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SUTLIFF AUTO GROUP RETIREMENT PLAN 401k Plan overview

Plan NameSUTLIFF AUTO GROUP RETIREMENT PLAN
Plan identification number 002

SUTLIFF AUTO GROUP RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

SUTLIFF SATURN, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUTLIFF SATURN, INC.
Employer identification number (EIN):231610030
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUTLIFF AUTO GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01JONATHAN CASEY2022-09-16 MELISSA HATFIELD2022-09-16
0022020-01-01
0022019-01-01JONATHAN CASEY2020-09-20
0022018-01-01JOSH MATTHEWS2019-10-14
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01ROBERT KAIN
0022013-01-01ROBERT KAIN
0022012-01-01DOLORES MCGEE
0022011-01-01DOLORES MCGEE
0022010-01-01DOLORES MCGEE
0022009-01-01DOLORES MCGEE

Plan Statistics for SUTLIFF AUTO GROUP RETIREMENT PLAN

401k plan membership statisitcs for SUTLIFF AUTO GROUP RETIREMENT PLAN

Measure Date Value
2020: SUTLIFF AUTO GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01152
Total number of active participants reported on line 7a of the Form 55002020-01-0167
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0196
Number of participants with account balances2020-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: SUTLIFF AUTO GROUP RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01202
Total number of active participants reported on line 7a of the Form 55002019-01-0150
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0164
Total of all active and inactive participants2019-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01117
Number of participants with account balances2019-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: SUTLIFF AUTO GROUP RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01231
Total number of active participants reported on line 7a of the Form 55002018-01-0158
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01139
Total of all active and inactive participants2018-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01200
Number of participants with account balances2018-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: SUTLIFF AUTO GROUP RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01235
Total number of active participants reported on line 7a of the Form 55002017-01-01160
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0167
Total of all active and inactive participants2017-01-01228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01228
Number of participants with account balances2017-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: SUTLIFF AUTO GROUP RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01243
Total number of active participants reported on line 7a of the Form 55002016-01-01167
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0165
Total of all active and inactive participants2016-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01233
Number of participants with account balances2016-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: SUTLIFF AUTO GROUP RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01235
Total number of active participants reported on line 7a of the Form 55002015-01-01180
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0161
Total of all active and inactive participants2015-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01242
Number of participants with account balances2015-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: SUTLIFF AUTO GROUP RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01254
Total number of active participants reported on line 7a of the Form 55002014-01-01165
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0166
Total of all active and inactive participants2014-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01232
Number of participants with account balances2014-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: SUTLIFF AUTO GROUP RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01322
Total number of active participants reported on line 7a of the Form 55002013-01-01190
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0161
Total of all active and inactive participants2013-01-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01252
Number of participants with account balances2013-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: SUTLIFF AUTO GROUP RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01342
Total number of active participants reported on line 7a of the Form 55002012-01-01214
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01105
Total of all active and inactive participants2012-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01320
Number of participants with account balances2012-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: SUTLIFF AUTO GROUP RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01364
Total number of active participants reported on line 7a of the Form 55002011-01-01226
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01113
Total of all active and inactive participants2011-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01340
Number of participants with account balances2011-01-01264
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0120
2010: SUTLIFF AUTO GROUP RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01397
Total number of active participants reported on line 7a of the Form 55002010-01-01246
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01115
Total of all active and inactive participants2010-01-01362
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01362
Number of participants with account balances2010-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0122
2009: SUTLIFF AUTO GROUP RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01422
Total number of active participants reported on line 7a of the Form 55002009-01-01275
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01119
Total of all active and inactive participants2009-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01396
Number of participants with account balances2009-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0148

