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JIM BUTLER AUTO GROUP 401K PLAN 401k Plan overview

Plan NameJIM BUTLER AUTO GROUP 401K PLAN
Plan identification number 002

JIM BUTLER AUTO GROUP 401K PLAN Benefits

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

JIM BUTLER CHEVROLET INC. has sponsored the creation of one or more 401k plans.

Company Name:JIM BUTLER CHEVROLET INC.
Employer identification number (EIN):430913317
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JIM BUTLER AUTO GROUP 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01TRACY HANKINS BRAD SOWERS2018-10-15
0022016-01-01TRACY HANKINS
0022015-01-01TRACY HANKINS2016-10-13
0022014-01-01TRACY HANKINS2015-05-15 TRACY HANKINS2015-05-15
0022013-01-01TRACY HANKINS2014-06-09
0022012-01-01TRACY HANKINS2013-06-24 TRACY HANKINS2013-06-24
0022011-01-01TRACY HANKINS2012-06-07
0022010-01-01TRACY HANKINS2011-06-29

Plan Statistics for JIM BUTLER AUTO GROUP 401K PLAN

401k plan membership statisitcs for JIM BUTLER AUTO GROUP 401K PLAN

Measure Date Value
2023: JIM BUTLER AUTO GROUP 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01248
Total number of active participants reported on line 7a of the Form 55002023-01-01236
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0124
Total of all active and inactive participants2023-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01260
Number of participants with account balances2023-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0125
2022: JIM BUTLER AUTO GROUP 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01281
Total number of active participants reported on line 7a of the Form 55002022-01-01226
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01248
Number of participants with account balances2022-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0129
2021: JIM BUTLER AUTO GROUP 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01242
Total number of active participants reported on line 7a of the Form 55002021-01-01252
Number of retired or separated participants receiving benefits2021-01-017
Number of other retired or separated participants entitled to future benefits2021-01-0118
Total of all active and inactive participants2021-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01277
Number of participants with account balances2021-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0126
2020: JIM BUTLER AUTO GROUP 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01200
Total number of active participants reported on line 7a of the Form 55002020-01-01232
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01242
Number of participants with account balances2020-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: JIM BUTLER AUTO GROUP 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01213
Total number of active participants reported on line 7a of the Form 55002019-01-01163
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01189
Number of participants with account balances2019-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: JIM BUTLER AUTO GROUP 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01229
Total number of active participants reported on line 7a of the Form 55002018-01-01162
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01195
Number of participants with account balances2018-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: JIM BUTLER AUTO GROUP 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01194
Total number of active participants reported on line 7a of the Form 55002017-01-01196
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01211
Number of participants with account balances2017-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: JIM BUTLER AUTO GROUP 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01195
Total number of active participants reported on line 7a of the Form 55002016-01-01152
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01169
Number of participants with account balances2016-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113

