401k Plan data: JOHNSON MOTORS 401(K) PLAN plan

JOHNSON MOTORS 401(K) PLAN 401k Plan overview

Plan Name	JOHNSON MOTORS 401(K) PLAN
Plan identification number	001

JOHNSON MOTORS 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JOHNSON MOTOR SALES, INC. has sponsored the creation of one or more 401k plans.

Company Name: JOHNSON MOTOR SALES, INC.

Employer identification number (EIN): 390379660

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNSON MOTORS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 GREG ANDERSON
001 2017-01-01 GREG ANDERSON
001 2016-01-01 MICHAEL ANDERSON 2017-05-10
001 2015-01-01 MICHAEL ANDERSON 2016-05-24
001 2014-01-01 MICHAEL ANDERSON 2015-05-27
001 2013-01-01 MICHAEL ANDERSON 2014-04-16
001 2012-01-01 MICHAEL ANDERSON 2013-07-18
001 2011-01-01 MICHAEL ANDERSON 2012-06-06
001 2010-01-01 MICHAEL ANDERSON 2011-05-23

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	GREG ANDERSON
001	2017-01-01	GREG ANDERSON
001	2016-01-01	MICHAEL ANDERSON	2017-05-10
001	2015-01-01	MICHAEL ANDERSON	2016-05-24
001	2014-01-01	MICHAEL ANDERSON	2015-05-27
001	2013-01-01	MICHAEL ANDERSON	2014-04-16
001	2012-01-01	MICHAEL ANDERSON	2013-07-18
001	2011-01-01	MICHAEL ANDERSON	2012-06-06
001	2010-01-01	MICHAEL ANDERSON	2011-05-23

Plan Statistics for JOHNSON MOTORS 401(K) PLAN

401k plan membership statisitcs for JOHNSON MOTORS 401(K) PLAN

Measure Date Value
2023: JOHNSON MOTORS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 264
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 174
Number of other retired or separated participants entitled to future benefits 2023-01-01 58
Total of all active and inactive participants 2023-01-01 232
Total participants 2023-01-01 232
Number of participants with account balances 2023-01-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 26
2022: JOHNSON MOTORS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 214
Number of other retired or separated participants entitled to future benefits 2022-01-01 50
Total of all active and inactive participants 2022-01-01 264
Total participants 2022-01-01 264
Number of participants with account balances 2022-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 33
2021: JOHNSON MOTORS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 152
Number of other retired or separated participants entitled to future benefits 2021-01-01 47
Total of all active and inactive participants 2021-01-01 199
Total participants 2021-01-01 199
Number of participants with account balances 2021-01-01 156
2020: JOHNSON MOTORS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 181
Number of other retired or separated participants entitled to future benefits 2020-01-01 44
Total of all active and inactive participants 2020-01-01 225
Total participants 2020-01-01 225
Number of participants with account balances 2020-01-01 151
2019: JOHNSON MOTORS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 170
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 22
Total of all active and inactive participants 2019-01-01 192
Total participants 2019-01-01 192
Number of participants with account balances 2019-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 12
2018: JOHNSON MOTORS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 132
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 18
Total of all active and inactive participants 2018-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 150
Number of participants with account balances 2018-01-01 121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 12
2017: JOHNSON MOTORS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 127
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 12
Total of all active and inactive participants 2017-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 141
Number of participants with account balances 2017-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 10

Measure	Date	Value
2023: JOHNSON MOTORS 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	264
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	174
Number of other retired or separated participants entitled to future benefits	2023-01-01	58
Total of all active and inactive participants	2023-01-01	232
Total participants	2023-01-01	232
Number of participants with account balances	2023-01-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	26
2022: JOHNSON MOTORS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	214
Number of other retired or separated participants entitled to future benefits	2022-01-01	50
Total of all active and inactive participants	2022-01-01	264
Total participants	2022-01-01	264
Number of participants with account balances	2022-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	33
2021: JOHNSON MOTORS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	152
Number of other retired or separated participants entitled to future benefits	2021-01-01	47
Total of all active and inactive participants	2021-01-01	199
Total participants	2021-01-01	199
Number of participants with account balances	2021-01-01	156
2020: JOHNSON MOTORS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	181
Number of other retired or separated participants entitled to future benefits	2020-01-01	44
Total of all active and inactive participants	2020-01-01	225
Total participants	2020-01-01	225
Number of participants with account balances	2020-01-01	151
2019: JOHNSON MOTORS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	170
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	22
Total of all active and inactive participants	2019-01-01	192
Total participants	2019-01-01	192
Number of participants with account balances	2019-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	12
2018: JOHNSON MOTORS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	132
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	18
Total of all active and inactive participants	2018-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	150
Number of participants with account balances	2018-01-01	121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	12
2017: JOHNSON MOTORS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	127
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	12
Total of all active and inactive participants	2017-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	141
Number of participants with account balances	2017-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	10