Financial Data on SUTLIFF AUTO GROUP RETIREMENT PLAN

Measure Date Value
2020 : SUTLIFF AUTO GROUP RETIREMENT 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$1,335
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,340
Total income from all sources (including contributions)2020-12-31$413,658
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,038,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$976,225
Expenses. Certain deemed distributions of participant loans2020-12-31$8,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$128,885
Value of total assets at end of year2020-12-31$7,005,399
Value of total assets at beginning of year2020-12-31$7,630,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$53,745
Total interest from all sources2020-12-31$986
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$234,053
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$234,053
Administrative expenses professional fees incurred2020-12-31$53,745
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 period2020-12-31Yes
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$103,316
Participant contributions at end of year2020-12-31$9,385
Participant contributions at beginning of year2020-12-31$17,875
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$4,429
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$232,846
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$85
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$90
Other income not declared elsewhere2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$2,968
Total non interest bearing cash at beginning of year2020-12-31$2,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-625,068
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,004,064
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,629,132
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$6,760,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,461,563
Interest on participant loans2020-12-31$986
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$142,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$142,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$49,734
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$25,569
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$2,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$976,225
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,250
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,250
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 plan2020-12-31Qualified
Accountancy firm name2020-12-31BOYER AND RITTER, CPA'S
Accountancy firm EIN2020-12-31231311005
2019 : SUTLIFF AUTO GROUP RETIREMENT 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$1,340
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,410
Total income from all sources (including contributions)2019-12-31$1,759,192
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,007,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,876,782
Expenses. Certain deemed distributions of participant loans2019-12-31$73,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$179,541
Value of total assets at end of year2019-12-31$7,630,472
Value of total assets at beginning of year2019-12-31$11,878,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$57,245
Total interest from all sources2019-12-31$4,952
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$212,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$212,389
Administrative expenses professional fees incurred2019-12-31$42,616
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$121,811
Participant contributions at end of year2019-12-31$17,875
Participant contributions at beginning of year2019-12-31$97,859
Participant contributions at end of year2019-12-31$4,429
Participant contributions at beginning of year2019-12-31$271
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$90
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$160
Total non interest bearing cash at end of year2019-12-31$2,131
Total non interest bearing cash at beginning of year2019-12-31$160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-4,247,850
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,629,132
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,876,982
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$14,629
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,461,563
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,293,015
Interest on participant loans2019-12-31$1,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$142,365
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$486,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$486,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,362,310
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$57,730
Employer contributions (assets) at end of year2019-12-31$2,109
Employer contributions (assets) at beginning of year2019-12-31$92
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,876,782
Liabilities. Value of benefit claims payable at end of year2019-12-31$1,250
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,250
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 name2019-12-31BOYER & RITTER, CPAS
Accountancy firm EIN2019-12-31231311005
2018 : SUTLIFF AUTO GROUP RETIREMENT 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$1,410
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$27,169
Total income from all sources (including contributions)2018-12-31$-273,000
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,318,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,263,167
Expenses. Certain deemed distributions of participant loans2018-12-31$8,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$622,918
Value of total assets at end of year2018-12-31$11,878,392
Value of total assets at beginning of year2018-12-31$13,495,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$46,089
Total interest from all sources2018-12-31$12,546
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$365,353
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$365,353
Administrative expenses professional fees incurred2018-12-31$23,541
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$438,266
Participant contributions at end of year2018-12-31$97,859
Participant contributions at beginning of year2018-12-31$127,349
Participant contributions at end of year2018-12-31$271
Participant contributions at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$160
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$260
Other income not declared elsewhere2018-12-31$64
Total non interest bearing cash at end of year2018-12-31$160
Total non interest bearing cash at beginning of year2018-12-31$140
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,591,160
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,876,982
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,468,142
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
Investment advisory and management fees2018-12-31$22,548
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,293,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,039,882
Income. Interest from loans (other than to participants)2018-12-31$5,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$486,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$327,940
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$327,940
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$6,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,273,881
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$184,652
Employer contributions (assets) at end of year2018-12-31$92
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,263,167
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,250
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$26,909
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 name2018-12-31BOYER & RITTER, CPAS
Accountancy firm EIN2018-12-31231311005
2017 : SUTLIFF AUTO GROUP RETIREMENT 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$27,169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,310
Total income from all sources (including contributions)2017-12-31$2,356,464
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,702,582
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,633,218
Expenses. Certain deemed distributions of participant loans2017-12-31$29,882
Value of total corrective distributions2017-12-31$7,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$622,510
Value of total assets at end of year2017-12-31$13,495,311
Value of total assets at beginning of year2017-12-31$12,815,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$32,286
Total interest from all sources2017-12-31$7,495
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$354,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$354,726
Administrative expenses professional fees incurred2017-12-31$10,191
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$438,549
Participant contributions at end of year2017-12-31$127,349
Participant contributions at beginning of year2017-12-31$102,834
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$2,072
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$60
Other income not declared elsewhere2017-12-31$224
Total non interest bearing cash at end of year2017-12-31$140
Total non interest bearing cash at beginning of year2017-12-31$1,310
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$653,882
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,468,142
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,814,260
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
Investment advisory and management fees2017-12-31$22,095
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,039,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,384,180
