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JAMES WOOD MOTORS 401(K) PLAN 401k Plan overview

Plan NameJAMES WOOD MOTORS 401(K) PLAN
Plan identification number 001

JAMES WOOD MOTORS 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

JAMES WOOD MOTORS, INC has sponsored the creation of one or more 401k plans.

Company Name:JAMES WOOD MOTORS, INC
Employer identification number (EIN):751617621
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAMES WOOD MOTORS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CODY BURKHART CODY BURKHART2018-10-15
0012016-01-01CODY BURKHART CODY BURKHART2017-10-16
0012015-01-01CODY BURKHART CODY BURKHART2016-10-13
0012014-01-01CODY BURKHART CODY BURKHART2015-10-09
0012013-01-01CODY BURKHART
0012012-01-01CODY BURKHART CODY BURKHART2013-10-14
0012011-01-01CODY BURKHART
0012009-01-01TOM KEENAN

Plan Statistics for JAMES WOOD MOTORS 401(K) PLAN

401k plan membership statisitcs for JAMES WOOD MOTORS 401(K) PLAN

Measure Date Value
2023: JAMES WOOD MOTORS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01464
Total number of active participants reported on line 7a of the Form 55002023-01-01383
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0142
Total of all active and inactive participants2023-01-01425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01425
Number of participants with account balances2023-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-019
2022: JAMES WOOD MOTORS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01462
Total number of active participants reported on line 7a of the Form 55002022-01-01377
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0162
Total of all active and inactive participants2022-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01439
Number of participants with account balances2022-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: JAMES WOOD MOTORS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01482
Total number of active participants reported on line 7a of the Form 55002021-01-01389
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0151
Total of all active and inactive participants2021-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01440
Number of participants with account balances2021-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0118
2020: JAMES WOOD MOTORS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01499
Total number of active participants reported on line 7a of the Form 55002020-01-01408
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0163
Total of all active and inactive participants2020-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01471
Number of participants with account balances2020-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: JAMES WOOD MOTORS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01479
Total number of active participants reported on line 7a of the Form 55002019-01-01440
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0138
Total of all active and inactive participants2019-01-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01478
Number of participants with account balances2019-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-016
2018: JAMES WOOD MOTORS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01479
Total number of active participants reported on line 7a of the Form 55002018-01-01417
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01457
Number of participants with account balances2018-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: JAMES WOOD MOTORS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01530
Total number of active participants reported on line 7a of the Form 55002017-01-01418
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01445
Number of participants with account balances2017-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: JAMES WOOD MOTORS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01545
Total number of active participants reported on line 7a of the Form 55002016-01-01425
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0186
Total of all active and inactive participants2016-01-01511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01511
Number of participants with account balances2016-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: JAMES WOOD MOTORS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01523
Total number of active participants reported on line 7a of the Form 55002015-01-01431
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0187
Total of all active and inactive participants2015-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01518
Number of participants with account balances2015-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: JAMES WOOD MOTORS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01504
Total number of active participants reported on line 7a of the Form 55002014-01-01407
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0176
Total of all active and inactive participants2014-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01483
Number of participants with account balances2014-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0115
2013: JAMES WOOD MOTORS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01516
Total number of active participants reported on line 7a of the Form 55002013-01-01413
Number of retired or separated participants receiving benefits2013-01-0175
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01488
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01488
Number of participants with account balances2013-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: JAMES WOOD MOTORS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01496
Total number of active participants reported on line 7a of the Form 55002012-01-01405
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0178
Total of all active and inactive participants2012-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01483
Number of participants with account balances2012-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: JAMES WOOD MOTORS 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01465
Total number of active participants reported on line 7a of the Form 55002011-01-01379
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0185
Total of all active and inactive participants2011-01-01464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01464
Number of participants with account balances2011-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2009: JAMES WOOD MOTORS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01493
Total number of active participants reported on line 7a of the Form 55002009-01-01363
Number of retired or separated participants receiving benefits2009-01-0113
Number of other retired or separated participants entitled to future benefits2009-01-0173
Total of all active and inactive participants2009-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01449
Number of participants with account balances2009-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0117

