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THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 401k Plan overview

Plan NameTHE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS
Plan identification number 002

THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JAGUAR LAND ROVER NORTH AMERICA LLC has sponsored the creation of one or more 401k plans.

Company Name:JAGUAR LAND ROVER NORTH AMERICA LLC
Employer identification number (EIN):222675556
NAIC Classification:423100

Additional information about JAGUAR LAND ROVER NORTH AMERICA LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2075961

More information about JAGUAR LAND ROVER NORTH AMERICA LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022016-11-01MARYANNE DILLON
0022015-11-01MARYANNE DILLON
0022014-11-01MARYANNE DILLON
0022013-11-01KATHLEEN GIACCIO
0022012-11-01KATHLEEN GIACCIO
0022011-11-01KATHLEEN GIACCIO KATHLEEN GIACCIO2013-08-15
0022010-11-01SUSAN LUDWIG SUSAN LUDWIG2012-08-14
0022009-11-01SUSAN LUDWIG
0022008-11-01

Plan Statistics for THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS

401k plan membership statisitcs for THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS

Measure Date Value
2017: THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 2017 401k membership
Market value of plan assets2017-10-3129,830,243
Acturial value of plan assets2017-10-3130,220,381
Funding target for retired participants and beneficiaries receiving payment2017-10-3118,142,378
Number of terminated vested participants2017-10-3144
Fundng target for terminated vested participants2017-10-311,978,173
Active participant vested funding target2017-10-311,894,813
Number of active participants2017-10-3130
Total funding liabilities for active participants2017-10-311,894,813
Total participant count2017-10-31258
Total funding target for all participants2017-10-3122,015,364
Balance at beginning of prior year after applicable adjustments2017-10-3120,571,705
Prefunding balance at beginning of prior year after applicable adjustments2017-10-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-10-31250,000
Prefunding balanced used to offset prior years funding requirement2017-10-310
Amount remaining of carryover balance2017-10-3120,321,705
Amount remaining of prefunding balance2017-10-310
Present value of excess contributions2017-10-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-10-310
Balance of carryovers at beginning of current year2017-10-3121,380,466
Balance of prefunding at beginning of current year2017-10-310
Total employer contributions2017-10-31394,531
Total employee contributions2017-10-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-10-310
Contributions made to avoid restrictions adjusted to valuation date2017-10-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-10-31375,032
Liquidity shortfalls end of Q12017-10-310
Liquidity shortfalls end of Q22017-10-310
Liquidity shortfalls end of Q32017-10-310
Liquidity shortfalls end of Q42017-10-310
Unpaid minimum required contributions for all prior years2017-10-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-10-310
Remaining amount of unpaid minimum required contributions2017-10-310
Minimum required contributions for current year target normal cost2017-10-31400,000
Net shortfall amortization installment of oustanding balance2017-10-310
Waiver amortization installment2017-10-310
Total funding amount beforereflecting carryover/prefunding balances2017-10-31400,000
Carryover balance elected to use to offset funding requirement2017-10-31187,500
Prefunding balance elected to use to offset funding requirement2017-10-310
Additional cash requirement2017-10-31212,500
Contributions allocatedtoward minimum required contributions for current year2017-10-31375,032
Unpaid minimum required contributions for current year2017-10-310
Unpaid minimum required contributions for all years2017-10-310
2016: THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 2016 401k membership
Total participants, beginning-of-year2016-11-01254
Total number of active participants reported on line 7a of the Form 55002016-11-010
Number of retired or separated participants receiving benefits2016-11-010
Number of other retired or separated participants entitled to future benefits2016-11-010
Total of all active and inactive participants2016-11-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-11-010
Total participants2016-11-010
2015: THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 2015 401k membership
Total participants, beginning-of-year2015-11-01256
Total number of active participants reported on line 7a of the Form 55002015-11-0130
Number of retired or separated participants receiving benefits2015-11-01149
Number of other retired or separated participants entitled to future benefits2015-11-0142
Total of all active and inactive participants2015-11-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-11-0133
Total participants2015-11-01254
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-11-010
2014: THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 2014 401k membership
Total participants, beginning-of-year2014-11-01261
Total number of active participants reported on line 7a of the Form 55002014-11-0128
Number of retired or separated participants receiving benefits2014-11-01149
Number of other retired or separated participants entitled to future benefits2014-11-0148
Total of all active and inactive participants2014-11-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-11-0131
Total participants2014-11-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-11-010
2013: THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 2013 401k membership
Total participants, beginning-of-year2013-11-01308
Total number of active participants reported on line 7a of the Form 55002013-11-0131
Number of retired or separated participants receiving benefits2013-11-01154
Number of other retired or separated participants entitled to future benefits2013-11-0148
Total of all active and inactive participants2013-11-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-11-0128
Total participants2013-11-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-11-010
2012: THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 2012 401k membership
Total participants, beginning-of-year2012-11-01314
Total number of active participants reported on line 7a of the Form 55002012-11-0134
Number of retired or separated participants receiving benefits2012-11-01152
Number of other retired or separated participants entitled to future benefits2012-11-0194
Total of all active and inactive participants2012-11-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-11-0128
Total participants2012-11-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-11-010
2011: THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 2011 401k membership
Total participants, beginning-of-year2011-11-01318
Total number of active participants reported on line 7a of the Form 55002011-11-0136
Number of retired or separated participants receiving benefits2011-11-01151
Number of other retired or separated participants entitled to future benefits2011-11-0198
Total of all active and inactive participants2011-11-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-11-0129
Total participants2011-11-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-11-010
2010: THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 2010 401k membership
Total participants, beginning-of-year2010-11-01324
Total number of active participants reported on line 7a of the Form 55002010-11-0143
Number of retired or separated participants receiving benefits2010-11-01151
Number of other retired or separated participants entitled to future benefits2010-11-0195
Total of all active and inactive participants2010-11-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-11-0129
Total participants2010-11-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-11-010
2009: THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 2009 401k membership
Total participants, beginning-of-year2009-11-01327
Total number of active participants reported on line 7a of the Form 55002009-11-0152
Number of retired or separated participants receiving benefits2009-11-01146
Number of other retired or separated participants entitled to future benefits2009-11-0198
Total of all active and inactive participants2009-11-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-11-0128
Total participants2009-11-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-11-010

