401k Plan data: BRIAN TOLIVER AUTO 401(K) PLAN plan

BRIAN TOLIVER AUTO 401(K) PLAN 401k Plan overview

Plan Name	BRIAN TOLIVER AUTO 401(K) PLAN
Plan identification number	001

BRIAN TOLIVER AUTO 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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.

401k Sponsoring company profile

SULPHUR SPRINGS FORD LINCOLN MERCURY, INC. has sponsored the creation of one or more 401k plans.

Company Name: SULPHUR SPRINGS FORD LINCOLN MERCURY, INC.

Employer identification number (EIN): 752954431

NAIC Classification: 441110
NAIC Description: New Car Dealers

Additional information about SULPHUR SPRINGS FORD LINCOLN MERCURY, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2001-10-12

Company Identification Number: 0800019199

Legal Registered Office Address: PO BOX 616

SULPHUR SPGS
United States of America (USA)
75483

More information about SULPHUR SPRINGS FORD LINCOLN MERCURY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRIAN TOLIVER AUTO 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 LOU BOX 2024-06-04
001 2022-01-01 LOU BOX 2023-07-26
001 2021-01-01 LOU BOX 2022-06-29
001 2020-01-01 LOU BOX 2021-06-07
001 2019-01-01 LOU BOX 2020-06-11
001 2018-01-01 LOU BOX 2019-05-08
001 2017-01-01 LOU BOX 2018-07-03
001 2016-01-01 LOU BOX 2017-07-06
001 2015-01-01
001 2013-01-01 JUDY WHITE JUDY WHITE 2014-03-12
001 2012-01-01 JUDY WHITE JUDY WHITE 2013-10-10
001 2011-01-01 APRIL ANDERSON
001 2009-01-01 APRIL ANDERSON BRIAN TOLIVER 2010-04-08

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	LOU BOX	2024-06-04
001	2022-01-01	LOU BOX	2023-07-26
001	2021-01-01	LOU BOX	2022-06-29
001	2020-01-01	LOU BOX	2021-06-07
001	2019-01-01	LOU BOX	2020-06-11
001	2018-01-01	LOU BOX	2019-05-08
001	2017-01-01	LOU BOX	2018-07-03
001	2016-01-01	LOU BOX	2017-07-06
001	2015-01-01
001	2013-01-01	JUDY WHITE		JUDY WHITE	2014-03-12
001	2012-01-01	JUDY WHITE		JUDY WHITE	2013-10-10
001	2011-01-01	APRIL ANDERSON
001	2009-01-01	APRIL ANDERSON		BRIAN TOLIVER	2010-04-08

Plan Statistics for BRIAN TOLIVER AUTO 401(K) PLAN

401k plan membership statisitcs for BRIAN TOLIVER AUTO 401(K) PLAN

Measure Date Value
2013: BRIAN TOLIVER AUTO 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BRIAN TOLIVER AUTO 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 20
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 20
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BRIAN TOLIVER AUTO 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 23
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 31
Total of all active and inactive participants 2011-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 54
Number of participants with account balances 2011-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: BRIAN TOLIVER AUTO 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 50
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 32
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 22
Total of all active and inactive participants 2009-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 54
Number of participants with account balances 2009-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: BRIAN TOLIVER AUTO 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BRIAN TOLIVER AUTO 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	20
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	20
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BRIAN TOLIVER AUTO 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	23
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	31
Total of all active and inactive participants	2011-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	54
Number of participants with account balances	2011-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: BRIAN TOLIVER AUTO 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	50
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	32
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	22
Total of all active and inactive participants	2009-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	54
Number of participants with account balances	2009-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BRIAN TOLIVER AUTO 401(K) PLAN

Measure	Date	Value
2013 : BRIAN TOLIVER AUTO 401(K) PLAN 2013 401k financial data
Total income from all sources	2013-12-10	$12
Expenses. Total of all expenses incurred	2013-12-10	$1,646
Benefits paid (including direct rollovers)	2013-12-10	$1,640
Total plan assets at end of year	2013-12-10	$0
Total plan assets at beginning of year	2013-12-10	$1,634
Value of fidelity bond covering the plan	2013-12-10	$250,000
Other income received	2013-12-10	$12
Net income (gross income less expenses)	2013-12-10	$-1,634
Net plan assets at end of year (total assets less liabilities)	2013-12-10	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-10	$1,634
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-10	$6
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-10	$0
2012 : BRIAN TOLIVER AUTO 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$11,949
Expenses. Total of all expenses incurred	2012-12-31	$197,049
Benefits paid (including direct rollovers)	2012-12-31	$195,147
Total plan assets at end of year	2012-12-31	$1,634
Total plan assets at beginning of year	2012-12-31	$186,734
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$589
Other income received	2012-12-31	$11,360
Net income (gross income less expenses)	2012-12-31	$-185,100
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,634
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$186,734
Assets. Value of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$961
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$941
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : BRIAN TOLIVER AUTO 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$12,198
Expenses. Total of all expenses incurred	2011-12-31	$2,361
Benefits paid (including direct rollovers)	2011-12-31	$1,773
Total plan assets at end of year	2011-12-31	$186,734
Total plan assets at beginning of year	2011-12-31	$176,897
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$16,998
Other income received	2011-12-31	$-4,800
Net income (gross income less expenses)	2011-12-31	$9,837
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$186,734
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$176,897
Assets. Value of participant loans	2011-12-31	$7,093
Value of corrective distributions	2011-12-31	$463
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$125
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : BRIAN TOLIVER AUTO 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$45,636
Expenses. Total of all expenses incurred	2010-12-31	$13,247
Benefits paid (including direct rollovers)	2010-12-31	$13,046
Total plan assets at end of year	2010-12-31	$176,897
Total plan assets at beginning of year	2010-12-31	$144,508
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$18,049
Other income received	2010-12-31	$26,869
Net income (gross income less expenses)	2010-12-31	$32,389
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$176,897
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$144,508
Assets. Value of participant loans	2010-12-31	$7,323
Total contributions received or receivable from employer(s)	2010-12-31	$718
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$201
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : BRIAN TOLIVER AUTO 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for BRIAN TOLIVER AUTO 401(K) PLAN

2013: BRIAN TOLIVER AUTO 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BRIAN TOLIVER AUTO 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BRIAN TOLIVER AUTO 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BRIAN TOLIVER AUTO 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

BRIAN TOLIVER FORD QUITMAN 401(K) PLAN [EIN = 474613293]

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Company Name:	SULPHUR SPRINGS FORD LINCOLN MERCURY, INC.
Employer identification number (EIN):	752954431
NAIC Classification:	441110
NAIC Description:	New Car Dealers

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2001-10-12
Company Identification Number:	0800019199
Legal Registered Office Address:	PO BOX 616 SULPHUR SPGS United States of America (USA) 75483