,347iApproximate average salary by contribution assumption: employee only about $83,676 at 4% or $55,784 at 6%; with 50% employer match about $55,784 at 4% or $37,189 at 6%; with 100% employer match about $41,838 at 4% or $27,892 at 6%.
2010145$1,938,289$111,637$2,481iApproximate average salary by contribution assumption: employee only about $62,021 at 4% or $41,347 at 6%; with 50% employer match about $41,347 at 4% or $27,565 at 6%; with 100% employer match about $31,010 at 4% or $20,674 at 6%.
Western Slope Chrysler Nadart Salary Deferral 401K Plan-45$1,938,289$111,637$2,481iApproximate average salary by contribution assumption: employee only about $62,021 at 4% or $41,347 at 6%; with 50% employer match about $41,347 at 4% or $27,565 at 6%; with 100% employer match about $31,010 at 4% or $20,674 at 6%.
2009140$1,794,236$139,779$3,494iApproximate average salary by contribution assumption: employee only about $87,362 at 4% or $58,241 at 6%; with 50% employer match about $58,241 at 4% or $38,828 at 6%; with 100% employer match about $43,681 at 4% or $29,121 at 6%.
Western Slope Chrysler Nadart Salary Deferral 401K Plan-40$1,794,236$139,779$3,494iApproximate average salary by contribution assumption: employee only about $87,362 at 4% or $58,241 at 6%; with 50% employer match about $58,241 at 4% or $38,828 at 6%; with 100% employer match about $43,681 at 4% or $29,121 at 6%.
2008132$1,260,863$176,994$5,531iApproximate average salary by contribution assumption: employee only about $138,277 at 4% or $92,184 at 6%; with 50% employer match about $92,184 at 4% or $61,456 at 6%; with 100% employer match about $69,138 at 4% or $46,092 at 6%.
Western Slope Chrysler Nadart Salary Deferral 401K Plan-32$1,260,863$176,994$5,531iApproximate average salary by contribution assumption: employee only about $138,277 at 4% or $92,184 at 6%; with 50% employer match about $92,184 at 4% or $61,456 at 6%; with 100% employer match about $69,138 at 4% or $46,092 at 6%.
2007135$0$0-
Western Slope Chrysler Nadart Salary Deferral 401K Plan-35---
2006128$2,240,598$171,978$6,142iApproximate average salary by contribution assumption: employee only about $153,552 at 4% or $102,368 at 6%; with 50% employer match about $102,368 at 4% or $68,245 at 6%; with 100% employer match about $76,776 at 4% or $51,184 at 6%.
Western Slope Chrysler Nadart Salary Deferral 401K Plan-28$2,240,598$171,978$6,142iApproximate average salary by contribution assumption: employee only about $153,552 at 4% or $102,368 at 6%; with 50% employer match about $102,368 at 4% or $68,245 at 6%; with 100% employer match about $76,776 at 4% or $51,184 at 6%.
2005136$1,905,600$172,012$4,778iApproximate average salary by contribution assumption: employee only about $119,453 at 4% or $79,635 at 6%; with 50% employer match about $79,635 at 4% or $53,090 at 6%; with 100% employer match about $59,726 at 4% or $39,818 at 6%.
Western Slope Chrysler Nadart Salary Deferral 401K PlanCurrent36$1,905,600$172,012$4,778iApproximate average salary by contribution assumption: employee only about $119,453 at 4% or $79,635 at 6%; with 50% employer match about $79,635 at 4% or $53,090 at 6%; with 100% employer match about $59,726 at 4% or $39,818 at 6%.
2004140$1,724,417$120,714$3,018iApproximate average salary by contribution assumption: employee only about $75,446 at 4% or $50,298 at 6%; with 50% employer match about $50,298 at 4% or $33,532 at 6%; with 100% employer match about $37,723 at 4% or $25,149 at 6%.
Western Slope Chrysler Nadart Salary Deferral 401K Plan-40$1,724,417$120,714$3,018iApproximate average salary by contribution assumption: employee only about $75,446 at 4% or $50,298 at 6%; with 50% employer match about $50,298 at 4% or $33,532 at 6%; with 100% employer match about $37,723 at 4% or $25,149 at 6%.
2003137$1,442,164$121,407$3,281iApproximate average salary by contribution assumption: employee only about $82,032 at 4% or $54,688 at 6%; with 50% employer match about $54,688 at 4% or $36,459 at 6%; with 100% employer match about $41,016 at 4% or $27,344 at 6%.
Western Slope Chrysler Nadart Salary Deferral 401K Plan-37$1,442,164$121,407$3,281iApproximate average salary by contribution assumption: employee only about $82,032 at 4% or $54,688 at 6%; with 50% employer match about $54,688 at 4% or $36,459 at 6%; with 100% employer match about $41,016 at 4% or $27,344 at 6%.
2002134$1,045,108$126,357$3,716iApproximate average salary by contribution assumption: employee only about $92,910 at 4% or $61,940 at 6%; with 50% employer match about $61,940 at 4% or $41,293 at 6%; with 100% employer match about $46,455 at 4% or $30,970 at 6%.
Western Slope Chrysler Nadart Salary Deferral 401K Plan-34$1,045,108$126,357$3,716iApproximate average salary by contribution assumption: employee only about $92,910 at 4% or $61,940 at 6%; with 50% employer match about $61,940 at 4% or $41,293 at 6%; with 100% employer match about $46,455 at 4% or $30,970 at 6%.
2001124$1,143,160$105,170$4,382iApproximate average salary by contribution assumption: employee only about $109,552 at 4% or $73,035 at 6%; with 50% employer match about $73,035 at 4% or $48,690 at 6%; with 100% employer match about $54,776 at 4% or $36,517 at 6%.
Western Slope Chrysler Nadart Salary Deferral 401K Plan-24$1,143,160$105,170$4,382iApproximate average salary by contribution assumption: employee only about $109,552 at 4% or $73,035 at 6%; with 50% employer match about $73,035 at 4% or $48,690 at 6%; with 100% employer match about $54,776 at 4% or $36,517 at 6%.
2000140$1,308,255$146,837$3,671iApproximate average salary by contribution assumption: employee only about $91,773 at 4% or $61,182 at 6%; with 50% employer match about $61,182 at 4% or $40,788 at 6%; with 100% employer match about $45,887 at 4% or $30,591 at 6%.
Western Slope Chrysler Nadart Salary Deferral 401K Plan-40$1,308,255$146,837$3,671iApproximate average salary by contribution assumption: employee only about $91,773 at 4% or $61,182 at 6%; with 50% employer match about $61,182 at 4% or $40,788 at 6%; with 100% employer match about $45,887 at 4% or $30,591 at 6%.
1999138$1,454,622$148,356$3,904iApproximate average salary by contribution assumption: employee only about $97,603 at 4% or $65,068 at 6%; with 50% employer match about $65,068 at 4% or $43,379 at 6%; with 100% employer match about $48,801 at 4% or $32,534 at 6%.
Western Slope Chrysler Nadart Salary Deferral 401K Plan-38$1,454,622$148,356$3,904iApproximate average salary by contribution assumption: employee only about $97,603 at 4% or $65,068 at 6%; with 50% employer match about $65,068 at 4% or $43,379 at 6%; with 100% employer match about $48,801 at 4% or $32,534 at 6%.
Schedule Details