Financial Data on JAMES WOOD MOTORS 401(K) PLAN

Measure Date Value
2023 : JAMES WOOD MOTORS 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$58,338
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$65,154
Total income from all sources (including contributions)2023-12-31$3,680,331
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,116,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,031,704
Value of total corrective distributions2023-12-31$51,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,210,183
Value of total assets at end of year2023-12-31$17,740,657
Value of total assets at beginning of year2023-12-31$15,184,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$34,163
Total interest from all sources2023-12-31$21,889
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$266,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$266,407
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,162,070
Participant contributions at end of year2023-12-31$342,924
Participant contributions at beginning of year2023-12-31$474,356
Participant contributions at end of year2023-12-31$4,793
Participant contributions at beginning of year2023-12-31$3,812
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$9,341
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$13,262
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$58,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$65,154
Other income not declared elsewhere2023-12-31$1,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,563,347
Value of net assets at end of year (total assets less liabilities)2023-12-31$17,682,319
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$15,118,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$13,829,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$11,260,316
Interest on participant loans2023-12-31$21,889
Value of interest in common/collective trusts at end of year2023-12-31$3,504,972
Value of interest in common/collective trusts at beginning of year2023-12-31$3,382,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,180,313
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$48,113
Employer contributions (assets) at end of year2023-12-31$48,899
Employer contributions (assets) at beginning of year2023-12-31$50,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,031,704
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2023-12-31751044330
2022 : JAMES WOOD MOTORS 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$65,154
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$110,308
Total income from all sources (including contributions)2022-12-31$-1,127,752
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,036,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,000,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,168,209
Value of total assets at end of year2022-12-31$15,184,126
Value of total assets at beginning of year2022-12-31$17,393,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$36,002
Total interest from all sources2022-12-31$32,481
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$218,449
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$218,449
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$1,118,056
Participant contributions at end of year2022-12-31$474,356
Participant contributions at beginning of year2022-12-31$499,175
Participant contributions at end of year2022-12-31$3,812
Participant contributions at beginning of year2022-12-31$4,523
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$13,262
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$19,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$65,154
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$76,533
Other income not declared elsewhere2022-12-31$2,434
Administrative expenses (other) incurred2022-12-31$36,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,164,110
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,118,972
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,283,082
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$11,260,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,794,496
Interest on participant loans2022-12-31$32,481
Value of interest in common/collective trusts at end of year2022-12-31$3,382,145
Value of interest in common/collective trusts at beginning of year2022-12-31$3,022,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,549,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$50,153
Employer contributions (assets) at end of year2022-12-31$50,235
Employer contributions (assets) at beginning of year2022-12-31$53,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,000,356
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$33,775
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 name2022-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2022-12-31751044330
2021 : JAMES WOOD MOTORS 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$110,308
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$139,065
Total income from all sources (including contributions)2021-12-31$3,293,167
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,470,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,401,064
Value of total corrective distributions2021-12-31$33,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,164,043
Value of total assets at end of year2021-12-31$17,393,390
Value of total assets at beginning of year2021-12-31$15,599,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$35,932
Total interest from all sources2021-12-31$24,708
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$216,905
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$216,905
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$1,070,155
Participant contributions at end of year2021-12-31$499,175
Participant contributions at beginning of year2021-12-31$528,606
Participant contributions at end of year2021-12-31$4,523
Participant contributions at beginning of year2021-12-31$4,369
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$40,433
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$19,448
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,066
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$76,533
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$63,589
Administrative expenses (other) incurred2021-12-31$35,932
Total non interest bearing cash at beginning of year2021-12-31$3,691
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$1,822,396
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,283,082
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,460,686
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$13,794,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,127,529
Interest on participant loans2021-12-31$24,708
Value of interest in common/collective trusts at end of year2021-12-31$3,022,131
Value of interest in common/collective trusts at beginning of year2021-12-31$2,879,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,887,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$53,455
Employer contributions (assets) at end of year2021-12-31$53,617
Employer contributions (assets) at beginning of year2021-12-31$54,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,401,064
Liabilities. Value of benefit claims payable at end of year2021-12-31$33,775
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$75,476
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 name2021-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2021-12-31751044330
2020 : JAMES WOOD MOTORS 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$139,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$23,270
Total income from all sources (including contributions)2020-12-31$2,929,795
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,101,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,989,940