Financial Data on JOHNSON MOTORS 401(K) PLAN

Measure	Date	Value
2023 : JOHNSON MOTORS 401(K) PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$9,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$3,107
Total income from all sources (including contributions)	2023-12-31	$1,447,558
Total of all expenses incurred	2023-12-31	$483,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$443,723
Value of total corrective distributions	2023-12-31	$9,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$597,611
Value of total assets at end of year	2023-12-31	$6,013,783
Value of total assets at beginning of year	2023-12-31	$5,043,602
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$30,547
Total interest from all sources	2023-12-31	$5,096
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$176,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$176,757
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$531,544
Participant contributions at end of year	2023-12-31	$70,787
Participant contributions at beginning of year	2023-12-31	$29,111
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2023-12-31	$9,150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2023-12-31	$3,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$964,138
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$6,004,633
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$5,040,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$18,449
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$5,938,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$5,005,634
Interest on participant loans	2023-12-31	$5,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$4,435
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$8,857
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$668,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$66,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$443,723
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	WOODWARD & ASSOCIATES, INC
Accountancy firm EIN	2023-12-31	371378349
2022 : JOHNSON MOTORS 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$3,107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$1,579
Total income from all sources (including contributions)	2022-12-31	$-254,115
Total of all expenses incurred	2022-12-31	$335,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$303,323
Value of total corrective distributions	2022-12-31	$1,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$653,538
Value of total assets at end of year	2022-12-31	$5,043,602
Value of total assets at beginning of year	2022-12-31	$5,631,988
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$30,481
Total interest from all sources	2022-12-31	$2,024
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$266,660
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$266,660
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$565,151
Participant contributions at end of year	2022-12-31	$29,111
Participant contributions at beginning of year	2022-12-31	$56,790
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$12,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$3,107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$1,579
Other income not declared elsewhere	2022-12-31	$619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-589,914
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$5,040,495
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,630,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$17,883
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,005,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,569,718
Interest on participant loans	2022-12-31	$2,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$8,857
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$5,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,176,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$75,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$303,323
Contract administrator fees	2022-12-31	$12,598
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WOODWARD & ASSOCIATES, INC
Accountancy firm EIN	2022-12-31	371378349
2021 : JOHNSON MOTORS 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,579
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$755
Total income from all sources (including contributions)	2021-12-31	$1,280,376
Total of all expenses incurred	2021-12-31	$647,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$618,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$581,283
Value of total assets at end of year	2021-12-31	$5,631,988
Value of total assets at beginning of year	2021-12-31	$4,997,853
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$28,880
Total interest from all sources	2021-12-31	$1,636
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$301,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$301,348
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$563,040
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$510,005
Participant contributions at end of year	2021-12-31	$56,790
Participant contributions at beginning of year	2021-12-31	$23,398
Participant contributions at beginning of year	2021-12-31	$14
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$1,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$633,311
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,630,409
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,997,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$18,218
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,569,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,971,188
Interest on participant loans	2021-12-31	$1,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$5,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$396,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$70,740
Employer contributions (assets) at beginning of year	2021-12-31	$649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$618,185
Contract administrator fees	2021-12-31	$10,662
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$755
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WOODWARD & ASSOCIATES, INC
Accountancy firm EIN	2021-12-31	371378349
2020 : JOHNSON MOTORS 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$755
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,240
Total income from all sources (including contributions)	2020-12-31	$1,241,605
Total of all expenses incurred	2020-12-31	$232,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$211,529
Expenses. Certain deemed distributions of participant loans	2020-12-31	$1,287
Value of total corrective distributions	2020-12-31	$755
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$560,261
Value of total assets at end of year	2020-12-31	$4,997,853
Value of total assets at beginning of year	2020-12-31	$3,989,644
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$19,340
Total interest from all sources	2020-12-31	$3,277
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$180,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$180,315
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$499,700
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$480,109
Participant contributions at end of year	2020-12-31	$23,398
Participant contributions at beginning of year	2020-12-31	$21,432
Participant contributions at end of year	2020-12-31	$14
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$6,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,008,694
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,997,098
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,988,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$14,476
