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JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 401k Plan overview

Plan NameJEFF SCHMITT AUTO GROUP, INC. 401K PLAN
Plan identification number 002

JEFF SCHMITT AUTO GROUP, INC. 401K 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.
  • 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

JEFF SCHMITT AUTO GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:JEFF SCHMITT AUTO GROUP, INC.
Employer identification number (EIN):310515803
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about JEFF SCHMITT AUTO GROUP, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1946-12-30
Company Identification Number: 199235
Legal Registered Office Address: 1001 NORTH BROAD STREET
-
FAIRBORN
United States of America (USA)
45324

More information about JEFF SCHMITT AUTO GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFF SCHMITT AUTO GROUP, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01JEFFREY P. SCHMITT II2024-10-02
0022022-01-01JEFFREY P. SCHMITT II2023-06-30
0022021-01-01JEFFREY P. SCHMITT II2022-09-12
0022020-01-01JEFFREY P SCHMITT II2021-09-23
0022019-01-01JEFFREY P SCHMITT II2020-09-25
0022018-01-01JEFFREY SCHMITT II2019-10-08
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01JEFF P. SCHMITT
0022013-01-01JEFF P. SCHMITT
0022012-01-01JEFF P. SCHMITT
0022011-01-01JEFF P. SCHMITT
0022010-01-01JEFF P. SCHMITT
0022009-01-01JEFF P. SCHMITT JEFF P. SCHMITT2010-10-13

Plan Statistics for JEFF SCHMITT AUTO GROUP, INC. 401K PLAN

401k plan membership statisitcs for JEFF SCHMITT AUTO GROUP, INC. 401K PLAN

Measure Date Value
2023: JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01341
Total number of active participants reported on line 7a of the Form 55002023-01-01313
Number of retired or separated participants receiving benefits2023-01-013
Number of other retired or separated participants entitled to future benefits2023-01-0117
Total of all active and inactive participants2023-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01333
Number of participants with account balances2023-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-014
2022: JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01327
Total number of active participants reported on line 7a of the Form 55002022-01-01310
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01326
Number of participants with account balances2022-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01343
Total number of active participants reported on line 7a of the Form 55002021-01-01310
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0111
Total of all active and inactive participants2021-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01323
Number of participants with account balances2021-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01326
Total number of active participants reported on line 7a of the Form 55002020-01-01318
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01330
Number of participants with account balances2020-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01320
Total number of active participants reported on line 7a of the Form 55002019-01-01293
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01303
Number of participants with account balances2019-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01299
Total number of active participants reported on line 7a of the Form 55002018-01-01295
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01307
Number of participants with account balances2018-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01282
Total number of active participants reported on line 7a of the Form 55002017-01-01269
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01280
Number of participants with account balances2017-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01280
Total number of active participants reported on line 7a of the Form 55002016-01-01242
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01263
Number of participants with account balances2016-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01272
Total number of active participants reported on line 7a of the Form 55002015-01-01222
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01237
Number of participants with account balances2015-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01261
Total number of active participants reported on line 7a of the Form 55002014-01-01251
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-018
Total of all active and inactive participants2014-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01260
Number of participants with account balances2014-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-013
2013: JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01207
Total number of active participants reported on line 7a of the Form 55002013-01-01220
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01232
Number of participants with account balances2013-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01206
Total number of active participants reported on line 7a of the Form 55002012-01-01192
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01207
Number of participants with account balances2012-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01172
Total number of active participants reported on line 7a of the Form 55002011-01-01178
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01188
Number of participants with account balances2011-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01129
Total number of active participants reported on line 7a of the Form 55002010-01-01134
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-015
Total of all active and inactive participants2010-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01139
Number of participants with account balances2010-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01129
Total number of active participants reported on line 7a of the Form 55002009-01-01123
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-017
Total of all active and inactive participants2009-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01130
Number of participants with account balances2009-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JEFF SCHMITT AUTO GROUP, INC. 401K PLAN