Value of total corrective distributions2020-12-31$75,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$944,823
Value of total assets at end of year2020-12-31$15,599,751
Value of total assets at beginning of year2020-12-31$14,655,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,935
Total interest from all sources2020-12-31$31,501
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$210,985
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$210,985
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$890,362
Participant contributions at end of year2020-12-31$528,606
Participant contributions at beginning of year2020-12-31$540,811
Participant contributions at end of year2020-12-31$4,369
Participant contributions at beginning of year2020-12-31$15,504
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,066
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$3,563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$63,589
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$5,819
Administrative expenses (other) incurred2020-12-31$35,935
Total non interest bearing cash at end of year2020-12-31$3,691
Total non interest bearing cash at beginning of year2020-12-31$5,819
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$828,444
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,460,686
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,632,242
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,127,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,054,306
Interest on participant loans2020-12-31$31,501
Value of interest in common/collective trusts at end of year2020-12-31$2,879,029
Value of interest in common/collective trusts at beginning of year2020-12-31$2,978,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,742,486
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$54,461
Employer contributions (assets) at end of year2020-12-31$54,461
Employer contributions (assets) at beginning of year2020-12-31$56,826
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,989,940
Liabilities. Value of benefit claims payable at end of year2020-12-31$75,476
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$17,451
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2020-12-31751044330
2019 : JAMES WOOD MOTORS 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,270
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$23,270
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$53,830
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$53,830
Total income from all sources (including contributions)2019-12-31$3,453,721
Total income from all sources (including contributions)2019-12-31$3,453,721
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$1,538,761
Total of all expenses incurred2019-12-31$1,538,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,483,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,483,629
Value of total corrective distributions2019-12-31$17,451
Value of total corrective distributions2019-12-31$17,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,020,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,020,658
Value of total assets at end of year2019-12-31$14,655,512
Value of total assets at end of year2019-12-31$14,655,512
Value of total assets at beginning of year2019-12-31$12,771,112
Value of total assets at beginning of year2019-12-31$12,771,112
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$37,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$37,681
Total interest from all sources2019-12-31$29,744
Total interest from all sources2019-12-31$29,744
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$222,461
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$222,461
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$222,461
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$222,461
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
Contributions received from participants2019-12-31$908,669
Contributions received from participants2019-12-31$908,669
Participant contributions at end of year2019-12-31$540,811
Participant contributions at end of year2019-12-31$540,811
Participant contributions at beginning of year2019-12-31$499,730
Participant contributions at beginning of year2019-12-31$499,730
Participant contributions at end of year2019-12-31$15,504
Participant contributions at end of year2019-12-31$15,504
Participant contributions at beginning of year2019-12-31$4,893
Participant contributions at beginning of year2019-12-31$4,893
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$55,163
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$55,163
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,563
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,563
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,682
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,682
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$5,819
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$5,819
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$11,463
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$11,463
Administrative expenses (other) incurred2019-12-31$37,681
Administrative expenses (other) incurred2019-12-31$37,681
Total non interest bearing cash at end of year2019-12-31$5,819
Total non interest bearing cash at end of year2019-12-31$5,819
Total non interest bearing cash at beginning of year2019-12-31$5,279
Total non interest bearing cash at beginning of year2019-12-31$5,279
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$1,914,960
Value of net income/loss2019-12-31$1,914,960
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,632,242
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,632,242
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,717,282
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,717,282
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
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,054,306
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,054,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,486,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,486,084
Interest on participant loans2019-12-31$29,744
Interest on participant loans2019-12-31$29,744
Value of interest in common/collective trusts at end of year2019-12-31$2,978,683
Value of interest in common/collective trusts at end of year2019-12-31$2,978,683
Value of interest in common/collective trusts at beginning of year2019-12-31$2,716,007
Value of interest in common/collective trusts at beginning of year2019-12-31$2,716,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,180,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,180,858
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$56,826
Contributions received in cash from employer2019-12-31$56,826
Employer contributions (assets) at end of year2019-12-31$56,826
Employer contributions (assets) at end of year2019-12-31$56,826
Employer contributions (assets) at beginning of year2019-12-31$55,437
Employer contributions (assets) at beginning of year2019-12-31$55,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,483,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,483,629
Liabilities. Value of benefit claims payable at end of year2019-12-31$17,451
Liabilities. Value of benefit claims payable at end of year2019-12-31$17,451
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$42,367
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$42,367
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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 name2019-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm name2019-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2019-12-31751044330
Accountancy firm EIN2019-12-31751044330