Financial Data on THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS

Measure Date Value
2017 : THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-10-31$0
Total income from all sources (including contributions)2017-10-31$963,229
Total loss/gain on sale of assets2017-10-31$0
Total of all expenses incurred2017-10-31$30,793,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-10-31$30,312,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-10-31$394,531
Value of total assets at end of year2017-10-31$0
Value of total assets at beginning of year2017-10-31$29,830,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-10-31$481,215
Total interest from all sources2017-10-31$4,099
Total dividends received (eg from common stock, registered investment company shares)2017-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-10-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-10-31$0
Administrative expenses professional fees incurred2017-10-31$329,227
Was this plan covered by a fidelity bond2017-10-31Yes
Value of fidelity bond cover2017-10-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-10-31No
Administrative expenses (other) incurred2017-10-31$28,310
Total non interest bearing cash at end of year2017-10-31$0
Total non interest bearing cash at beginning of year2017-10-31$1,500,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Value of net income/loss2017-10-31$-29,830,243
Value of net assets at end of year (total assets less liabilities)2017-10-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-10-31$29,830,243
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-10-31No
Were any leases to which the plan was party in default or uncollectible2017-10-31No
Investment advisory and management fees2017-10-31$123,678
Value of interest in common/collective trusts at end of year2017-10-31$0
Value of interest in common/collective trusts at beginning of year2017-10-31$28,127,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-10-31$202,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-10-31$202,638
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-10-31$4,099
Expenses. Payments to insurance carriers foe the provision of benefits2017-10-31$25,260,000
Net investment gain or loss from common/collective trusts2017-10-31$564,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-10-31Yes
Was there a failure to transmit to the plan any participant contributions2017-10-31No
Has the plan failed to provide any benefit when due under the plan2017-10-31No
Contributions received in cash from employer2017-10-31$394,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-10-31$5,052,257
Did the plan have assets held for investment2017-10-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-10-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-10-31Yes
Opinion of an independent qualified public accountant for this plan2017-10-31Disclaimer
Accountancy firm name2017-10-31PLANTE & MORAN, PLLC
Accountancy firm EIN2017-10-31381357951
2016 : THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-10-31$0
Total income from all sources (including contributions)2016-10-31$1,679,149
Total loss/gain on sale of assets2016-10-31$0
Total of all expenses incurred2016-10-31$2,261,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-10-31$1,967,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-10-31$0
Value of total assets at end of year2016-10-31$29,830,243
Value of total assets at beginning of year2016-10-31$30,412,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-10-31$294,436
Total interest from all sources2016-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-10-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-10-31$0
Administrative expenses professional fees incurred2016-10-31$117,364
Was this plan covered by a fidelity bond2016-10-31Yes
Value of fidelity bond cover2016-10-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-10-31$0
Were there any nonexempt tranactions with any party-in-interest2016-10-31No
Administrative expenses (other) incurred2016-10-31$21,072
Total non interest bearing cash at end of year2016-10-31$1,500,000
Total non interest bearing cash at beginning of year2016-10-31$90,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Value of net income/loss2016-10-31$-582,354
Value of net assets at end of year (total assets less liabilities)2016-10-31$29,830,243
Value of net assets at beginning of year (total assets less liabilities)2016-10-31$30,412,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-10-31No
Were any leases to which the plan was party in default or uncollectible2016-10-31No
Investment advisory and management fees2016-10-31$156,000
Value of interest in common/collective trusts at end of year2016-10-31$28,127,605
Value of interest in common/collective trusts at beginning of year2016-10-31$30,322,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-10-31$202,638
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-10-31$0