Measure Date Value
2023 : JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$3,840
Total income from all sources (including contributions)2023-12-31$2,039,907
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,205,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,167,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$894,839
Value of total assets at end of year2023-12-31$7,206,908
Value of total assets at beginning of year2023-12-31$6,376,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$37,413
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$184,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$184,142
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$762,132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$3,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$834,724
Value of net assets at end of year (total assets less liabilities)2023-12-31$7,206,908
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$6,372,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$7,166,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$6,342,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$40,794
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$33,629
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$33,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$960,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$132,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,167,770
Contract administrator fees2023-12-31$37,413
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BRADY WARE & SCHOENFELD, INC.
Accountancy firm EIN2023-12-31351476702
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$3,840
Total income from all sources (including contributions)2023-01-01$2,039,907
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,205,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,167,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$894,839
Value of total assets at end of year2023-01-01$7,206,908
Value of total assets at beginning of year2023-01-01$6,376,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$37,413
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$184,142
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$184,142
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$762,132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$3,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$834,724
Value of net assets at end of year (total assets less liabilities)2023-01-01$7,206,908
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$6,372,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$7,166,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$6,342,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-01$40,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$960,926
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$132,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,167,770
Contract administrator fees2023-01-01$37,413
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BRADY WARE & SCHOENFELD, INC.
Accountancy firm EIN2023-01-01351476702
2022 : JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,840
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,457
Total income from all sources (including contributions)2022-12-31$-234,016
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$368,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$334,368
Value of total corrective distributions2022-12-31$239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$983,253
Value of total assets at end of year2022-12-31$6,376,024
Value of total assets at beginning of year2022-12-31$6,981,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$33,408
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$756,402
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$99,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$3,840
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$7,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-602,031
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,372,184
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,974,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$33,408
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,342,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,951,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$33,629
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$30,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$30,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,217,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$127,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$334,368
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BARNES, DENNIG & CO., LTD.
Accountancy firm EIN2022-12-31311119890
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$3,840
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$7,457
Total income from all sources (including contributions)2022-01-01$-234,016
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$368,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$334,368
Value of total corrective distributions2022-01-01$239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$983,253
Value of total assets at end of year2022-01-01$6,376,024
Value of total assets at beginning of year2022-01-01$6,981,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$33,408
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$756,402
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$99,004
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$3,840
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$7,457
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-602,031
Value of net assets at end of year (total assets less liabilities)2022-01-01$6,372,184
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$6,974,215
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$33,408
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$6,342,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$6,951,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$33,629
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-1,217,269
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$127,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$334,368
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BARNES, DENNIG & CO., LTD.
Accountancy firm EIN2022-01-01311119890
2021 : JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,457
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,684,572
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$728,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$704,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$797,291
Value of total assets at end of year2021-12-31$6,981,672
Value of total assets at beginning of year2021-12-31$6,017,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,431
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$682,149
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$3,993
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$7,457
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$1,168
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$956,372
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,974,215
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,017,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$22,263
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,951,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,995,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$30,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$17,633
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$17,633
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$887,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$115,142
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$704,769
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BARNES, DENNIG & CO., LTD.
Accountancy firm EIN2021-12-31311119890
2020 : JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$29,159
Total income from all sources (including contributions)2020-12-31$1,484,855
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$492,313
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$473,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$631,993
Value of total assets at end of year2020-12-31$6,017,843
Value of total assets at beginning of year2020-12-31$5,054,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,336
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$539,148
Participant contributions at end of year2020-12-31$3,993
Participant contributions at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$29,159
Administrative expenses (other) incurred2020-12-31$954
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$992,542
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,017,843
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,025,301
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
Investment advisory and management fees2020-12-31$17,382
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,995,666
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,045,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$17,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$9,351
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$9,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$852,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$92,845
Employer contributions (assets) at end of year2020-12-31$551
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$473,977
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BARNES, DENNIG & CO., LTD.
Accountancy firm EIN2020-12-31311119890
2019 : JEFF SCHMITT AUTO GROUP, INC. 401K 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$29,159
