401k Plan data: LAKE COUNTY DODGE, INC. 401(K) PROFIT SHARING PLAN plan

LAKE COUNTY DODGE, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LAKE COUNTY DODGE, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

LAKE COUNTY DODGE, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LAKE COUNTY DODGE, INC. has sponsored the creation of one or more 401k plans.

Company Name: LAKE COUNTY DODGE, INC.

Employer identification number (EIN): 161203750

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LAKE COUNTY DODGE, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 JEREMY SWANSON 2015-03-18
001 2013-01-01 JEREMY SWANSON 2014-06-13
001 2012-01-01 JEREMY SWANSON JEREMY SWANSON 2013-04-05
001 2011-01-01 JEREMY SWANSON JEREMY SWANSON 2012-09-24
001 2010-01-01 GERALD SWANSON GERALD SWANSON 2011-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01	JEREMY SWANSON	2015-03-18
001	2013-01-01	JEREMY SWANSON	2014-06-13
001	2012-01-01	JEREMY SWANSON		JEREMY SWANSON	2013-04-05
001	2011-01-01	JEREMY SWANSON		JEREMY SWANSON	2012-09-24
001	2010-01-01	GERALD SWANSON		GERALD SWANSON	2011-10-10

Plan Statistics for LAKE COUNTY DODGE, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LAKE COUNTY DODGE, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2012: LAKE COUNTY DODGE, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 27
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 29
Number of participants with account balances 2012-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LAKE COUNTY DODGE, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 29
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 30
Number of participants with account balances 2011-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: LAKE COUNTY DODGE, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 23
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 23
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 1
Total of all active and inactive participants 2010-01-01 24
Total participants 2010-01-01 24
Number of participants with account balances 2010-01-01 14

Measure	Date	Value
2012: LAKE COUNTY DODGE, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	27
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	29
Number of participants with account balances	2012-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LAKE COUNTY DODGE, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	29
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	30
Number of participants with account balances	2011-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: LAKE COUNTY DODGE, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	23
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	23
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	1
Total of all active and inactive participants	2010-01-01	24
Total participants	2010-01-01	24
Number of participants with account balances	2010-01-01	14

Financial Data on LAKE COUNTY DODGE, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2012 : LAKE COUNTY DODGE, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$53,345
Expenses. Total of all expenses incurred	2012-12-31	$1,347
Total plan assets at end of year	2012-12-31	$283,110
Total plan assets at beginning of year	2012-12-31	$231,112
Value of fidelity bond covering the plan	2012-12-31	$33,000
Total contributions received or receivable from participants	2012-12-31	$23,423
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$25,487
Net income (gross income less expenses)	2012-12-31	$51,998
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$283,110
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$231,112
Assets. Value of participant loans	2012-12-31	$25,861
Total contributions received or receivable from employer(s)	2012-12-31	$4,435
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,347
2011 : LAKE COUNTY DODGE, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$18,697
Expenses. Total of all expenses incurred	2011-12-31	$856
Total plan assets at end of year	2011-12-31	$231,112
Total plan assets at beginning of year	2011-12-31	$213,271
Value of fidelity bond covering the plan	2011-12-31	$33,000
Total contributions received or receivable from participants	2011-12-31	$22,524
Expenses. Other expenses not covered elsewhere	2011-12-31	$856
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-8,161
Net income (gross income less expenses)	2011-12-31	$17,841
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$231,112
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$213,271
Assets. Value of participant loans	2011-12-31	$22,662
Total contributions received or receivable from employer(s)	2011-12-31	$4,334
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : LAKE COUNTY DODGE, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$56,370
Expenses. Total of all expenses incurred	2010-12-31	$170,959
Benefits paid (including direct rollovers)	2010-12-31	$170,315
Total plan assets at end of year	2010-12-31	$213,271
Total plan assets at beginning of year	2010-12-31	$327,860
Value of fidelity bond covering the plan	2010-12-31	$33,000
Total contributions received or receivable from participants	2010-12-31	$23,100
Other income received	2010-12-31	$28,392
Net income (gross income less expenses)	2010-12-31	$-114,589
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$213,271
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$327,860
Assets. Value of participant loans	2010-12-31	$14,000
Total contributions received or receivable from employer(s)	2010-12-31	$4,878
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$644

Form 5500 Responses for LAKE COUNTY DODGE, INC. 401(K) PROFIT SHARING PLAN

2012: LAKE COUNTY DODGE, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LAKE COUNTY DODGE, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LAKE COUNTY DODGE, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

630121

Policy instance

Insurance contract or identification number	630121
Number of Individuals Covered	181104
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,104
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $552
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Amount paid for insurance broker fees	0
Insurance broker name	RANDY L SHERRICK

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

630121

Policy instance

Insurance contract or identification number	630121
Number of Individuals Covered	14
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $983
Total amount of fees paid to insurance company	USD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 78778 )

Policy contract number

630121

Policy instance

Insurance contract or identification number	630121
Number of Individuals Covered	14
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $105,672

Potentially related plans

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	LAKE COUNTY DODGE, INC.
Employer identification number (EIN):	161203750
NAIC Classification:	441110
NAIC Description:	New Car Dealers