Net investment gain or loss from common/collective trusts2016-10-31$1,679,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-10-31Yes
Was there a failure to transmit to the plan any participant contributions2016-10-31No
Has the plan failed to provide any benefit when due under the plan2016-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-10-31$1,967,067
Did the plan have assets held for investment2016-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-10-31No
Aggregate proceeds on sale of assets2016-10-31$1,149,216
Aggregate carrying amount (costs) on sale of assets2016-10-31$1,149,216
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-10-31Yes
Opinion of an independent qualified public accountant for this plan2016-10-31Disclaimer
Accountancy firm name2016-10-31PLANTE & MORAN, PLLC
Accountancy firm EIN2016-10-31381357951
2015 : THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-10-31$0
Total income from all sources (including contributions)2015-10-31$495,086
Total loss/gain on sale of assets2015-10-31$0
Total of all expenses incurred2015-10-31$2,548,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-10-31$2,161,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-10-31$0
Value of total assets at end of year2015-10-31$30,412,597
Value of total assets at beginning of year2015-10-31$32,466,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-10-31$387,053
Total interest from all sources2015-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-10-31No
Administrative expenses professional fees incurred2015-10-31$188,737
Was this plan covered by a fidelity bond2015-10-31Yes
Value of fidelity bond cover2015-10-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-10-31$0
Were there any nonexempt tranactions with any party-in-interest2015-10-31No
Administrative expenses (other) incurred2015-10-31$36,896
Total non interest bearing cash at end of year2015-10-31$90,376
Total non interest bearing cash at beginning of year2015-10-31$30,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Value of net income/loss2015-10-31$-2,053,451
Value of net assets at end of year (total assets less liabilities)2015-10-31$30,412,597
Value of net assets at beginning of year (total assets less liabilities)2015-10-31$32,466,048
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-10-31No
Were any leases to which the plan was party in default or uncollectible2015-10-31No
Investment advisory and management fees2015-10-31$161,420
Value of interest in common/collective trusts at end of year2015-10-31$30,322,221
Value of interest in common/collective trusts at beginning of year2015-10-31$32,436,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-10-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-10-31$0
Net investment gain or loss from common/collective trusts2015-10-31$495,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-10-31Yes
Was there a failure to transmit to the plan any participant contributions2015-10-31No
Has the plan failed to provide any benefit when due under the plan2015-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-10-31$2,161,484
Did the plan have assets held for investment2015-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-10-31No
Aggregate proceeds on sale of assets2015-10-31$1,577,707
Aggregate carrying amount (costs) on sale of assets2015-10-31$1,577,707
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-10-31Yes
Opinion of an independent qualified public accountant for this plan2015-10-31Disclaimer
Accountancy firm name2015-10-31PLANTE & MORAN, PLLC
Accountancy firm EIN2015-10-31381357951
2014 : THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-10-31$0
Total income from all sources (including contributions)2014-10-31$2,316,795
Total loss/gain on sale of assets2014-10-31$0
Total of all expenses incurred2014-10-31$4,319,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-10-31$3,845,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-10-31$0
Value of total assets at end of year2014-10-31$32,466,048
Value of total assets at beginning of year2014-10-31$34,468,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-10-31$473,687
Total interest from all sources2014-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-10-31No
Administrative expenses professional fees incurred2014-10-31$296,023
Was this plan covered by a fidelity bond2014-10-31Yes
Value of fidelity bond cover2014-10-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-10-31$0
Were there any nonexempt tranactions with any party-in-interest2014-10-31No
Administrative expenses (other) incurred2014-10-31$12,936
Total non interest bearing cash at end of year2014-10-31$30,000
Total non interest bearing cash at beginning of year2014-10-31$172,920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Value of net income/loss2014-10-31$-2,002,401
Value of net assets at end of year (total assets less liabilities)2014-10-31$32,466,048
Value of net assets at beginning of year (total assets less liabilities)2014-10-31$34,468,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-10-31No
