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PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST 401k Plan overview

Plan NamePARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST
Plan identification number 001

PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PARKWAY CHRYSLER JEEP AND WOLVERINE HARLEY DAVIDSON has sponsored the creation of one or more 401k plans.

Company Name:PARKWAY CHRYSLER JEEP AND WOLVERINE HARLEY DAVIDSON
Employer identification number (EIN):383388003
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-04-01
0012022-04-01ROBIN MCNEIL2023-12-05
0012021-04-01ROBIN MCNEIL2022-12-07
0012020-04-01ROBIN MCNEIL2022-01-04
0012019-04-01ROBIN MCNEIL2021-01-13
0012018-04-01ROBIN MCNEIL2020-01-09
0012017-04-01
0012016-04-01
0012015-04-01ROBIN L. MCNEIL2016-08-12
0012014-04-01ROBIN L. MCNEIL2015-08-26
0012013-04-01ROBIN L. MCNEIL2014-10-06
0012012-04-01ROBIN L. MCNEIL2013-10-03
0012011-04-01ROBIN L. MCNEIL2012-10-05
0012010-04-01ROBIN L. MCNEIL2011-10-20
0012009-04-01ROBIN L. MCNEIL

Plan Statistics for PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST

401k plan membership statisitcs for PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST

Measure Date Value
2022: PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-04-01121
Total number of active participants reported on line 7a of the Form 55002022-04-0199
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-0111
Total of all active and inactive participants2022-04-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-010
Total participants2022-04-01110
Number of participants with account balances2022-04-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-010
2021: PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-04-01133
Total number of active participants reported on line 7a of the Form 55002021-04-01102
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-0114
Total of all active and inactive participants2021-04-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-010
Total participants2021-04-01116
Number of participants with account balances2021-04-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-010
2020: PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-04-01119
Total number of active participants reported on line 7a of the Form 55002020-04-01105
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-0111
Total of all active and inactive participants2020-04-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-010
Total participants2020-04-01116
Number of participants with account balances2020-04-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010
2019: PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-04-01128
Total number of active participants reported on line 7a of the Form 55002019-04-01102
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-019
Total of all active and inactive participants2019-04-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-010
Total participants2019-04-01111
Number of participants with account balances2019-04-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
2018: PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-04-01125
Total number of active participants reported on line 7a of the Form 55002018-04-01107
Number of retired or separated participants receiving benefits2018-04-011
Number of other retired or separated participants entitled to future benefits2018-04-019
Total of all active and inactive participants2018-04-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-010
Total participants2018-04-01117
Number of participants with account balances2018-04-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-010
2017: PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-04-01130
Total number of active participants reported on line 7a of the Form 55002017-04-01111
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-015
Total of all active and inactive participants2017-04-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-010
Total participants2017-04-01116
Number of participants with account balances2017-04-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
2009: PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-04-0181
Total number of active participants reported on line 7a of the Form 55002009-04-0179
Number of retired or separated participants receiving benefits2009-04-013
Number of other retired or separated participants entitled to future benefits2009-04-015
Total of all active and inactive participants2009-04-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-0187
Number of participants with account balances2009-04-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-011

