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JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameJOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING 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.
  • 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

JOHN L. SULLIVAN CHEVROLET, INC. has sponsored the creation of one or more 401k plans.

Company Name:JOHN L. SULLIVAN CHEVROLET, INC.
Employer identification number (EIN):941139196
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about JOHN L. SULLIVAN CHEVROLET, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 0000-00-00
Company Identification Number: C0242863
Legal Registered Office Address: 700 Automall DriveRosevilleCA95661


United States of America (USA)

More information about JOHN L. SULLIVAN CHEVROLET, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING 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
0012017-01-01STEVEN A. RUCKELS
0012017-01-01STEVEN A. RUCKELS
0012016-01-01STEVEN A. RUCKELS
0012015-01-01STEVEN RUCKELS
0012014-01-01STEVEN RUCKELS
0012013-01-01STEVEN RUCKELS
0012012-01-01STEVEN RUCKELS
0012011-01-01STEVEN RUCKELS
0012009-01-01STEVEN RUCKELS

Plan Statistics for JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01607
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-010
Number of participants with account balances2023-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01890
Total number of active participants reported on line 7a of the Form 55002022-01-0139
Number of retired or separated participants receiving benefits2022-01-01112
Number of other retired or separated participants entitled to future benefits2022-01-01458
Total of all active and inactive participants2022-01-01609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01610
Number of participants with account balances2022-01-01606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01197
2021: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,021
Total number of active participants reported on line 7a of the Form 55002021-01-01509
Number of retired or separated participants receiving benefits2021-01-01111
Number of other retired or separated participants entitled to future benefits2021-01-01249
Total of all active and inactive participants2021-01-01869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01870
Number of participants with account balances2021-01-01783
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01117
2020: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01985
Total number of active participants reported on line 7a of the Form 55002020-01-01541
Number of retired or separated participants receiving benefits2020-01-01148
Number of other retired or separated participants entitled to future benefits2020-01-01299
Total of all active and inactive participants2020-01-01988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01989
Number of participants with account balances2020-01-01884
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01101
2019: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01885
Total number of active participants reported on line 7a of the Form 55002019-01-01562
Number of retired or separated participants receiving benefits2019-01-01138
Number of other retired or separated participants entitled to future benefits2019-01-01245
Total of all active and inactive participants2019-01-01945
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01946
Number of participants with account balances2019-01-01827
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0195
2018: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01796
Total number of active participants reported on line 7a of the Form 55002018-01-01564
Number of retired or separated participants receiving benefits2018-01-0195
Number of other retired or separated participants entitled to future benefits2018-01-01192
Total of all active and inactive participants2018-01-01851
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01851
Number of participants with account balances2018-01-01737
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0171
2017: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01646
Total number of active participants reported on line 7a of the Form 55002017-01-01511
Number of retired or separated participants receiving benefits2017-01-0160
Number of other retired or separated participants entitled to future benefits2017-01-01151
Total of all active and inactive participants2017-01-01722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01722
Number of participants with account balances2017-01-01603
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0172
2016: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01659
Total number of active participants reported on line 7a of the Form 55002016-01-01483
Number of retired or separated participants receiving benefits2016-01-0142
Number of other retired or separated participants entitled to future benefits2016-01-0178
Total of all active and inactive participants2016-01-01603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01603
Number of participants with account balances2016-01-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0167
2015: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01596
Total number of active participants reported on line 7a of the Form 55002015-01-01475
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01157
Total of all active and inactive participants2015-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01632
Number of participants with account balances2015-01-01513
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01476
Total number of active participants reported on line 7a of the Form 55002014-01-01405
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01126
Total of all active and inactive participants2014-01-01531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01531
Number of participants with account balances2014-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01453
Total number of active participants reported on line 7a of the Form 55002013-01-01326
Number of other retired or separated participants entitled to future benefits2013-01-01127
Total of all active and inactive participants2013-01-01453
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01453
Number of participants with account balances2013-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01467
Total number of active participants reported on line 7a of the Form 55002012-01-01315
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01128
Total of all active and inactive participants2012-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01443
Number of participants with account balances2012-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01446
Total number of active participants reported on line 7a of the Form 55002011-01-01322
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01120
Total of all active and inactive participants2011-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01442
Number of participants with account balances2011-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01518
Total number of active participants reported on line 7a of the Form 55002009-01-01350
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01135
Total of all active and inactive participants2009-01-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01485
Number of participants with account balances2009-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0144