2018 : JAMES WOOD MOTORS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$53,830
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$61,727
Total income from all sources (including contributions)2018-12-31$575,677
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,336,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,259,593
Value of total corrective distributions2018-12-31$42,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,059,262
Value of total assets at end of year2018-12-31$12,771,112
Value of total assets at beginning of year2018-12-31$14,540,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34,915
Total interest from all sources2018-12-31$26,855
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$226,720
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$226,720
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$942,352
Participant contributions at end of year2018-12-31$499,730
Participant contributions at beginning of year2018-12-31$540,579
Participant contributions at end of year2018-12-31$4,893
Participant contributions at beginning of year2018-12-31$7,061
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$61,838
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,682
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$5,191
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$11,463
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$61,727
Administrative expenses (other) incurred2018-12-31$34,915
Total non interest bearing cash at end of year2018-12-31$5,279
Total non interest bearing cash at beginning of year2018-12-31$5,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,761,198
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,717,282
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,478,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,486,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$11,151,415
Interest on participant loans2018-12-31$26,855
Value of interest in common/collective trusts at end of year2018-12-31$2,716,007
Value of interest in common/collective trusts at beginning of year2018-12-31$2,774,332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-737,160
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$55,072
Employer contributions (assets) at end of year2018-12-31$55,437
Employer contributions (assets) at beginning of year2018-12-31$56,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,259,593
Liabilities. Value of benefit claims payable at end of year2018-12-31$42,367
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2018-12-31751044330
2017 : JAMES WOOD MOTORS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$61,727
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$57,723
Total income from all sources (including contributions)2017-12-31$2,768,345
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,710,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,617,019
Value of total corrective distributions2017-12-31$47,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$969,338
Value of total assets at end of year2017-12-31$14,540,207
Value of total assets at beginning of year2017-12-31$13,478,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$45,699
Total interest from all sources2017-12-31$25,203
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$216,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$216,579
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$912,876
Participant contributions at end of year2017-12-31$540,579
Participant contributions at beginning of year2017-12-31$478,354
Participant contributions at end of year2017-12-31$7,061
Participant contributions at beginning of year2017-12-31$6,262
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$236
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$5,191
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$7,938
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$61,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$57,723
Administrative expenses (other) incurred2017-12-31$45,699
Total non interest bearing cash at end of year2017-12-31$5,340
Total non interest bearing cash at beginning of year2017-12-31$5,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,057,935
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,478,480
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,420,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$11,151,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,074,318
Interest on participant loans2017-12-31$25,203
Value of interest in common/collective trusts at end of year2017-12-31$2,774,332
Value of interest in common/collective trusts at beginning of year2017-12-31$2,849,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,557,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$56,226
Employer contributions (assets) at end of year2017-12-31$56,289
Employer contributions (assets) at beginning of year2017-12-31$56,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,617,019
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2017-12-31751044330
2016 : JAMES WOOD MOTORS 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$57,723
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,428
Total income from all sources (including contributions)2016-12-31$1,876,252
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$862,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$785,827
Value of total corrective distributions2016-12-31$45,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,026,146
Value of total assets at end of year2016-12-31$13,478,268
Value of total assets at beginning of year2016-12-31$12,419,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,639
Total interest from all sources2016-12-31$19,503
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$203,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$203,954
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$901,615
Participant contributions at end of year2016-12-31$478,354
Participant contributions at beginning of year2016-12-31$417,853
Participant contributions at end of year2016-12-31$6,262
Participant contributions at beginning of year2016-12-31$5,693
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$68,549
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$7,938
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,743
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$57,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$12,428
Administrative expenses (other) incurred2016-12-31$31,639
Total non interest bearing cash at end of year2016-12-31$5,025
Total non interest bearing cash at beginning of year2016-12-31$5,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,013,695
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,420,545
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,406,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,074,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,203,895
Interest on participant loans2016-12-31$19,503
Value of interest in common/collective trusts at end of year2016-12-31$2,849,527
Value of interest in common/collective trusts at beginning of year2016-12-31$2,725,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$626,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$55,982
Employer contributions (assets) at end of year2016-12-31$56,844
Employer contributions (assets) at beginning of year2016-12-31$57,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$785,827
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2016-12-31751044330
2015 : JAMES WOOD MOTORS 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,428
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,151
Total income from all sources (including contributions)2015-12-31$974,793
