401k Plan data: SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST plan

SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number	001

SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: SHULTS FORD LINCOLN, INC.

Employer identification number (EIN): 251803084

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01
001 2013-01-01
001 2012-01-01 LINDA M. STERNER LINDA M. STERNER 2013-10-11
001 2011-01-01 RICHARD J. BAZZY RICHARD J. BAZZY 2012-10-04
001 2010-01-01 RICHARD BAZZY RICHARD BAZZY 2011-10-14
001 2009-01-01 RICHARD BAZZY

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01
001	2013-01-01
001	2012-01-01	LINDA M. STERNER	LINDA M. STERNER	2013-10-11
001	2011-01-01	RICHARD J. BAZZY	RICHARD J. BAZZY	2012-10-04
001	2010-01-01	RICHARD BAZZY	RICHARD BAZZY	2011-10-14
001	2009-01-01	RICHARD BAZZY

Plan Statistics for SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2014: SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 141
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 11
Total of all active and inactive participants 2014-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 152
Number of participants with account balances 2014-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 128
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 138
Number of participants with account balances 2013-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 125
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 10
Total of all active and inactive participants 2012-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 135
Number of participants with account balances 2012-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 129
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 18
Total of all active and inactive participants 2011-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 147
Number of participants with account balances 2011-01-01 70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2010: SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 143
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 129
Number of other retired or separated participants entitled to future benefits 2010-01-01 17
Total of all active and inactive participants 2010-01-01 146
Total participants 2010-01-01 146
Number of participants with account balances 2010-01-01 76
2009: SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 130
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 17
Total of all active and inactive participants 2009-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 147
Number of participants with account balances 2009-01-01 76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2014: SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	141
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	11
Total of all active and inactive participants	2014-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	152
Number of participants with account balances	2014-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	128
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	138
Number of participants with account balances	2013-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	125
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	10
Total of all active and inactive participants	2012-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	135
Number of participants with account balances	2012-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	129
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	18
Total of all active and inactive participants	2011-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	147
Number of participants with account balances	2011-01-01	70
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2010: SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	143
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	129
Number of other retired or separated participants entitled to future benefits	2010-01-01	17
Total of all active and inactive participants	2010-01-01	146
Total participants	2010-01-01	146
Number of participants with account balances	2010-01-01	76
2009: SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	130
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	17
Total of all active and inactive participants	2009-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	147
Number of participants with account balances	2009-01-01	76
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2014 : SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$497,830
Total of all expenses incurred	2014-12-31	$108,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$104,165
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$332,136
Value of total assets at end of year	2014-12-31	$3,479,148
Value of total assets at beginning of year	2014-12-31	$3,090,007
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,524
Total interest from all sources	2014-12-31	$2,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$250,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$285,280
Participant contributions at end of year	2014-12-31	$75,924
Participant contributions at beginning of year	2014-12-31	$43,827
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$22
Administrative expenses (other) incurred	2014-12-31	$4,308
Total non interest bearing cash at end of year	2014-12-31	$501
Total non interest bearing cash at beginning of year	2014-12-31	$1,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$389,141
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,479,148
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,090,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,804,078
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,730,299
Interest on participant loans	2014-12-31	$2,764
Value of interest in common/collective trusts at end of year	2014-12-31	$598,645
Value of interest in common/collective trusts at beginning of year	2014-12-31	$314,506
Net investment gain/loss from pooled separate accounts	2014-12-31	$162,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$46,856
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$7
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$104,165
Contract administrator fees	2014-12-31	$216
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	UHY, LLP
Accountancy firm EIN	2014-12-31	200694403
2013 : SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$884,454
Total of all expenses incurred	2013-12-31	$91,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$85,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$361,749
Value of total assets at end of year	2013-12-31	$3,090,007
Value of total assets at beginning of year	2013-12-31	$2,296,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$5,712
Total interest from all sources	2013-12-31	$1,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$250,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$273,372
Participant contributions at end of year	2013-12-31	$43,827
Participant contributions at beginning of year	2013-12-31	$45,533
Participant contributions at end of year	2013-12-31	$22
Participant contributions at beginning of year	2013-12-31	$22
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$45,464
Administrative expenses (other) incurred	2013-12-31	$5,546