Financial Data on JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-07-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-07-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-07-31$0
Total income from all sources (including contributions)2023-07-31$668,519
Total loss/gain on sale of assets2023-07-31$0
Total of all expenses incurred2023-07-31$11,097,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-07-31$11,038,749
Expenses. Certain deemed distributions of participant loans2023-07-31$7,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-07-31$0
Value of total assets at end of year2023-07-31$0
Value of total assets at beginning of year2023-07-31$10,429,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-07-31$51,388
Total interest from all sources2023-07-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-07-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-07-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-07-31$0
Was this plan covered by a fidelity bond2023-07-31Yes
Value of fidelity bond cover2023-07-31$500,000
If this is an individual account plan, was there a blackout period2023-07-31No
Were there any nonexempt tranactions with any party-in-interest2023-07-31No
Participant contributions at end of year2023-07-31$0
Participant contributions at beginning of year2023-07-31$7,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-07-31No
Value of net income/loss2023-07-31$-10,429,285
Value of net assets at end of year (total assets less liabilities)2023-07-31$0
Value of net assets at beginning of year (total assets less liabilities)2023-07-31$10,429,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-07-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-07-31No
Were any leases to which the plan was party in default or uncollectible2023-07-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-07-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-07-31$9,905,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-07-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-07-31$513,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-07-31$513,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-07-31$668,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-07-31No
Was there a failure to transmit to the plan any participant contributions2023-07-31No
Has the plan failed to provide any benefit when due under the plan2023-07-31No
Employer contributions (assets) at beginning of year2023-07-31$2,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-07-31$11,038,749
Contract administrator fees2023-07-31$51,388
Did the plan have assets held for investment2023-07-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-07-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-07-31Yes
Opinion of an independent qualified public accountant for this plan2023-07-31Disclaimer
Accountancy firm name2023-07-31WILLIAMS AND OLDS, CPA'S
Accountancy firm EIN2023-07-31010560769
2022 : JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,477,238
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,564,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,087,151
Expenses. Certain deemed distributions of participant loans2022-12-31$390,718
Value of total corrective distributions2022-12-31$5,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$635,827
Value of total assets at end of year2022-12-31$10,429,285
Value of total assets at beginning of year2022-12-31$22,470,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$80,674
Total interest from all sources2022-12-31$16,917
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
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$584,378
Participant contributions at end of year2022-12-31$7,667
Participant contributions at beginning of year2022-12-31$400,104
Participant contributions at beginning of year2022-12-31$37,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,041,412
Value of net assets at end of year (total assets less liabilities)2022-12-31$10,429,285
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,470,697
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$9,905,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,264,367
Interest on participant loans2022-12-31$10,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$513,718
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$570,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$570,743
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$6,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,129,982
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$51,449
Employer contributions (assets) at end of year2022-12-31$2,125
Employer contributions (assets) at beginning of year2022-12-31$198,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,087,151
Contract administrator fees2022-12-31$80,674
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31WILLIAMS AND OLDS, CPA'S
Accountancy firm EIN2022-12-31010560769
2021 : JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,108,776
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,036,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,832,954
Expenses. Certain deemed distributions of participant loans2021-12-31$16,553
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,720,809
Value of total assets at end of year2021-12-31$22,470,697
Value of total assets at beginning of year2021-12-31$19,398,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$186,972
Total interest from all sources2021-12-31$22,664
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$415,354
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$415,354
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$2,517,579
Participant contributions at end of year2021-12-31$400,104
Participant contributions at beginning of year2021-12-31$411,302
Participant contributions at end of year2021-12-31$37,287
Participant contributions at beginning of year2021-12-31$22,117
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,034
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$3,072,297
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,470,697
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,398,400
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$21,264,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,077,393
Interest on participant loans2021-12-31$22,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$570,743
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$732,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$732,087
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,949,949
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$198,196
Employer contributions (assets) at end of year2021-12-31$198,196
Employer contributions (assets) at beginning of year2021-12-31$155,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,832,954
Contract administrator fees2021-12-31$186,972
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31WILLIAMS AND OLDS, CPA'S
Accountancy firm EIN2021-12-31010560769
2020 : JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,365,091
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,827,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,550,423
Expenses. Certain deemed distributions of participant loans2020-12-31$132,235
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,048,267
Value of total assets at end of year2020-12-31$19,398,400
Value of total assets at beginning of year2020-12-31$16,860,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$144,610
Total interest from all sources2020-12-31$28,691