Were any leases to which the plan was party in default or uncollectible2014-10-31No
Investment advisory and management fees2014-10-31$164,728
Value of interest in common/collective trusts at end of year2014-10-31$32,436,048
Value of interest in common/collective trusts at beginning of year2014-10-31$34,265,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-10-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-10-31$30,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-10-31$30,000
Net investment gain or loss from common/collective trusts2014-10-31$2,316,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-10-31Yes
Was there a failure to transmit to the plan any participant contributions2014-10-31No
Has the plan failed to provide any benefit when due under the plan2014-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-10-31$3,845,509
Did the plan have assets held for investment2014-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-10-31No
Aggregate proceeds on sale of assets2014-10-31$1,347,212
Aggregate carrying amount (costs) on sale of assets2014-10-31$1,347,212
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-10-31Yes
Opinion of an independent qualified public accountant for this plan2014-10-31Disclaimer
Accountancy firm name2014-10-31PLANTE & MORAN, PLLC
Accountancy firm EIN2014-10-31381357951
2013 : THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-10-31$0
Total income from all sources (including contributions)2013-10-31$4,555,745
Total loss/gain on sale of assets2013-10-31$0
Total of all expenses incurred2013-10-31$2,329,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-10-31$2,076,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-10-31$0
Value of total assets at end of year2013-10-31$34,468,449
Value of total assets at beginning of year2013-10-31$32,242,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-10-31$253,590
Total interest from all sources2013-10-31$15
Total dividends received (eg from common stock, registered investment company shares)2013-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-10-31No
Administrative expenses professional fees incurred2013-10-31$113,623
Was this plan covered by a fidelity bond2013-10-31Yes
Value of fidelity bond cover2013-10-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-10-31$0
Were there any nonexempt tranactions with any party-in-interest2013-10-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-10-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-10-31$3
Administrative expenses (other) incurred2013-10-31$11,647
Total non interest bearing cash at end of year2013-10-31$172,920
Total non interest bearing cash at beginning of year2013-10-31$192,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Value of net income/loss2013-10-31$2,226,048
Value of net assets at end of year (total assets less liabilities)2013-10-31$34,468,449
Value of net assets at beginning of year (total assets less liabilities)2013-10-31$32,242,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-10-31No
Were any leases to which the plan was party in default or uncollectible2013-10-31No
Investment advisory and management fees2013-10-31$128,320
Value of interest in common/collective trusts at end of year2013-10-31$34,265,529
Value of interest in common/collective trusts at beginning of year2013-10-31$32,036,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-10-31$30,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-10-31$13,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-10-31$13,747
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-10-31$15
Net investment gain or loss from common/collective trusts2013-10-31$4,555,730
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-10-31Yes
Was there a failure to transmit to the plan any participant contributions2013-10-31No
Has the plan failed to provide any benefit when due under the plan2013-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-10-31$2,076,107
Did the plan have assets held for investment2013-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-10-31Yes
Opinion of an independent qualified public accountant for this plan2013-10-31Disclaimer
Accountancy firm name2013-10-31PLANTE & MORAN, PLLC
Accountancy firm EIN2013-10-31381357951
2012 : THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-10-31$0
Total transfer of assets to this plan2012-10-31$0
Total transfer of assets from this plan2012-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-10-31$0
Total income from all sources (including contributions)2012-10-31$2,836,199
Total loss/gain on sale of assets2012-10-31$0
Total of all expenses incurred2012-10-31$2,376,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-10-31$2,113,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-10-31$0
Value of total assets at end of year2012-10-31$32,242,401
Value of total assets at beginning of year2012-10-31$31,783,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-10-31$262,944