Financial Data on PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST

Measure Date Value
2023 : PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$0
Total income from all sources (including contributions)2023-03-31$-56,850
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$1,505,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$1,422,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$504,694
Value of total assets at end of year2023-03-31$6,986,298
Value of total assets at beginning of year2023-03-31$8,548,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$82,408
Total interest from all sources2023-03-31$7,609
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$41,643
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$41,643
Administrative expenses professional fees incurred2023-03-31$82,408
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$500,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$456,902
Participant contributions at end of year2023-03-31$182,779
Participant contributions at beginning of year2023-03-31$153,976
Income. Received or receivable in cash from other sources (including rollovers)2023-03-31$7,792
Total non interest bearing cash at end of year2023-03-31$8,307
Total non interest bearing cash at beginning of year2023-03-31$327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-1,561,867
Value of net assets at end of year (total assets less liabilities)2023-03-31$6,986,298
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$8,548,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$249,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$1,222,067
Interest on participant loans2023-03-31$7,609
Value of interest in common/collective trusts at end of year2023-03-31$6,439,925
Value of interest in common/collective trusts at beginning of year2023-03-31$7,108,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-03-31$65,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-03-31$63,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-610,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$40,000
Employer contributions (assets) at end of year2023-03-31$40,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$1,422,609
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31PLANTE MORAN
Accountancy firm EIN2023-03-31381357951
2022 : PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$0
Total income from all sources (including contributions)2022-03-31$892,213
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$822,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$744,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$542,835
Value of total assets at end of year2022-03-31$8,548,165
Value of total assets at beginning of year2022-03-31$8,478,756
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$78,793
Total interest from all sources2022-03-31$9,267
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$87,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$87,156
Administrative expenses professional fees incurred2022-03-31$78,793
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$500,000
If this is an individual account plan, was there a blackout period2022-03-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$542,835
Participant contributions at end of year2022-03-31$153,976
Participant contributions at beginning of year2022-03-31$183,615
Total non interest bearing cash at end of year2022-03-31$327
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$69,409
Value of net assets at end of year (total assets less liabilities)2022-03-31$8,548,165
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$8,478,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$1,222,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$1,714,161
Interest on participant loans2022-03-31$9,267
Value of interest in common/collective trusts at end of year2022-03-31$7,108,271
Value of interest in common/collective trusts at beginning of year2022-03-31$6,523,850
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$6
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-03-31$63,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-03-31$57,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$252,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$744,011
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-03-31Yes
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31PLANTE MORAN
Accountancy firm EIN2022-03-31381357951
2021 : PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$0
Total income from all sources (including contributions)2021-03-31$3,028,806
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$256,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$185,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$373,449
Value of total assets at end of year2021-03-31$8,478,756
Value of total assets at beginning of year2021-03-31$5,706,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$71,498
Total interest from all sources2021-03-31$7,914
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$33,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$33,793
Administrative expenses professional fees incurred2021-03-31$23,882
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$500,000
If this is an individual account plan, was there a blackout period2021-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$367,315
Participant contributions at end of year2021-03-31$183,615
Participant contributions at beginning of year2021-03-31$141,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$2,772,274
Value of net assets at end of year (total assets less liabilities)2021-03-31$8,478,756
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$5,706,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$39,917
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$1,714,161
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$814,293
Interest on participant loans2021-03-31$7,914
Value of interest in common/collective trusts at end of year2021-03-31$6,523,850
Value of interest in common/collective trusts at beginning of year2021-03-31$4,696,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$6
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$5
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-03-31$57,124
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-03-31$53,948
Expenses. Payments to insurance carriers foe the provision of benefits2021-03-31$2,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$395,468
Net investment gain or loss from common/collective trusts2021-03-31$2,218,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$6,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$182,289
Contract administrator fees2021-03-31$7,699
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31PLANTE MORAN
Accountancy firm EIN2021-03-31381357951
2020 : PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$0
Total income from all sources (including contributions)2020-03-31$-233,817
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$844,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$774,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$378,071
Value of total assets at end of year2020-03-31$5,706,482
Value of total assets at beginning of year2020-03-31$6,785,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$70,197
Total interest from all sources2020-03-31$5,667
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$32,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$32,521
Administrative expenses professional fees incurred2020-03-31$22,532
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$500,000
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$378,071
Participant contributions at end of year2020-03-31$141,406
Participant contributions at beginning of year2020-03-31$53,896
Other income not declared elsewhere2020-03-31$1,540
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-1,078,569
Value of net assets at end of year (total assets less liabilities)2020-03-31$5,706,482
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$6,785,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Investment advisory and management fees2020-03-31$38,418
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$814,293
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$1,463,660
Interest on participant loans2020-03-31$5,667