Total non interest bearing cash at end of year	2013-12-31	$1,346
Total non interest bearing cash at beginning of year	2013-12-31	$719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$793,112
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,090,007
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,296,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,730,299
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,960,603
Income. Interest from loans (other than to participants)	2013-12-31	$1,731
Value of interest in common/collective trusts at end of year	2013-12-31	$314,506
Value of interest in common/collective trusts at beginning of year	2013-12-31	$290,011
Net investment gain/loss from pooled separate accounts	2013-12-31	$520,974
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$42,913
Employer contributions (assets) at end of year	2013-12-31	$7
Employer contributions (assets) at beginning of year	2013-12-31	$7
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$85,630
Contract administrator fees	2013-12-31	$166
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	UHY, LLP
Accountancy firm EIN	2013-12-31	200694403
2012 : SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$513,838
Total of all expenses incurred	2012-12-31	$48,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$42,209
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$265,650
Value of total assets at end of year	2012-12-31	$2,296,895
Value of total assets at beginning of year	2012-12-31	$1,831,798
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$6,532
Total interest from all sources	2012-12-31	$1,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$250,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$228,042
Participant contributions at end of year	2012-12-31	$45,533
Participant contributions at beginning of year	2012-12-31	$30,187
Participant contributions at end of year	2012-12-31	$22
Participant contributions at beginning of year	2012-12-31	$2,956
Total non interest bearing cash at end of year	2012-12-31	$719
Total non interest bearing cash at beginning of year	2012-12-31	$1,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$465,097
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,296,895
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,831,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,250,614
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,796,336
Interest on participant loans	2012-12-31	$1,188
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$247,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$37,608
Employer contributions (assets) at end of year	2012-12-31	$7
Employer contributions (assets) at beginning of year	2012-12-31	$453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$42,209
Contract administrator fees	2012-12-31	$6,532
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	UHY, LLP
Accountancy firm EIN	2012-12-31	200694403
2011 : SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$214,606
Total of all expenses incurred	2011-12-31	$33,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$32,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$239,135
Value of total assets at end of year	2011-12-31	$1,831,798
Value of total assets at beginning of year	2011-12-31	$1,650,864
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$970
Total interest from all sources	2011-12-31	$858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$250,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$199,595
Participant contributions at end of year	2011-12-31	$30,187
Participant contributions at beginning of year	2011-12-31	$12,906
Participant contributions at end of year	2011-12-31	$2,956
Participant contributions at beginning of year	2011-12-31	$5,469
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$6,947
Other income not declared elsewhere	2011-12-31	$180
Administrative expenses (other) incurred	2011-12-31	$970
Total non interest bearing cash at end of year	2011-12-31	$1,866
Total non interest bearing cash at beginning of year	2011-12-31	$1,631,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$180,934
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,831,798
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,650,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,530,527
Interest on participant loans	2011-12-31	$858
Value of interest in common/collective trusts at end of year	2011-12-31	$265,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-25,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$32,593
Employer contributions (assets) at end of year	2011-12-31	$453
Employer contributions (assets) at beginning of year	2011-12-31	$805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$32,702
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	UHY, LLP
Accountancy firm EIN	2011-12-31	200694403
2010 : SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$324,421
Total of all expenses incurred	2010-12-31	$85,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$84,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$175,815
Value of total assets at end of year	2010-12-31	$1,650,864
Value of total assets at beginning of year	2010-12-31	$1,411,863
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,170
Total interest from all sources	2010-12-31	$590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$157,719
Participant contributions at end of year	2010-12-31	$12,906
Participant contributions at beginning of year	2010-12-31	$11,328
Participant contributions at end of year	2010-12-31	$5,469
Total non interest bearing cash at end of year	2010-12-31	$1,631,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$239,001
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,650,864
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,411,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$995,082
Interest on participant loans	2010-12-31	$590
Value of interest in common/collective trusts at end of year	2010-12-31	$0
Value of interest in common/collective trusts at beginning of year	2010-12-31	$405,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$144,644
Net investment gain or loss from common/collective trusts	2010-12-31	$3,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$18,096
Employer contributions (assets) at end of year	2010-12-31	$805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$84,250
Contract administrator fees	2010-12-31	$1,170
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	UHY, LLP
Accountancy firm EIN	2010-12-31	200694403
2009 : SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST

2014: SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 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: SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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: SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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SHULTS FORD, INC. 401(K) PROFIT SHARING PLAN AND TRUST [EIN = 311770695]

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Company Name:	SHULTS FORD LINCOLN, INC.
Employer identification number (EIN):	251803084
NAIC Classification:	441110
NAIC Description:	New Car Dealers