CARL BEASLEY FORD, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CARL BEASLEY FORD, INC. SAVINGS & RETIREMENT PLAN
401k plan membership statisitcs for CARL BEASLEY FORD, INC. SAVINGS & RETIREMENT PLAN
Measure | Date | Value |
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2013 : CARL BEASLEY FORD, INC. SAVINGS & RETIREMENT PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-05-31 | $0 |
Total transfer of assets from this plan | 2013-05-31 | $4,880,758 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-05-31 | $0 |
Total income from all sources (including contributions) | 2013-05-31 | $480,987 |
Total loss/gain on sale of assets | 2013-05-31 | $0 |
Total of all expenses incurred | 2013-05-31 | $59,977 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-05-31 | $39,663 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-05-31 | $99,539 |
Value of total assets at end of year | 2013-05-31 | $0 |
Value of total assets at beginning of year | 2013-05-31 | $4,459,748 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-05-31 | $20,314 |
Total interest from all sources | 2013-05-31 | $28 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-05-31 | $15,543 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-05-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-05-31 | $15,543 |
Administrative expenses professional fees incurred | 2013-05-31 | $9,900 |
Was this plan covered by a fidelity bond | 2013-05-31 | Yes |
Value of fidelity bond cover | 2013-05-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-05-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-05-31 | No |
Contributions received from participants | 2013-05-31 | $73,841 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-05-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-05-31 | $2,982 |
Administrative expenses (other) incurred | 2013-05-31 | $10,414 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
Value of net income/loss | 2013-05-31 | $421,010 |
Value of net assets at end of year (total assets less liabilities) | 2013-05-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-05-31 | $4,459,748 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-05-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-05-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-05-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-05-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-05-31 | $4,376,332 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-05-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-05-31 | $80,434 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-05-31 | $80,434 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-05-31 | $28 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-05-31 | $365,877 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-05-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-05-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-05-31 | No |
Contributions received in cash from employer | 2013-05-31 | $25,698 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-05-31 | $39,663 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-05-31 | No |
Did the plan have assets held for investment | 2013-05-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-05-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-05-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-05-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-05-31 | Disclaimer |
Accountancy firm name | 2013-05-31 | REINSEL KUNTZ LESHER LLP |
Accountancy firm EIN | 2013-05-31 | 232108173 |
2012 : CARL BEASLEY FORD, INC. SAVINGS & RETIREMENT PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $776,625 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $234,085 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $201,541 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $294,324 |
Value of total assets at end of year | 2012-12-31 | $4,459,748 |
Value of total assets at beginning of year | 2012-12-31 | $3,917,208 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $32,544 |
Total interest from all sources | 2012-12-31 | $157 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $216,402 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $2,982 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $2,049 |
Administrative expenses (other) incurred | 2012-12-31 | $9,150 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $3,996 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $542,540 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,459,748 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,917,208 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $23,394 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $4,376,332 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,778,471 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $80,434 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $132,692 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $132,692 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $157 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $482,144 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $77,922 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $201,541 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
2011 : CARL BEASLEY FORD, INC. SAVINGS & RETIREMENT PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $345,928 |
Total loss/gain on sale of assets | 2011-12-31 | $-3,679 |
Total of all expenses incurred | 2011-12-31 | $178,230 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $149,863 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $270,829 |
Value of total assets at end of year | 2011-12-31 | $3,917,208 |
Value of total assets at beginning of year | 2011-12-31 | $3,749,510 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $28,367 |
Total interest from all sources | 2011-12-31 | $11,759 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $6,500 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $410,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $171,519 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $31,014 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $2,049 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $7,522 |
Total non interest bearing cash at end of year | 2011-12-31 | $3,996 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $1,885 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $167,698 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,917,208 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,749,510 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $21,867 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,778,471 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,869,734 |
Income. Interest from US Government securities | 2011-12-31 | $4,725 |
Income. Interest from corporate debt instruments | 2011-12-31 | $6,699 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $132,692 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $479,217 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $479,217 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $335 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $77,790 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $67,019 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $68,296 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $12,305 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $149,863 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $236,969 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $64,088 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $311,080 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $314,759 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | REINSEL KUNTZ LESHER LLP |
Accountancy firm EIN | 2011-12-31 | 232108173 |
2010 : CARL BEASLEY FORD, INC. SAVINGS & RETIREMENT PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $607,946 |
Total loss/gain on sale of assets | 2010-12-31 | $727 |
Total of all expenses incurred | 2010-12-31 | $97,517 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $72,324 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $217,228 |
Value of total assets at end of year | 2010-12-31 | $3,749,510 |
Value of total assets at beginning of year | 2010-12-31 | $3,239,081 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $25,193 |
Total interest from all sources | 2010-12-31 | $22,326 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $5,500 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $410,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $148,711 |
Participant contributions at beginning of year | 2010-12-31 | $2,014 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $7,522 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $4,921 |
Total non interest bearing cash at end of year | 2010-12-31 | $1,885 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $3,662 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $510,429 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,749,510 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,239,081 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $19,693 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,869,734 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,016,779 |
Income. Interest from US Government securities | 2010-12-31 | $3,625 |
Income. Interest from corporate debt instruments | 2010-12-31 | $14,761 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $479,217 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $691,043 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $691,043 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $3,940 |
Asset value of US Government securities at end of year | 2010-12-31 | $77,790 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $79,664 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $367,665 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $68,517 |
Employer contributions (assets) at end of year | 2010-12-31 | $12,305 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $9,139 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $72,324 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $236,969 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $366,139 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $64,088 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $65,720 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $150,996 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $150,269 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | REINSEL KUNTZ LESHER LLP |
Accountancy firm EIN | 2010-12-31 | 232108173 |