Total interest from all sources2012-10-31$56
Total dividends received (eg from common stock, registered investment company shares)2012-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-10-31No
Administrative expenses professional fees incurred2012-10-31$155,054
Was this plan covered by a fidelity bond2012-10-31Yes
Value of fidelity bond cover2012-10-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-10-31$0
Were there any nonexempt tranactions with any party-in-interest2012-10-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-10-31$3
Administrative expenses (other) incurred2012-10-31$11,130
Total non interest bearing cash at end of year2012-10-31$192,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Value of net income/loss2012-10-31$459,299
Value of net assets at end of year (total assets less liabilities)2012-10-31$32,242,401
Value of net assets at beginning of year (total assets less liabilities)2012-10-31$31,783,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-10-31No
Were any leases to which the plan was party in default or uncollectible2012-10-31No
Investment advisory and management fees2012-10-31$96,760
Value of interest in common/collective trusts at end of year2012-10-31$32,036,118
Value of interest in common/collective trusts at beginning of year2012-10-31$31,754,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-10-31$13,747
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-10-31$29,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-10-31$29,098
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-10-31$56
Net investment gain or loss from common/collective trusts2012-10-31$2,836,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-10-31Yes
Was there a failure to transmit to the plan any participant contributions2012-10-31No
Has the plan failed to provide any benefit when due under the plan2012-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-10-31$2,113,956
Did the plan have assets held for investment2012-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-10-31Yes
Opinion of an independent qualified public accountant for this plan2012-10-31Disclaimer
Accountancy firm name2012-10-31PLANTE & MORAN, PLLC
Accountancy firm EIN2012-10-31381357951
2011 : THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-10-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-10-31$0
Total income from all sources (including contributions)2011-10-31$1,440,731
Total loss/gain on sale of assets2011-10-31$0
Total of all expenses incurred2011-10-31$2,390,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-10-31$2,070,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-10-31$0
Value of total assets at end of year2011-10-31$31,783,102
Value of total assets at beginning of year2011-10-31$32,732,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-10-31$320,154
Total interest from all sources2011-10-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-10-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-10-31No
Administrative expenses professional fees incurred2011-10-31$178,949
Was this plan covered by a fidelity bond2011-10-31Yes
Value of fidelity bond cover2011-10-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-10-31$0
Were there any nonexempt tranactions with any party-in-interest2011-10-31No
Administrative expenses (other) incurred2011-10-31$11,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Value of net income/loss2011-10-31$-949,889
Value of net assets at end of year (total assets less liabilities)2011-10-31$31,783,102
Value of net assets at beginning of year (total assets less liabilities)2011-10-31$32,732,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-10-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-10-31No
Were any leases to which the plan was party in default or uncollectible2011-10-31No
Investment advisory and management fees2011-10-31$129,865
Value of interest in common/collective trusts at end of year2011-10-31$31,754,004
Value of interest in common/collective trusts at beginning of year2011-10-31$32,526,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-10-31$29,098
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-10-31$206,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-10-31$206,858
Net investment gain or loss from common/collective trusts2011-10-31$1,440,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-10-31Yes
Was there a failure to transmit to the plan any participant contributions2011-10-31No
Has the plan failed to provide any benefit when due under the plan2011-10-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-10-31$2,070,466
Did the plan have assets held for investment2011-10-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-10-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-10-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-10-31Yes
Opinion of an independent qualified public accountant for this plan2011-10-31Disclaimer
Accountancy firm name2011-10-31PLANTE & MORAN, PLLC
Accountancy firm EIN2011-10-31381357951