Schedule I

Schedule I Financial Statement

Small plan result

Balance sheet and activity values reported by the filer for this small-plan annual return.

End-of-year assets$1,905,600$181,183 change

Balance Sheet

Beginning and end of plan year.

Total assets$1,724,417$1,905,600Increase +$181,183 (10.51%)
Total liabilities$0$0No change $0
Net assets$1,724,417$1,905,600Increase +$181,183 (10.51%)

Contributions

Employer contributions$55,179
Participant contributions$116,833
Other contributions$0

Income & Expenses

Total income$324,035
Total expenses$142,852
Net income$181,183
Source fields
Schedule I source fields
Filing Id
84037233473306
Schedule I EIN
84-1073699
Schedule I Plan Num
001
Schedule I Plan Year Begin Date
2005-01-01
Schedule I Tax Period
20051231
Small plan total assets at beginning of year
$1,724,417
Small plan total liabilities at beginning of year
$0
Small plan net assets at beginning of year
$1,724,417
Small plan total assets at end of year
$1,905,600
Small plan total liabilities at end of year
$0
Small plan net assets at end of year
$1,905,600
Small plan employer contributions
$55,179
Small plan participant contributions
$116,833
Small Oth Contribution Rcvd Amount
$0
Small Non Cash Contribution Bs Amount
$0
Small Other Income Amount
$152,023
Small plan total income
$324,035
Small plan total benefit distributions
$141,600
Small Corrective Distribution Amount
$0
Small Dm Dstrb Ptcp Ln A
0
Small Oth Expenses Amount
$1,252
Small plan total expenses
$142,852
Small plan net income or loss
$181,183
Small Total Plan Transfers Amount
$0
Small Joint Venture End of year Indicator
No
Small Joint Venture End of year Amount
$0
Small Employer Prop End of year Indicator
No
Small Employer Prop End of year Amount
$0
Small Investment Real Est End of year I
2
Small Investment Real Est End of year A
0
Small Employer Sec End of year Indicator
No
Small Employer Sec End of year Amount
$0
Small Mortg Participants End of year Indicator
Yes
Small Mortg Participants End of year Amount
$42,907
Small Oth Lns Participants End of year Indicator
No
Small Oth Lns Participants End of year Amount
$0
Small Personal Prop End of year Indicator
No
Small Personal Prop End of year Amount
$0
Small Fail Xmt Ctb I
2
Small Fail Xmt Ctb A
0
Small plan participant loans in default
No
Small Loans In Default Amount
$0
Small plan leases in default
No
Small Leases In Default Amount
$0
Small Pt In Interest Not Reported I
2
Small Pt In Interest Not Reported A
0
Small plan fidelity bond in place
Yes
Small plan fidelity bond amount
$370,000
Small plan loss discovered during year
No
Small Loss Discovered Dur Year Amount
$0
Small plan assets with undetermined value
No
Small Asset Undeterm Valuation Amount
$0
Small plan non-cash contributions reported
No
Small Non Cash Contribution Amount
$0
Small 20 Percent Sngl Investment Indicator
No
Small 20 Percent Sngl Investment Amount
$0
Small plan all plan assets distributed
No
Waiver Annual Iqpa Report
1
Small plan resolution to terminate plan adopted
No
Small Res Terminate Plan Adpt Amount
$0

Schedule R

Schedule R Pension Information

Retirement plan characteristics

Testing, payor, opinion-letter, and transfer information reported with the filing.

Pension & Payor

Payor EIN58-1428634

Transfers

Distributed property value$0
Schedule R source fields
Payor 58-1428634
Filing Id
84037233473306
Schedule R EIN
84-1073699
Schedule R Plan number
001
Schedule R Plan Year Begin Date
2005-01-01
Schedule R Tax Period
20051231
Pension Value Dstrb Pd Property Amount
$0
Pension payor EIN
58-1428634
Pension Bnft Distribution Sngl Sum Count
0
Pension Employer Contribution Rqr Amount
$0
Pension Employer Contribution Paid Amount
$0
Pension Funding Deficiency Amount
$0
Pension Satisfy Cover Basis Code
1