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$527,675
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$527,675
Administrative expenses professional fees incurred2020-12-31$144,610
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$1,838,530
Participant contributions at end of year2020-12-31$411,302
Participant contributions at beginning of year2020-12-31$457,123
Participant contributions at end of year2020-12-31$22,117
Participant contributions at beginning of year2020-12-31$12,744
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$54,236
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$2,537,823
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,398,400
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,860,577
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$18,077,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,555,212
Interest on participant loans2020-12-31$25,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$732,087
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$687,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$687,943
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,760,458
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$155,501
Employer contributions (assets) at end of year2020-12-31$155,501
Employer contributions (assets) at beginning of year2020-12-31$147,555
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,550,423
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WILLIAMS AND OLDS, CPA'S
Accountancy firm EIN2020-12-31010560769
2019 : JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,588,001
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,343,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,107,253
Expenses. Certain deemed distributions of participant loans2019-12-31$82,408
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,903,818
Value of total assets at end of year2019-12-31$16,860,577
Value of total assets at beginning of year2019-12-31$13,615,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$153,717
Total interest from all sources2019-12-31$43,553
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$449,580
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$449,580
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$1,741,101
Participant contributions at end of year2019-12-31$457,123
Participant contributions at beginning of year2019-12-31$466,756
Participant contributions at end of year2019-12-31$12,744
Participant contributions at beginning of year2019-12-31$4,594
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$15,162
Administrative expenses (other) incurred2019-12-31$11,779
Total non interest bearing cash at beginning of year2019-12-31$14,039
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$3,244,623
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,860,577
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,615,954
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$43,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,555,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,345,680
Interest on participant loans2019-12-31$29,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$687,943
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$641,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$641,585
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$14,468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,191,050
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$147,555
Employer contributions (assets) at end of year2019-12-31$147,555
Employer contributions (assets) at beginning of year2019-12-31$143,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,107,253
Contract administrator fees2019-12-31$98,043
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WILLIAMS AND OLDS, CPA'S
Accountancy firm EIN2019-12-31010560769
2018 : JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,132,344
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,130,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,957,617
Expenses. Certain deemed distributions of participant loans2018-12-31$28,697
Value of total corrective distributions2018-12-31$2,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,957,650
Value of total assets at end of year2018-12-31$13,615,954
Value of total assets at beginning of year2018-12-31$14,613,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$140,970
Total interest from all sources2018-12-31$24,004
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$493,183
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$493,183
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$1,702,830
Participant contributions at end of year2018-12-31$466,756
Participant contributions at beginning of year2018-12-31$366,138
Participant contributions at end of year2018-12-31$4,594
Participant contributions at beginning of year2018-12-31$8,689
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$111,520
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,123
Total non interest bearing cash at end of year2018-12-31$14,039
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-997,890
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,615,954
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,613,844
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$12,345,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,863,753
Interest on participant loans2018-12-31$24,004
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$641,585
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$254,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$254,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,342,493
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$143,300
Employer contributions (assets) at end of year2018-12-31$143,300
Employer contributions (assets) at beginning of year2018-12-31$118,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,957,617
Contract administrator fees2018-12-31$140,970
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 name2018-12-31WILLIAMS AND OLDS, CPA'S
Accountancy firm EIN2018-12-31010560769
2017 : JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING 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$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$3,369,685
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$576,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$427,850
Expenses. Certain deemed distributions of participant loans2017-12-31$51,583
Value of total corrective distributions2017-12-31$26,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,547,649
Value of total assets at end of year2017-12-31$14,613,844
Value of total assets at beginning of year2017-12-31$11,820,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$71,344
Total interest from all sources2017-12-31$20,362
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
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$1,423,938
Participant contributions at end of year2017-12-31$366,138
Participant contributions at beginning of year2017-12-31$413,837
Participant contributions at end of year2017-12-31$8,689
Participant contributions at beginning of year2017-12-31$5,366
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$4,669
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,123
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$194
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$2,792,903
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,613,844