Income. Interest from loans (other than to participants)2017-12-31$5,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$327,940
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$324,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$324,600
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,371,509
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$183,961
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,633,218
Liabilities. Value of benefit claims payable at end of year2017-12-31$26,909
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,250
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 name2017-12-31BOYER & RITTER, CPAS
Accountancy firm EIN2017-12-31231311005
2016 : SUTLIFF AUTO GROUP RETIREMENT 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$1,310
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,250
Total income from all sources (including contributions)2016-12-31$1,783,854
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$533,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$482,785
Expenses. Certain deemed distributions of participant loans2016-12-31$19,132
Value of total corrective distributions2016-12-31$3,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$648,422
Value of total assets at end of year2016-12-31$12,815,570
Value of total assets at beginning of year2016-12-31$11,565,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$28,486
Total interest from all sources2016-12-31$4,250
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$332,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$332,073
Administrative expenses professional fees incurred2016-12-31$8,597
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$462,744
Participant contributions at end of year2016-12-31$102,834
Participant contributions at beginning of year2016-12-31$100,321
Participant contributions at end of year2016-12-31$2,072
Participant contributions at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$60
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$1,012
Total non interest bearing cash at end of year2016-12-31$1,310
Total non interest bearing cash at beginning of year2016-12-31$1,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,249,976
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,814,260
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$11,564,284
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
Investment advisory and management fees2016-12-31$19,889
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,384,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,731,748
Interest on participant loans2016-12-31$3,791
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$324,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$732,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$732,215
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$798,097
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$185,678
Employer contributions (assets) at end of year2016-12-31$574
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$482,785
Liabilities. Value of benefit claims payable at end of year2016-12-31$1,250
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$1,250
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 name2016-12-31BOYER & RITTER, CPAS
Accountancy firm EIN2016-12-31231311005
2015 : SUTLIFF AUTO GROUP RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$23,787
Total income from all sources (including contributions)2015-12-31$572,434
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$819,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$786,513
Expenses. Certain deemed distributions of participant loans2015-12-31$3,823
Value of total corrective distributions2015-12-31$3,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$727,501
Value of total assets at end of year2015-12-31$11,565,534
Value of total assets at beginning of year2015-12-31$11,835,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$26,195
Total interest from all sources2015-12-31$4,866
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$290,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$290,237
Administrative expenses professional fees incurred2015-12-31$6,736
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$449,941
Participant contributions at end of year2015-12-31$100,321
Participant contributions at beginning of year2015-12-31$131,217
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$93,477
Other income not declared elsewhere2015-12-31$2,153
Total non interest bearing cash at end of year2015-12-31$1,250
Total non interest bearing cash at beginning of year2015-12-31$23,787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-247,215
Value of net assets at end of year (total assets less liabilities)2015-12-31$11,564,284
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,811,499
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$19,459
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,731,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,832,642
Interest on participant loans2015-12-31$4,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$732,215
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$847,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$847,640
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$50
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-452,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$184,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$786,513
Liabilities. Value of benefit claims payable at end of year2015-12-31$1,250
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$23,787
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 name2015-12-31BOYER & RITTER, CPAS
Accountancy firm EIN2015-12-31231311005
2014 : SUTLIFF AUTO GROUP RETIREMENT 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$23,787
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,250
Total income from all sources (including contributions)2014-12-31$1,263,453
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,375,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,328,538
Expenses. Certain deemed distributions of participant loans2014-12-31$18,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$483,858
Value of total assets at end of year2014-12-31$11,835,286
Value of total assets at beginning of year2014-12-31$12,925,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$29,308
Total interest from all sources2014-12-31$6,214
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$317,693
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$317,693
Administrative expenses professional fees incurred2014-12-31$7,825
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$420,459
Participant contributions at end of year2014-12-31$131,217
Participant contributions at beginning of year2014-12-31$160,744
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$23,787
Total non interest bearing cash at beginning of year2014-12-31$1,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,112,422
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,811,499
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,923,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$21,483
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,832,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,697,761
Interest on participant loans2014-12-31$6,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$847,640
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,065,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,065,416
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$80
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$455,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$63,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,328,538
Liabilities. Value of benefit claims payable at end of year2014-12-31$23,787
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,250
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 name2014-12-31BOYER & RITTER, CPAS
Accountancy firm EIN2014-12-31231311005
2013 : SUTLIFF AUTO GROUP RETIREMENT 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$1,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$33,446
Total income from all sources (including contributions)2013-12-31$2,618,089
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,239,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,200,899
Expenses. Certain deemed distributions of participant loans2013-12-31$10,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$540,207
Value of total assets at end of year2013-12-31$12,925,171
Value of total assets at beginning of year2013-12-31$11,578,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$28,394
Total interest from all sources2013-12-31$6,626
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$302,495
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$302,495
Administrative expenses professional fees incurred2013-12-31$1,050
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$425,220
Participant contributions at end of year2013-12-31$160,744
Participant contributions at beginning of year2013-12-31$156,541
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$45,221
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,976
Total non interest bearing cash at end of year2013-12-31$1,250
Total non interest bearing cash at beginning of year2013-12-31$51,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,378,571
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,923,921
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,545,350
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$27,344
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,697,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,452,334
Interest on participant loans2013-12-31$6,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,065,416