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,971,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,967,187
Interest on participant loans	2020-12-31	$1,786
Interest earned on other investments	2020-12-31	$1,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$497,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$73,335
Employer contributions (assets) at end of year	2020-12-31	$649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$211,529
Contract administrator fees	2020-12-31	$4,864
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$755
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$1,240
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	WOODWARD & ASSOCIATES, INC
Accountancy firm EIN	2020-12-31	371378349
2019 : JOHNSON MOTORS 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,240
Total income from all sources (including contributions)	2019-12-31	$1,200,816
Total of all expenses incurred	2019-12-31	$334,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$327,140
Expenses. Certain deemed distributions of participant loans	2019-12-31	$5,000
Value of total corrective distributions	2019-12-31	$1,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$519,648
Value of total assets at end of year	2019-12-31	$3,989,644
Value of total assets at beginning of year	2019-12-31	$3,121,588
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$620
Total interest from all sources	2019-12-31	$3,246
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$164,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$164,224
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$399,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$445,302
Participant contributions at end of year	2019-12-31	$21,432
Participant contributions at beginning of year	2019-12-31	$28,170
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$6,901
Administrative expenses (other) incurred	2019-12-31	$620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$866,816
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,988,404
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,121,588
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,967,187
Interest on participant loans	2019-12-31	$1,474
Interest earned on other investments	2019-12-31	$1,772
Value of interest in common/collective trusts at beginning of year	2019-12-31	$3,093,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$-40,017
Net investment gain or loss from common/collective trusts	2019-12-31	$553,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$67,445
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$327,140
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$1,240
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WOODWARD & ASSOCIATES, INC.
Accountancy firm EIN	2019-12-31	371378349
2018 : JOHNSON MOTORS 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$142,669
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$50,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$50,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$447,936
Value of total assets at end of year	2018-12-31	$3,121,588
Value of total assets at beginning of year	2018-12-31	$3,029,267
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$1,038
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 year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$316,022
Participant contributions at end of year	2018-12-31	$28,170
Participant contributions at beginning of year	2018-12-31	$3,186
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$82,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$92,321
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,121,588
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,029,267
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Interest on participant loans	2018-12-31	$1,038
Value of interest in common/collective trusts at end of year	2018-12-31	$3,093,418
Value of interest in common/collective trusts at beginning of year	2018-12-31	$3,025,961
Net investment gain or loss from common/collective trusts	2018-12-31	$-306,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$49,255
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$50,348
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WOODWARD & ASSOCIATES, INC.
Accountancy firm EIN	2018-12-31	371378349
2017 : JOHNSON MOTORS 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$2,455
Total income from all sources (including contributions)	2017-12-31	$797,488
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$462,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$462,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$359,265
Value of total assets at end of year	2017-12-31	$3,029,267
Value of total assets at beginning of year	2017-12-31	$2,696,935
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$140
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 year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$284,903
Participant contributions at end of year	2017-12-31	$3,186
Participant contributions at beginning of year	2017-12-31	$2,000
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$31,710
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$334,787
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,029,267
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,694,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Interest on participant loans	2017-12-31	$140
Value of interest in common/collective trusts at end of year	2017-12-31	$3,025,961
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,694,935
Net investment gain or loss from common/collective trusts	2017-12-31	$438,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$42,652
Employer contributions (assets) at end of year	2017-12-31	$120
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$462,701
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$2,455
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WOODWARD & ASSOCIATES, INC.
Accountancy firm EIN	2017-12-31	371378349

Form 5500 Responses for JOHNSON MOTORS 401(K) PLAN

2023: JOHNSON MOTORS 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: JOHNSON MOTORS 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JOHNSON MOTORS 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JOHNSON MOTORS 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JOHNSON MOTORS 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JOHNSON MOTORS 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JOHNSON MOTORS 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507389-01

Policy instance

Insurance contract or identification number	507389-01
Number of Individuals Covered	3
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507389-01

Policy instance

Insurance contract or identification number	507389-01
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507389-01

Policy instance

Insurance contract or identification number	507389-01
Number of Individuals Covered	1
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507389-01

Policy instance

Insurance contract or identification number	507389-01
Number of Individuals Covered	1
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

507389-01

Policy instance

Insurance contract or identification number	507389-01
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

Potentially related plans

JOHNSON MOTORS, INC. 401(K) PROFIT SHARING PLAN [EIN = 251123856]

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Company Name:	JOHNSON MOTOR SALES, INC.
Employer identification number (EIN):	390379660
NAIC Classification:	441110
NAIC Description:	New Car Dealers