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DON JACOBS AUTOMOTIVE GROUP 401(K) PLAN 401k Plan overview

Plan NameDON JACOBS AUTOMOTIVE GROUP 401(K) PLAN
Plan identification number 001

DON JACOBS AUTOMOTIVE GROUP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.

401k Sponsoring company profile

DON JACOBS MOTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name:DON JACOBS MOTORS, INC.
Employer identification number (EIN):391288187
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DON JACOBS AUTOMOTIVE GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01DAVID W. JACOBS2015-10-13
0012013-01-01DAVID W. JACOBS2014-09-24
0012012-01-01DAVID W. JACOBS2013-10-10
0012011-01-01JULIE SHEPPERD

Plan Statistics for DON JACOBS AUTOMOTIVE GROUP 401(K) PLAN

401k plan membership statisitcs for DON JACOBS AUTOMOTIVE GROUP 401(K) PLAN

Measure Date Value
2011: DON JACOBS AUTOMOTIVE GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01117
Total number of active participants reported on line 7a of the Form 55002011-01-0168
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0196
Number of participants with account balances2011-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012

Financial Data on DON JACOBS AUTOMOTIVE GROUP 401(K) PLAN

Measure Date Value
2011 : DON JACOBS AUTOMOTIVE GROUP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$75,173
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$89,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$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 year2011-12-31$2,123,173
Value of total assets at beginning of year2011-12-31$2,137,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,645
Total interest from all sources2011-12-31$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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$131,195
Participant contributions at end of year2011-12-31$24,582
Participant contributions at beginning of year2011-12-31$28,685
Participant contributions at end of year2011-12-31$6,252
Participant contributions at beginning of year2011-12-31$9,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-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)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,092,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,099,186
Interest on participant loans2011-12-31$1,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-57,438
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$88,201
Contract administrator fees2011-12-31$1,645
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DONALD TUSHAUS & COMPANY
Accountancy firm EIN2011-12-31391184537
2010 : DON JACOBS AUTOMOTIVE GROUP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$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 assets2010-12-31$0
Total of all expenses incurred2010-12-31$632,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$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 year2010-12-31$2,137,846
Value of total assets at beginning of year2010-12-31$2,399,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,904
Total interest from all sources2010-12-31$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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$123,130
Participant contributions at end of year2010-12-31$28,685
Participant contributions at beginning of year2010-12-31$54,267
Participant contributions at end of year2010-12-31$9,975
Participant contributions at beginning of year2010-12-31$14,572
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$19,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-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)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,099,186
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,329,382
Interest on participant loans2010-12-31$2,800
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$275,939
Net investment gain/loss from pooled separate accounts2010-12-31$-49,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$1,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$625,230
Contract administrator fees2010-12-31$6,904
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$819
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DONALD TUSHAUS & COMPANY
Accountancy firm EIN2010-12-31391184537

Form 5500 Responses for DON JACOBS AUTOMOTIVE GROUP 401(K) PLAN

2011: DON JACOBS AUTOMOTIVE GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number91663093
Policy instance 1
Insurance contract or identification number91663093
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-05-28
Total amount of commissions paid to insurance brokerUSD $5,630
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
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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