Form 5500 Responses for THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS

2016: THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingYes
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – TrustYes
2016-11-01Plan benefit arrangement – InsuranceYes
2016-11-01Plan benefit arrangement - TrustYes
2015: THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – TrustYes
2015-11-01Plan benefit arrangement - TrustYes
2014: THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 2014 form 5500 responses
2014-11-01Type of plan entitySingle employer plan
2014-11-01Submission has been amendedNo
2014-11-01This submission is the final filingNo
2014-11-01This return/report is a short plan year return/report (less than 12 months)No
2014-11-01Plan is a collectively bargained planNo
2014-11-01Plan funding arrangement – TrustYes
2014-11-01Plan benefit arrangement - TrustYes
2013: THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 2013 form 5500 responses
2013-11-01Type of plan entitySingle employer plan
2013-11-01Submission has been amendedNo
2013-11-01This submission is the final filingNo
2013-11-01This return/report is a short plan year return/report (less than 12 months)No
2013-11-01Plan is a collectively bargained planNo
2013-11-01Plan funding arrangement – TrustYes
2013-11-01Plan benefit arrangement - TrustYes
2012: THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 2012 form 5500 responses
2012-11-01Type of plan entitySingle employer plan
2012-11-01Submission has been amendedNo
2012-11-01This submission is the final filingNo
2012-11-01This return/report is a short plan year return/report (less than 12 months)No
2012-11-01Plan is a collectively bargained planNo
2012-11-01Plan funding arrangement – TrustYes
2012-11-01Plan benefit arrangement - TrustYes
2011: THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 2011 form 5500 responses
2011-11-01Type of plan entitySingle employer plan
2011-11-01Submission has been amendedNo
2011-11-01This submission is the final filingNo
2011-11-01This return/report is a short plan year return/report (less than 12 months)No
2011-11-01Plan is a collectively bargained planNo
2011-11-01Plan funding arrangement – TrustYes
2011-11-01Plan benefit arrangement - TrustYes
2010: THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 2010 form 5500 responses
2010-11-01Type of plan entitySingle employer plan
2010-11-01Submission has been amendedNo
2010-11-01This submission is the final filingNo
2010-11-01This return/report is a short plan year return/report (less than 12 months)No
2010-11-01Plan is a collectively bargained planNo
2010-11-01Plan funding arrangement – TrustYes
2010-11-01Plan benefit arrangement - TrustYes
2009: THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 2009 form 5500 responses
2009-11-01Type of plan entitySingle employer plan
2009-11-01Submission has been amendedNo
2009-11-01This submission is the final filingNo
2009-11-01This return/report is a short plan year return/report (less than 12 months)No
2009-11-01Plan is a collectively bargained planNo
2009-11-01Plan funding arrangement – TrustYes
2009-11-01Plan benefit arrangement - TrustYes
2008: THE RETIREMENT PLAN FOR SALARIED EMPLOYEES OF JAGUAR CARS 2008 form 5500 responses
2008-11-01Type of plan entitySingle employer plan
2008-11-01Submission has been amendedNo
2008-11-01This submission is the final filingNo
2008-11-01This return/report is a short plan year return/report (less than 12 months)No
2008-11-01Plan is a collectively bargained planNo

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