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$987,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$948,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$970,261
Value of total assets at end of year2015-12-31$12,419,278
Value of total assets at beginning of year2015-12-31$12,435,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$39,001
Total interest from all sources2015-12-31$17,699
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$188,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$188,045
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$892,625
Participant contributions at end of year2015-12-31$417,853
Participant contributions at beginning of year2015-12-31$390,949
Participant contributions at end of year2015-12-31$5,693
Participant contributions at beginning of year2015-12-31$8,697
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$19,930
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,743
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,683
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$12,428
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$16,151
Other income not declared elsewhere2015-12-31$2,511
Administrative expenses (other) incurred2015-12-31$39,001
Total non interest bearing cash at end of year2015-12-31$5,508
Total non interest bearing cash at beginning of year2015-12-31$4,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-12,823
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,406,850
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,419,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,203,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,169,303
Interest on participant loans2015-12-31$17,699
Value of interest in common/collective trusts at end of year2015-12-31$2,725,880
Value of interest in common/collective trusts at beginning of year2015-12-31$2,805,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-203,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$57,706
Employer contributions (assets) at end of year2015-12-31$57,706
Employer contributions (assets) at beginning of year2015-12-31$54,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$948,615
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LANE GORMAN TRUBITT, LLC
Accountancy firm EIN2015-12-31751044330
2014 : JAMES WOOD MOTORS 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$16,151
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,353
Total income from all sources (including contributions)2014-12-31$1,581,099
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$443,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$385,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$895,005
Value of total assets at end of year2014-12-31$12,435,824
Value of total assets at beginning of year2014-12-31$11,294,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$58,369
Total interest from all sources2014-12-31$15,790
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$157,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$157,529
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$846,101
Participant contributions at end of year2014-12-31$390,949
Participant contributions at beginning of year2014-12-31$380,905
Participant contributions at end of year2014-12-31$8,697
Participant contributions at beginning of year2014-12-31$11,078
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,683
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$12,647
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$16,151
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$12,353
Administrative expenses (other) incurred2014-12-31$37,369
Total non interest bearing cash at end of year2014-12-31$4,801
Total non interest bearing cash at beginning of year2014-12-31$3,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,137,710
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,419,673
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,281,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$21,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,169,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,002,167
Interest on participant loans2014-12-31$15,790
Value of interest in common/collective trusts at end of year2014-12-31$2,805,344
Value of interest in common/collective trusts at beginning of year2014-12-31$2,829,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$512,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$48,904
Employer contributions (assets) at end of year2014-12-31$54,047
Employer contributions (assets) at beginning of year2014-12-31$54,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$385,020
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LANE GORMAN TRUBITT, PLLC
Accountancy firm EIN2014-12-31751044330
2013 : JAMES WOOD MOTORS 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$12,353
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$85,127
Total income from all sources (including contributions)2013-12-31$2,274,459
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$642,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$600,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$821,501
Value of total assets at end of year2013-12-31$11,294,316
Value of total assets at beginning of year2013-12-31$9,735,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$42,152
Total interest from all sources2013-12-31$18,624
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$361,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$361,916
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$765,442
Participant contributions at end of year2013-12-31$380,905
Participant contributions at beginning of year2013-12-31$480,624
Participant contributions at end of year2013-12-31$11,078
Participant contributions at beginning of year2013-12-31$4,681
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$5,961
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$12,647
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,620
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$12,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$85,127
Administrative expenses (other) incurred2013-12-31$21,152
Total non interest bearing cash at end of year2013-12-31$3,158
Total non interest bearing cash at beginning of year2013-12-31$38,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,632,090
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,281,963
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,649,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$21,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,002,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,632,253
Interest on participant loans2013-12-31$18,624
Value of interest in common/collective trusts at end of year2013-12-31$2,829,661
Value of interest in common/collective trusts at beginning of year2013-12-31$2,535,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,072,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$50,098
Employer contributions (assets) at end of year2013-12-31$54,700
Employer contributions (assets) at beginning of year2013-12-31$39,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$600,217
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LANE GORMAN TRUBITT, PLLC
Accountancy firm EIN2013-12-31751044330
2012 : JAMES WOOD MOTORS 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$85,127
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$74,746
Total income from all sources (including contributions)2012-12-31$1,578,518
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$806,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$760,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$641,457
Value of total assets at end of year2012-12-31$9,735,000