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,820,941
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$13,863,753
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,297,682
Interest on participant loans2017-12-31$19,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$254,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,801,674
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$119,042
Employer contributions (assets) at end of year2017-12-31$118,399
Employer contributions (assets) at beginning of year2017-12-31$103,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$427,850
Contract administrator fees2017-12-31$71,344
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 name2017-12-31WILLIAMS & OLDS, CPA'S
Accountancy firm EIN2017-12-31010560769
2016 : JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING 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$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$2,099,057
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,102,298
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$969,719
Expenses. Certain deemed distributions of participant loans2016-12-31$22,269
Value of total corrective distributions2016-12-31$45,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,361,235
Value of total assets at end of year2016-12-31$11,820,941
Value of total assets at beginning of year2016-12-31$10,824,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$64,863
Total interest from all sources2016-12-31$20,844
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$64,863
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$1,233,089
Participant contributions at end of year2016-12-31$413,837
Participant contributions at beginning of year2016-12-31$420,566
Participant contributions at end of year2016-12-31$5,366
Participant contributions at beginning of year2016-12-31$4,437
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$24,284
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$194
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$996,759
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,820,941
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,824,182
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$11,297,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,399,179
Interest on participant loans2016-12-31$20,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$716,978
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$103,862
Employer contributions (assets) at end of year2016-12-31$103,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$969,719
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 name2016-12-31WILLIAMS & OLDS, CPA'S
Accountancy firm EIN2016-12-31010560769
2015 : JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$980,586
Total of all expenses incurred2015-12-31$1,162,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,135,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,111,458
Value of total assets at end of year2015-12-31$10,824,182
Value of total assets at beginning of year2015-12-31$11,006,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,341
Total interest from all sources2015-12-31$21,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,088,142
Participant contributions at end of year2015-12-31$420,566
Participant contributions at beginning of year2015-12-31$363,772
Participant contributions at end of year2015-12-31$4,437
Participant contributions at beginning of year2015-12-31$4,478
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$23,316
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-182,318
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,824,182
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,006,500
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
Investment advisory and management fees2015-12-31$27,341
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,399,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,638,250
Interest on participant loans2015-12-31$21,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-152,352
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,135,563
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 name2015-12-31WILLIAMS & OLDS, CPA'S
Accountancy firm EIN2015-12-31010560769
2014 : JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,400,599
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$697,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$697,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$842,280
Value of total assets at end of year2014-12-31$11,006,500
Value of total assets at beginning of year2014-12-31$10,303,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$17,878
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$842,280
Participant contributions at end of year2014-12-31$363,772
Participant contributions at beginning of year2014-12-31$351,336
Participant contributions at end of year2014-12-31$4,478
Participant contributions at beginning of year2014-12-31$3,011
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$702,643
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,006,500
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,303,857
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,638,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,949,510
Income. Interest from loans (other than to participants)2014-12-31$17,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$540,441
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$697,956
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 name2014-12-31WILLIAMS & OLDS, CPA'S
Accountancy firm EIN2014-12-31010560769
2013 : JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING 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$0
Total income from all sources (including contributions)2013-12-31$2,196,415
Total of all expenses incurred2013-12-31$1,588,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,488,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$682,213
Value of total assets at end of year2013-12-31$10,303,857
Value of total assets at beginning of year2013-12-31$9,695,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$99,934
Total interest from all sources2013-12-31$16,935
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$184,424
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$184,424
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$670,998
Participant contributions at end of year2013-12-31$351,336
Participant contributions at beginning of year2013-12-31$289,310
Participant contributions at end of year2013-12-31$3,011
Participant contributions at beginning of year2013-12-31$4,889
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$11,215
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$608,148
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,303,857
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,695,709
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$58,078
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,949,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,401,510
Interest on participant loans2013-12-31$16,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,312,843
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,488,333
Contract administrator fees2013-12-31$41,856
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 name2013-12-31WILLIAMS & OLDS, CPA'S
Accountancy firm EIN2013-12-31010560769
2012 : JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,660,887
Total loss/gain on sale of assets2012-12-31$205,814