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$63,994
Total income from all sources (including contributions)2019-12-31$1,529,160
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$699,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$653,853
Value of total corrective distributions2019-12-31$29,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$679,138
Value of total assets at end of year2019-12-31$5,054,460
Value of total assets at beginning of year2019-12-31$4,259,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,419
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$184,534
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$184,534
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$582,128
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$29,159
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$63,994
Administrative expenses (other) incurred2019-12-31$1,384
Total non interest bearing cash at end of year2019-12-31$9,351
Total non interest bearing cash at beginning of year2019-12-31$1,450
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$829,729
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,025,301
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,195,572
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$15,035
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,045,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,258,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$665,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$97,010
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$6
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$653,853
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 name2019-12-31THORN LEWIS & DUNCAN, INC.
Accountancy firm EIN2019-12-31311122097
2018 : JEFF SCHMITT AUTO GROUP, INC. 401K 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$63,994
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$77,692
Total income from all sources (including contributions)2018-12-31$392,562
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$467,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$397,998
Value of total corrective distributions2018-12-31$63,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$604,365
Value of total assets at end of year2018-12-31$4,259,566
Value of total assets at beginning of year2018-12-31$4,348,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,988
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$5,988
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 period2018-12-31Yes
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$516,207
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$27
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$63,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$77,692
Total non interest bearing cash at end of year2018-12-31$1,450
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-75,418
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,195,572
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,270,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,258,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,332,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-326,116
Net investment gain/loss from pooled separate accounts2018-12-31$114,313
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$88,158
Employer contributions (assets) at end of year2018-12-31$6
Employer contributions (assets) at beginning of year2018-12-31$15,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$397,998
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31THORN LEWIS & DUNCAN, INC.
Accountancy firm EIN2018-12-31311122097
2017 : JEFF SCHMITT AUTO GROUP, INC. 401K 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$77,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$60,272
Total income from all sources (including contributions)2017-12-31$1,025,614
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$191,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$109,850
Value of total corrective distributions2017-12-31$77,692
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$452,278
Value of total assets at end of year2017-12-31$4,348,682
Value of total assets at beginning of year2017-12-31$3,496,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,751
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$3,751
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$385,773
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$219
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$27
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$77,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$60,272
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$834,321
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,270,990
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,436,669
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$4,332,936
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,484,574
Net investment gain/loss from pooled separate accounts2017-12-31$573,336
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$66,505
Employer contributions (assets) at end of year2017-12-31$15,719
Employer contributions (assets) at beginning of year2017-12-31$12,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$109,850
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 name2017-12-31THORN LEWIS & DUNCAN, INC.
Accountancy firm EIN2017-12-31311122097
2016 : JEFF SCHMITT AUTO GROUP, INC. 401K 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$60,272
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$22,466
Total income from all sources (including contributions)2016-12-31$670,488
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$134,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$70,932
Value of total corrective distributions2016-12-31$60,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$398,816
Value of total assets at end of year2016-12-31$3,496,941
Value of total assets at beginning of year2016-12-31$2,923,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,299
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$3,299
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$339,797
Participant contributions at end of year2016-12-31$219
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$60,272
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$22,466
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$535,985
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,436,669
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,900,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$3,484,574
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,912,528
Net investment gain/loss from pooled separate accounts2016-12-31$271,672
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$59,019
Employer contributions (assets) at end of year2016-12-31$12,148
Employer contributions (assets) at beginning of year2016-12-31$10,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$70,932
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 name2016-12-31THORN LEWIS & DUNCAN, INC.
Accountancy firm EIN2016-12-31311122097
2015 : JEFF SCHMITT AUTO GROUP, INC. 401K 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$22,466
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$62,224
Total income from all sources (including contributions)2015-12-31$389,153
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$341,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$315,399
Value of total corrective distributions2015-12-31$22,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$430,377
Value of total assets at end of year2015-12-31$2,923,150
Value of total assets at beginning of year2015-12-31$2,915,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,523
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$3,523
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$369,429
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$22,466
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$62,224
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$47,765
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,900,684
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,852,919
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
Value of interest in pooled separate accounts at end of year2015-12-31$2,912,528
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,915,143
Net investment gain/loss from pooled separate accounts2015-12-31$-41,224
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$60,948
Employer contributions (assets) at end of year2015-12-31$10,622
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$315,399
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 name2015-12-31THORN LEWIS & DUNCAN, INC.
Accountancy firm EIN2015-12-31311122097
2014 : JEFF SCHMITT AUTO GROUP, INC. 401K 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$62,224
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$46,156
Total income from all sources (including contributions)2014-12-31$547,918
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$260,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$189,771
Value of total corrective distributions2014-12-31$62,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$398,543
Value of total assets at end of year2014-12-31$2,915,143
Value of total assets at beginning of year2014-12-31$2,611,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,287
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$8,287
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$337,216
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$62,224
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$46,156
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$287,636