Value of interest in common/collective trusts at end of year2020-03-31$4,696,830
Value of interest in common/collective trusts at beginning of year2020-03-31$5,215,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$5
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$20
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$20
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-03-31$53,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-03-31$52,408
Expenses. Payments to insurance carriers foe the provision of benefits2020-03-31$2,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-164,643
Net investment gain or loss from common/collective trusts2020-03-31$-486,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$772,359
Contract administrator fees2020-03-31$9,247
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Accountancy firm name2020-03-31PLANTE MORAN
Accountancy firm EIN2020-03-31381357951
2019 : PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$0
Total income from all sources (including contributions)2019-03-31$656,781
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$516,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$447,254
Value of total corrective distributions2019-03-31$873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$351,583
Value of total assets at end of year2019-03-31$6,785,051
Value of total assets at beginning of year2019-03-31$6,645,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$68,860
Total interest from all sources2019-03-31$2,957
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$81,119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$81,119
Administrative expenses professional fees incurred2019-03-31$22,304
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$500,000
If this is an individual account plan, was there a blackout period2019-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$347,332
Participant contributions at end of year2019-03-31$53,896
Participant contributions at beginning of year2019-03-31$76,310
Income. Received or receivable in cash from other sources (including rollovers)2019-03-31$4,251
Other income not declared elsewhere2019-03-31$2,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$139,794
Value of net assets at end of year (total assets less liabilities)2019-03-31$6,785,051
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$6,645,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Investment advisory and management fees2019-03-31$39,083
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$1,463,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$1,655,620
Interest on participant loans2019-03-31$2,957
Value of interest in common/collective trusts at end of year2019-03-31$5,215,067
Value of interest in common/collective trusts at beginning of year2019-03-31$4,863,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-03-31$20
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-03-31$34
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-03-31$34
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-03-31$52,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-03-31$49,509
Expenses. Payments to insurance carriers foe the provision of benefits2019-03-31$2,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$17,122
Net investment gain or loss from common/collective trusts2019-03-31$201,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$445,058
Contract administrator fees2019-03-31$7,473
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-03-31No
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31No
Opinion of an independent qualified public accountant for this plan2019-03-31Unqualified
Accountancy firm name2019-03-31PLANTE MORAN
Accountancy firm EIN2019-03-31381357951
2018 : PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total transfer of assets to this plan2018-03-31$677
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$0
Total income from all sources (including contributions)2018-03-31$1,106,224
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$1,021,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$975,119
Value of total corrective distributions2018-03-31$277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$394,612
Value of total assets at end of year2018-03-31$6,645,257
Value of total assets at beginning of year2018-03-31$6,559,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$45,912
Total interest from all sources2018-03-31$4,402
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$70,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$70,048
Administrative expenses professional fees incurred2018-03-31$2,601
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$500,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$394,612
Participant contributions at end of year2018-03-31$76,310
Participant contributions at beginning of year2018-03-31$121,058
Other income not declared elsewhere2018-03-31$4,297
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$84,916
Value of net assets at end of year (total assets less liabilities)2018-03-31$6,645,257
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$6,559,664
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Investment advisory and management fees2018-03-31$39,081
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$1,655,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$1,346,405
Interest on participant loans2018-03-31$4,402
Value of interest in common/collective trusts at end of year2018-03-31$4,863,784
Value of interest in common/collective trusts at beginning of year2018-03-31$5,046,976
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$34
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$13
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$13
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-03-31$49,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-03-31$45,212
Expenses. Payments to insurance carriers foe the provision of benefits2018-03-31$2,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$126,122
Net investment gain or loss from common/collective trusts2018-03-31$506,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$972,923
Contract administrator fees2018-03-31$4,230
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-03-31No
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31No
Opinion of an independent qualified public accountant for this plan2018-03-31Unqualified
Accountancy firm name2018-03-31PLANTE MORAN
Accountancy firm EIN2018-03-31381357951
2010 : PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST

2022: PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01Submission has been amendedNo
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement – InsuranceYes
2022-04-01Plan benefit arrangement - TrustYes
2021: PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedNo
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement – InsuranceYes
2021-04-01Plan benefit arrangement - TrustYes
2020: PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2009: PARKWAY CHRYSLER JEEP, INC. 401(K) PLAN & TRUST 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement – InsuranceYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400090
Policy instance 1
Insurance contract or identification number97400090
Number of Individuals Covered4
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400090
Policy instance 1
Insurance contract or identification number97400090
Number of Individuals Covered4
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400090
Policy instance 1
Insurance contract or identification number97400090
Number of Individuals Covered4
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400090
Policy instance 1
Insurance contract or identification number97400090
Number of Individuals Covered4
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400090
Policy instance 1
Insurance contract or identification number97400090
Number of Individuals Covered4
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400090
Policy instance 1
Insurance contract or identification number97400090
Number of Individuals Covered4
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Are there contracts with allocated funds for individual policies?1
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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