Total of all expenses incurred2012-12-31$983,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$981,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$787,704
Value of total assets at end of year2012-12-31$9,695,709
Value of total assets at beginning of year2012-12-31$9,018,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,850
Total interest from all sources2012-12-31$9,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$674,175
Participant contributions at end of year2012-12-31$289,310
Participant contributions at beginning of year2012-12-31$211,576
Participant contributions at end of year2012-12-31$4,889
Participant contributions at beginning of year2012-12-31$4,201
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$113,529
Other income not declared elsewhere2012-12-31$1,793
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$676,908
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,695,709
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,018,801
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,401,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,869,553
Interest on participant loans2012-12-31$9,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,933,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$655,851
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$981,129
Contract administrator fees2012-12-31$2,850
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
Aggregate proceeds on sale of assets2012-12-31$205,814
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 name2012-12-31WILLIAMS & OLDS, CPA'S
Accountancy firm EIN2012-12-31010560769
2011 : JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$348,285
Total loss/gain on sale of assets2011-12-31$-449,860
Total of all expenses incurred2011-12-31$878,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$864,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$496,902
Value of total assets at end of year2011-12-31$9,018,801
Value of total assets at beginning of year2011-12-31$9,549,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$13,907
Total interest from all sources2011-12-31$11,424
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$169,355
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$169,355
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 period2011-12-31Yes
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$494,654
Participant contributions at end of year2011-12-31$211,576
Participant contributions at beginning of year2011-12-31$325,508
Participant contributions at end of year2011-12-31$4,201
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-530,341
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,018,801
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,549,142
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,869,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,284,561
Interest on participant loans2011-12-31$11,424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,933,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,939,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$120,464
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$864,719
Contract administrator fees2011-12-31$13,907
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$-449,860
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 name2011-12-31WILLIAMS & OLDS, CPA S
Accountancy firm EIN2011-12-31010560769
2010 : JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,489,529
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,177,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,074,807
Expenses. Certain deemed distributions of participant loans2010-12-31$92,745
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$523,210
Value of total assets at end of year2010-12-31$9,549,142
Value of total assets at beginning of year2010-12-31$9,237,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,017
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$68,070
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$164,405
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$164,405
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$479,711
Participant contributions at end of year2010-12-31$325,508
Participant contributions at beginning of year2010-12-31$448,430
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$43,499
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$311,960
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,549,142
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,237,182
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,284,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,733,159
Interest on participant loans2010-12-31$20,442
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$47,628
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,939,073
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,055,593
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$733,844
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$0
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,074,807
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$10,017
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
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31WILLIAMS & OLDS, CPA'S
Accountancy firm EIN2010-12-31010560769
2009 : JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN

2023: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
2023-01-01This submission is the final filingYes
2023-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING 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: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING 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: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING 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: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING 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: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING 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: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING 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: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING 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: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING 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: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING 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: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING 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: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: JOHN L. SULLIVAN CHEVROLET, INC. 401(K) PROFIT SHARING 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number384380-01
Policy instance 1
Insurance contract or identification number384380-01
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number384380-01
Policy instance 1
Insurance contract or identification number384380-01
Number of Individuals Covered128
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $23,119
Total amount of fees paid to insurance companyUSD $0
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number384380-01
Policy instance 1
Insurance contract or identification number384380-01
Number of Individuals Covered139
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,456
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $4,456
Insurance broker organization code?3
Insurance broker nameFINANCIAL NETWORK INVESTMENT CORP

Potentially related plans

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