DON JACOBS MOTORS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DON JACOBS AUTOMOTIVE GROUP 401(K) PLAN
Measure | Date | Value |
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2011 : DON JACOBS AUTOMOTIVE GROUP 401(K) PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $75,173 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $89,846 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $88,201 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $131,195 |
Value of total assets at end of year | 2011-12-31 | $2,123,173 |
Value of total assets at beginning of year | 2011-12-31 | $2,137,846 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,645 |
Total interest from all sources | 2011-12-31 | $1,416 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $131,195 |
Participant contributions at end of year | 2011-12-31 | $24,582 |
Participant contributions at beginning of year | 2011-12-31 | $28,685 |
Participant contributions at end of year | 2011-12-31 | $6,252 |
Participant contributions at beginning of year | 2011-12-31 | $9,975 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-14,673 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,123,173 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,137,846 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,092,339 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,099,186 |
Interest on participant loans | 2011-12-31 | $1,416 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-57,438 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Employer contributions (assets) at end of year | 2011-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $88,201 |
Contract administrator fees | 2011-12-31 | $1,645 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $0 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | DONALD TUSHAUS & COMPANY |
Accountancy firm EIN | 2011-12-31 | 391184537 |
2010 : DON JACOBS AUTOMOTIVE GROUP 401(K) PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $819 |
Total income from all sources (including contributions) | 2010-12-31 | $371,452 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $632,134 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $625,230 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $142,315 |
Value of total assets at end of year | 2010-12-31 | $2,137,846 |
Value of total assets at beginning of year | 2010-12-31 | $2,399,347 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $6,904 |
Total interest from all sources | 2010-12-31 | $2,800 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $123,130 |
Participant contributions at end of year | 2010-12-31 | $28,685 |
Participant contributions at beginning of year | 2010-12-31 | $54,267 |
Participant contributions at end of year | 2010-12-31 | $9,975 |
Participant contributions at beginning of year | 2010-12-31 | $14,572 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $19,185 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $-260,682 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,137,846 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,398,528 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,099,186 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $2,329,382 |
Interest on participant loans | 2010-12-31 | $2,800 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $275,939 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $-49,602 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,126 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $625,230 |
Contract administrator fees | 2010-12-31 | $6,904 |
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 | 2010-12-31 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $819 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | DONALD TUSHAUS & COMPANY |
Accountancy firm EIN | 2010-12-31 | 391184537 |