Value of total assets at beginning of year2012-12-31$8,952,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$45,753
Total interest from all sources2012-12-31$22,406
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$261,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$261,948
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$598,630
Participant contributions at end of year2012-12-31$480,624
Participant contributions at beginning of year2012-12-31$594,108
Participant contributions at end of year2012-12-31$4,681
Participant contributions at beginning of year2012-12-31$6,027
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,228
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,620
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,751
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$85,127
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$74,746
Administrative expenses (other) incurred2012-12-31$24,753
Total non interest bearing cash at end of year2012-12-31$38,670
Total non interest bearing cash at beginning of year2012-12-31$30,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$772,469
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,649,873
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,877,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$21,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,632,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,751,456
Interest on participant loans2012-12-31$22,406
Value of interest in common/collective trusts at end of year2012-12-31$2,535,553
Value of interest in common/collective trusts at beginning of year2012-12-31$2,527,904
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$652,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$39,599
Employer contributions (assets) at end of year2012-12-31$39,599
Employer contributions (assets) at beginning of year2012-12-31$37,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$760,296
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LANE GORMAN TRUBITT, PLLC
Accountancy firm EIN2012-12-31751044330
2011 : JAMES WOOD MOTORS 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$74,746
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$47,672
Total income from all sources (including contributions)2011-12-31$621,858
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$358,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$315,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$589,503
Value of total assets at end of year2011-12-31$8,952,150
Value of total assets at beginning of year2011-12-31$8,661,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$42,860
Total interest from all sources2011-12-31$24,892
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$179,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$179,935
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$524,704
Participant contributions at end of year2011-12-31$594,108
Participant contributions at beginning of year2011-12-31$581,293
Participant contributions at end of year2011-12-31$6,027
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$27,660
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,751
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4,378
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$74,746
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$47,672
Total non interest bearing cash at end of year2011-12-31$30,765
Total non interest bearing cash at beginning of year2011-12-31$24,393
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$263,769
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,877,404
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,613,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$42,860
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,751,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,706,573
Interest on participant loans2011-12-31$24,892
Value of interest in common/collective trusts at end of year2011-12-31$2,527,904
Value of interest in common/collective trusts at beginning of year2011-12-31$2,327,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-172,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$37,139
Employer contributions (assets) at end of year2011-12-31$37,139
Employer contributions (assets) at beginning of year2011-12-31$17,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$315,229
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LANE GORMAN TRUBITT, PLLC
Accountancy firm EIN2011-12-31751044330
2010 : JAMES WOOD MOTORS 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$47,672
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$62,061
Total income from all sources (including contributions)2010-12-31$1,267,155
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,098,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,089,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$511,468
Value of total assets at end of year2010-12-31$8,661,307
Value of total assets at beginning of year2010-12-31$8,507,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$9,400
Total interest from all sources2010-12-31$25,937
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$199,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$199,378
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$494,214
Participant contributions at end of year2010-12-31$581,293
Participant contributions at beginning of year2010-12-31$490,041
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$4,378
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$56,401
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$47,672
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$62,061
Total non interest bearing cash at end of year2010-12-31$24,393
Total non interest bearing cash at beginning of year2010-12-31$45,236
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$168,416
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,613,635
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,445,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$9,400
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,706,573
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,136,406
Interest on participant loans2010-12-31$25,937
Value of interest in common/collective trusts at end of year2010-12-31$2,327,436
Value of interest in common/collective trusts at beginning of year2010-12-31$2,779,196
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$530,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$17,254
Employer contributions (assets) at end of year2010-12-31$17,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,089,339
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LANE GORMAN TRUBITT, LLP
Accountancy firm EIN2010-12-31751044330

Form 5500 Responses for JAMES WOOD MOTORS 401(K) PLAN

2023: JAMES WOOD MOTORS 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JAMES WOOD MOTORS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JAMES WOOD MOTORS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JAMES WOOD MOTORS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JAMES WOOD MOTORS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JAMES WOOD MOTORS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JAMES WOOD MOTORS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAMES WOOD MOTORS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAMES WOOD MOTORS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAMES WOOD MOTORS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAMES WOOD MOTORS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAMES WOOD MOTORS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAMES WOOD MOTORS 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JAMES WOOD MOTORS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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