401k Plan data: ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN plan

ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN 401k Plan overview

Plan Name	ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN
Plan identification number	001

ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN Benefits

401k Plan Type

Defined 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

ED BOZARTH CHEVROLET CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: ED BOZARTH CHEVROLET CO., INC.

Employer identification number (EIN): 860587919

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 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 CHRISTOPHER HULSE 2024-06-05
001 2022-01-01 CHRISTOPHER HULSE 2023-05-25
001 2021-01-01 CHRISTOPHER HULSE 2022-06-01
001 2020-01-01 CHRISTOPHER HULSE 2021-05-26
001 2019-01-01 CHRISTOPHER HULSE 2020-08-06
001 2018-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2016-01-01 ED BOZARTH 2017-09-21
001 2015-01-01
001 2014-01-01 ALAN B SVEDLOW 2015-06-26
001 2013-01-01 ALAN B SVEDLOW 2014-07-24
001 2012-01-01 ALAN B. SVEDLOW 2013-10-10
001 2011-01-01 ALAN B. SVEDLOW 2012-10-10
001 2010-01-01 ALAN B. SVEDLOW
001 2009-01-01
001 2009-01-01 ALAN B. SVEDLOW

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	CHRISTOPHER HULSE	2024-06-05
001	2022-01-01	CHRISTOPHER HULSE	2023-05-25
001	2021-01-01	CHRISTOPHER HULSE	2022-06-01
001	2020-01-01	CHRISTOPHER HULSE	2021-05-26
001	2019-01-01	CHRISTOPHER HULSE	2020-08-06
001	2018-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2016-01-01	ED BOZARTH	2017-09-21
001	2015-01-01
001	2014-01-01	ALAN B SVEDLOW	2015-06-26
001	2013-01-01	ALAN B SVEDLOW	2014-07-24
001	2012-01-01	ALAN B. SVEDLOW	2013-10-10
001	2011-01-01	ALAN B. SVEDLOW	2012-10-10
001	2010-01-01	ALAN B. SVEDLOW
001	2009-01-01
001	2009-01-01	ALAN B. SVEDLOW

Plan Statistics for ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN

401k plan membership statisitcs for ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN

Measure Date Value
2018: ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 80
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 11
Total of all active and inactive participants 2018-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 91
Number of participants with account balances 2018-01-01 55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 19
2017: ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 115
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 31
Total of all active and inactive participants 2017-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 146
Number of participants with account balances 2017-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 129
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 29
Total of all active and inactive participants 2016-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 159
Number of participants with account balances 2016-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2010: ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 56
Number of retired or separated participants receiving benefits 2010-01-01 11
Number of other retired or separated participants entitled to future benefits 2010-01-01 10
Total of all active and inactive participants 2010-01-01 77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 1
Total participants 2010-01-01 78
Number of participants with account balances 2010-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 10
2009: ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 76
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 6
Total of all active and inactive participants 2009-01-01 84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 85
Number of participants with account balances 2009-01-01 85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 10

Measure	Date	Value
2018: ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	80
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	11
Total of all active and inactive participants	2018-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	91
Number of participants with account balances	2018-01-01	55
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	19
2017: ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	115
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	31
Total of all active and inactive participants	2017-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	146
Number of participants with account balances	2017-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	129
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	29
Total of all active and inactive participants	2016-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	159
Number of participants with account balances	2016-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2010: ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	56
Number of retired or separated participants receiving benefits	2010-01-01	11
Number of other retired or separated participants entitled to future benefits	2010-01-01	10
Total of all active and inactive participants	2010-01-01	77
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	1
Total participants	2010-01-01	78
Number of participants with account balances	2010-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	10
2009: ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	76
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	6
Total of all active and inactive participants	2009-01-01	84
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	85
Number of participants with account balances	2009-01-01	85
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	10

Financial Data on ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN

Measure	Date	Value
2018 : ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$0
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$-59,311
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$294,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$284,171
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$138,447
Value of total assets at end of year	2018-12-31	$3,328,596
Value of total assets at beginning of year	2018-12-31	$3,682,041
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$9,963
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$1,348
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,394
Assets. Real estate other than employer real property at end of year	2018-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$138,447
Participant contributions at end of year	2018-12-31	$23,371
Participant contributions at beginning of year	2018-12-31	$32,544
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Assets. Loans (other than to participants) at end of year	2018-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-353,445
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,328,596
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,682,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Assets. partnership/joint venture interests at end of year	2018-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$0
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,148,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,649,497
Interest on participant loans	2018-12-31	$1,348
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in master investment trust accounts at end of year	2018-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$156,877
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2018-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Asset value of US Government securities at end of year	2018-12-31	$0
Asset value of US Government securities at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-200,500
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Assets. Value of employer real property at end of year	2018-12-31	$0
Assets. Value of employer real property at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$0
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$284,171
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$0
Contract administrator fees	2018-12-31	$9,963
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CASSELL PLAN AUDITS, INC.
Accountancy firm EIN	2018-12-31	462966358
2017 : ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$684,818
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$140,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$119,480
Value of total corrective distributions	2017-12-31	$11,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$183,323
Value of total assets at end of year	2017-12-31	$3,682,041
Value of total assets at beginning of year	2017-12-31	$3,137,741
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$9,548
Total interest from all sources	2017-12-31	$880
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$107,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$107,966
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$400,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$183,323
Participant contributions at end of year	2017-12-31	$32,544
Participant contributions at beginning of year	2017-12-31	$15,213
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$425
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$544,300
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,682,041
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,137,741
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$6,676
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,649,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,119,437
Interest on participant loans	2017-12-31	$855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$2,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$2,666
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$25
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$392,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$119,480
Contract administrator fees	2017-12-31	$2,872
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CASSELL PLAN AUDITS, INC.
Accountancy firm EIN	2017-12-31	462966358
2016 : ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$6,620
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$409,261
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$127,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$115,956
Expenses. Certain deemed distributions of participant loans	2016-12-31	$509
Value of total corrective distributions	2016-12-31	$4,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$191,329
Value of total assets at end of year	2016-12-31	$3,137,741
Value of total assets at beginning of year	2016-12-31	$2,862,323
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,295
Total interest from all sources	2016-12-31	$624
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$91,720
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$91,720
Administrative expenses professional fees incurred	2016-12-31	$4,564
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$191,329
Participant contributions at end of year	2016-12-31	$15,213
Participant contributions at beginning of year	2016-12-31	$21,899
Participant contributions at end of year	2016-12-31	$425
Participant contributions at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$282,038
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,137,741
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,862,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,119,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,838,472
Interest on participant loans	2016-12-31	$614
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$2,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$1,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$1,952
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$125,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$115,956
Contract administrator fees	2016-12-31	$1,731
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CASSELL PLAN AUDITS, INC.
Accountancy firm EIN	2016-12-31	462966358
2010 : ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$-22,139
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$521,618
Expenses. Total of all expenses incurred	2010-12-31	$615,175
Benefits paid (including direct rollovers)	2010-12-31	$610,295
Total plan assets at end of year	2010-12-31	$2,657,414
Total plan assets at beginning of year	2010-12-31	$2,773,110
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$159,742
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$361,876
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-93,557
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,657,414
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,773,110
Assets. Value of participant loans	2010-12-31	$45,901
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$1,348
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$3,532
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 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
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN

2018: ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2010: ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ED BOZARTH CHEVROLET CO., INC. NADART SALARY DEFERRAL 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 is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	ED BOZARTH CHEVROLET CO., INC.
Employer identification number (EIN):	860587919
NAIC Classification:	441110
NAIC Description:	New Car Dealers