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,852,919
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,565,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$2,915,143
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,600,762
Net investment gain/loss from pooled separate accounts2014-12-31$149,375
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$61,327
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$10,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$189,771
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 name2014-12-31THORN LEWIS & DUNCAN, INC.
Accountancy firm EIN2014-12-31311122097
2013 : JEFF SCHMITT AUTO GROUP, INC. 401K 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$46,156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,558
Total income from all sources (including contributions)2013-12-31$809,311
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$361,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$313,452
Value of total corrective distributions2013-12-31$46,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$354,808
Value of total assets at end of year2013-12-31$2,611,439
Value of total assets at beginning of year2013-12-31$2,131,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,627
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$1,627
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$302,751
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$12,329
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$46,156
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$14,558
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$448,159
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,565,283
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,117,124
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,111,707
Value of interest in pooled separate accounts at end of year2013-12-31$2,600,762
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$454,503
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$52,057
Employer contributions (assets) at end of year2013-12-31$10,677
Employer contributions (assets) at beginning of year2013-12-31$7,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$313,452
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 name2013-12-31THORN LEWIS & DUNCAN, INC.
Accountancy firm EIN2013-12-31311122097
2012 : JEFF SCHMITT AUTO GROUP, INC. 401K 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$14,558
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$575,177
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$145,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$128,465
Value of total corrective distributions2012-12-31$14,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$340,037
Value of total assets at end of year2012-12-31$2,131,682
Value of total assets at beginning of year2012-12-31$1,687,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,285
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$2,285
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$291,996
Participant contributions at end of year2012-12-31$12,329
Participant contributions at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$14,558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$429,869
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,117,124
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,687,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,111,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,470,555
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$205,713
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$236,314
Net investment gain or loss from common/collective trusts2012-12-31$-1,174
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$48,041
Employer contributions (assets) at end of year2012-12-31$7,646
Employer contributions (assets) at beginning of year2012-12-31$10,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$128,465
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 name2012-12-31THORN LEWIS & DUNCAN, INC.
Accountancy firm EIN2012-12-31311122097
2011 : JEFF SCHMITT AUTO GROUP, INC. 401K 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$534
Total income from all sources (including contributions)2011-12-31$302,692
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$12,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$323,618
Value of total assets at end of year2011-12-31$1,687,255
Value of total assets at beginning of year2011-12-31$1,397,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,863
Total interest from all sources2011-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
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$278,554
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$534
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$290,178
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,687,255
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,397,077
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$764
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,470,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,203,592
Interest earned on other investments2011-12-31$1
Value of interest in common/collective trusts at end of year2011-12-31$205,713
Value of interest in common/collective trusts at beginning of year2011-12-31$194,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-19,778
Net investment gain or loss from common/collective trusts2011-12-31$-1,149
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$45,064
Employer contributions (assets) at end of year2011-12-31$10,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,651
Contract administrator fees2011-12-31$1,099
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 name2011-12-31THORN LEWIS & DUNCAN, INC.
Accountancy firm EIN2011-12-31311122097
2010 : JEFF SCHMITT AUTO GROUP, INC. 401K 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$534
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$18
Total income from all sources (including contributions)2010-12-31$354,242
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$35,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$34,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$215,943
Value of total assets at end of year2010-12-31$1,397,611
Value of total assets at beginning of year2010-12-31$1,078,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,535
Total interest from all sources2010-12-31$31
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$186,594
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$534
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$18
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$318,391
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,397,077
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,078,686
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
Investment advisory and management fees2010-12-31$859
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,203,592
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$979,532
Interest earned on other investments2010-12-31$31
Value of interest in common/collective trusts at end of year2010-12-31$194,019
Value of interest in common/collective trusts at beginning of year2010-12-31$99,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$138,763
Net investment gain or loss from common/collective trusts2010-12-31$-495
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$29,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$34,316
Contract administrator fees2010-12-31$676
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
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 name2010-12-31THORN LEWIS & DUNCAN, INC.
Accountancy firm EIN2010-12-31311122097
2009 : JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for JEFF SCHMITT AUTO GROUP, INC. 401K PLAN

2023: JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JEFF SCHMITT AUTO GROUP, INC. 401K 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: JEFF SCHMITT AUTO GROUP, INC. 401K 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: JEFF SCHMITT AUTO GROUP, INC. 401K 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 – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: JEFF SCHMITT AUTO GROUP, INC. 401K 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 – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: JEFF SCHMITT AUTO GROUP, INC. 401K 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 – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: JEFF SCHMITT AUTO GROUP, INC. 401K 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 – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: JEFF SCHMITT AUTO GROUP, INC. 401K 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 – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: JEFF SCHMITT AUTO GROUP, INC. 401K 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 – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: JEFF SCHMITT AUTO GROUP, INC. 401K 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 – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: JEFF SCHMITT AUTO GROUP, INC. 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-027167
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-027167
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-027167
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-027167
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-027167
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-027167
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-027167
Policy instance 1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-027167
Policy instance 1

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