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$917,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$917,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$99
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,768,761
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
Contributions received in cash from employer2013-12-31$69,766
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,200,899
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,250
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$31,470
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 name2013-12-31BOYER & RITTER, CPAS
Accountancy firm EIN2013-12-31231311005
2012 : SUTLIFF AUTO GROUP RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$33,446
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,250
Total income from all sources (including contributions)2012-12-31$1,725,512
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,949,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,877,708
Expenses. Certain deemed distributions of participant loans2012-12-31$43,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$491,317
Value of total assets at end of year2012-12-31$11,578,796
Value of total assets at beginning of year2012-12-31$11,770,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,779
Total interest from all sources2012-12-31$99
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$372,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$372,462
Administrative expenses professional fees incurred2012-12-31$900
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$423,404
Participant contributions at end of year2012-12-31$156,541
Participant contributions at beginning of year2012-12-31$216,732
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$16,797
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$323
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,976
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$51,926
Total non interest bearing cash at beginning of year2012-12-31$1,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-223,860
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,545,350
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,769,210
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$26,879
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,452,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$10,386,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$917,995
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,145,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,145,830
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$99
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$861,634
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$67,913
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$2,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,877,708
Liabilities. Value of benefit claims payable at end of year2012-12-31$31,470
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,250
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BOYER & RITTER, CPAS
Accountancy firm EIN2012-12-31231311005
2011 : SUTLIFF AUTO GROUP RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,250
Total income from all sources (including contributions)2011-12-31$451,605
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,001,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$935,340
Expenses. Certain deemed distributions of participant loans2011-12-31$32,148
Value of total corrective distributions2011-12-31$722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$567,923
Value of total assets at end of year2011-12-31$11,770,460
Value of total assets at beginning of year2011-12-31$12,320,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$33,602
Total interest from all sources2011-12-31$102
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$332,755
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$332,755
Administrative expenses professional fees incurred2011-12-31$6,725
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$490,019
Participant contributions at end of year2011-12-31$216,732
Participant contributions at beginning of year2011-12-31$267,194
Participant contributions at end of year2011-12-31$16,797
Participant contributions at beginning of year2011-12-31$18,927
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$323
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$416
Other income not declared elsewhere2011-12-31$9,278
Total non interest bearing cash at end of year2011-12-31$1,250
Total non interest bearing cash at beginning of year2011-12-31$1,580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-550,207
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,769,210
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,319,417
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$26,877
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$10,386,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,937,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,145,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,091,881
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,091,881
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-458,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$77,904
Employer contributions (assets) at end of year2011-12-31$2,729
Employer contributions (assets) at beginning of year2011-12-31$3,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$935,340
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,250
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,250
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BOYER & RITTER, CPAS
Accountancy firm EIN2011-12-31231311005
2010 : SUTLIFF AUTO GROUP RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,250
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,250
Total income from all sources (including contributions)2010-12-31$1,988,565
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,167,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,059,790
Expenses. Certain deemed distributions of participant loans2010-12-31$77,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$591,530
Value of total assets at end of year2010-12-31$12,320,667
Value of total assets at beginning of year2010-12-31$11,500,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$30,836
Total interest from all sources2010-12-31$12,431
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$335,526
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$335,526
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$5,183
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$400,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$508,591
Participant contributions at end of year2010-12-31$267,194
Participant contributions at beginning of year2010-12-31$322,342
Participant contributions at end of year2010-12-31$18,927
Participant contributions at beginning of year2010-12-31$16,833
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$416
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$601
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$1,580
Total non interest bearing cash at beginning of year2010-12-31$1,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$820,610
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,319,417
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,498,807
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 beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$25,653
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,937,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,953,266
Interest on participant loans2010-12-31$12,317
Value of interest in master investment trust accounts at beginning 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$1,091,881
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,203,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,203,218
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$114
Assets. Value of investments in 103.12 investment entities at beginning 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$1,049,078
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 beginning 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$82,939
Employer contributions (assets) at end of year2010-12-31$3,278
Employer contributions (assets) at beginning of year2010-12-31$2,547
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,059,790
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning 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$1,250
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$1,250
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
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 name2010-12-31BOYER & RITTER, CPAS
Accountancy firm EIN2010-12-31231311005

Form 5500 Responses for SUTLIFF AUTO GROUP RETIREMENT PLAN

2020: SUTLIFF AUTO GROUP RETIREMENT 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: SUTLIFF AUTO GROUP RETIREMENT 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: SUTLIFF AUTO GROUP RETIREMENT 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: SUTLIFF AUTO GROUP RETIREMENT 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: SUTLIFF AUTO GROUP RETIREMENT 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: SUTLIFF AUTO GROUP RETIREMENT 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: SUTLIFF AUTO GROUP RETIREMENT 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: SUTLIFF AUTO GROUP RETIREMENT 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: SUTLIFF AUTO GROUP RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SUTLIFF AUTO GROUP RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SUTLIFF AUTO GROUP RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SUTLIFF AUTO GROUP RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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