Financial Data on JIM BUTLER AUTO GROUP 401K PLAN

Measure Date Value
2023 : JIM BUTLER AUTO GROUP 401K PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$339
Total transfer of assets from this plan2023-12-31$1,378
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$4,119,430
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,008,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$877,282
Expenses. Certain deemed distributions of participant loans2023-12-31$36,244
Value of total corrective distributions2023-12-31$472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,721,517
Value of total assets at end of year2023-12-31$14,336,950
Value of total assets at beginning of year2023-12-31$11,227,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$94,837
Total interest from all sources2023-12-31$13,367
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$298,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$298,901
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,390,419
Participant contributions at end of year2023-12-31$212,183
Participant contributions at beginning of year2023-12-31$230,419
Administrative expenses (other) incurred2023-12-31$7,613
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,110,595
Value of net assets at end of year (total assets less liabilities)2023-12-31$14,336,950
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$11,227,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$48,783
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$12,249,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$9,222,965
Interest on participant loans2023-12-31$13,367
Value of interest in common/collective trusts at end of year2023-12-31$1,874,891
Value of interest in common/collective trusts at beginning of year2023-12-31$1,773,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$2,031,425
Net investment gain or loss from common/collective trusts2023-12-31$54,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$331,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$877,282
Contract administrator fees2023-12-31$38,441
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ARMANINO, LLP
Accountancy firm EIN2023-12-31946214841
2022 : JIM BUTLER AUTO GROUP 401K PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$14,265
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-630,353
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$673,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$583,334
Expenses. Certain deemed distributions of participant loans2022-12-31$19,803
Value of total corrective distributions2022-12-31$6,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,669,292
Value of total assets at end of year2022-12-31$11,227,394
Value of total assets at beginning of year2022-12-31$12,517,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$64,522
Total interest from all sources2022-12-31$13,638
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$265,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$265,166
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,356,626
Participant contributions at end of year2022-12-31$230,419
Participant contributions at beginning of year2022-12-31$303,127
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$7,848
Administrative expenses (other) incurred2022-12-31$2,138
Total non interest bearing cash at end of year2022-12-31$563
Total non interest bearing cash at beginning of year2022-12-31$2,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,304,156
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,227,394
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,517,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$28,196
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,222,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,901,066
Interest on participant loans2022-12-31$13,638
Value of interest in common/collective trusts at end of year2022-12-31$1,773,447
Value of interest in common/collective trusts at beginning of year2022-12-31$1,310,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,578,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$304,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$583,334
Contract administrator fees2022-12-31$34,188
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ARMANINO, LLP
Accountancy firm EIN2022-12-31946214841
2021 : JIM BUTLER AUTO GROUP 401K PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$35,798
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,134,991
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,167,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,082,531
Expenses. Certain deemed distributions of participant loans2021-12-31$6,795
Value of total corrective distributions2021-12-31$3,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,545,356
Value of total assets at end of year2021-12-31$12,517,285
Value of total assets at beginning of year2021-12-31$10,513,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$74,648
Total interest from all sources2021-12-31$16,812
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$642,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$642,519
Administrative expenses professional fees incurred2021-12-31$5,200
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,256,893
Participant contributions at end of year2021-12-31$303,127
Participant contributions at beginning of year2021-12-31$325,411
Total non interest bearing cash at end of year2021-12-31$2,982
Total non interest bearing cash at beginning of year2021-12-31$7,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,967,674
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,517,285
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,513,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$36,249
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,901,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,696,263
Income. Interest from loans (other than to participants)2021-12-31$16,812
Value of interest in common/collective trusts at end of year2021-12-31$1,310,110
Value of interest in common/collective trusts at beginning of year2021-12-31$1,484,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$930,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$288,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,082,531
Contract administrator fees2021-12-31$33,199
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ARMANINO, LLP
Accountancy firm EIN2021-12-31946214841
2020 : JIM BUTLER AUTO GROUP 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,259,796
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$462,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$404,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,029,529
Value of total assets at end of year2020-12-31$10,513,813
Value of total assets at beginning of year2020-12-31$7,716,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$57,536
Total interest from all sources2020-12-31$16,831
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$229,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$229,838
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$840,905
Participant contributions at end of year2020-12-31$325,411
Participant contributions at beginning of year2020-12-31$281,241
Total non interest bearing cash at end of year2020-12-31$7,309
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,797,795
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,513,813
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,716,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$42,536
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,696,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,092,112
Interest on participant loans2020-12-31$16,831
Value of interest in common/collective trusts at end of year2020-12-31$1,484,830
Value of interest in common/collective trusts at beginning of year2020-12-31$1,342,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,983,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$188,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$404,465
Contract administrator fees2020-12-31$15,000
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ARMANINO, LLP
Accountancy firm EIN2020-12-31946214841
2019 : JIM BUTLER AUTO GROUP 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,593,701
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,097,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,039,057
Value of total corrective distributions2019-12-31$2,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,070,432
Value of total assets at end of year2019-12-31$7,716,018
Value of total assets at beginning of year2019-12-31$6,220,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$56,475
Total interest from all sources2019-12-31$14,239
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$267,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$267,159
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$733,989
Participant contributions at end of year2019-12-31$281,241
Participant contributions at beginning of year2019-12-31$189,478
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$168,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,495,838
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,716,018
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,220,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$30,055
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,092,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,822,722
Interest on participant loans2019-12-31$14,239
Value of interest in common/collective trusts at end of year2019-12-31$1,342,665
Value of interest in common/collective trusts at beginning of year2019-12-31$1,207,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,206,747
Net investment gain or loss from common/collective trusts2019-12-31$35,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$167,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,039,057
Contract administrator fees2019-12-31$26,420
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BROWN SMITH WALLACE, LLP
Accountancy firm EIN2019-12-31431001367
2018 : JIM BUTLER AUTO GROUP 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$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$603,276
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,045,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$989,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$863,119
Value of total assets at end of year2018-12-31$6,220,180
Value of total assets at beginning of year2018-12-31$6,662,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$55,675
Total interest from all sources2018-12-31$11,904
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$381,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$381,879
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$705,997
Participant contributions at end of year2018-12-31$189,478
Participant contributions at beginning of year2018-12-31$297,295
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$3,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-442,359
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,220,180
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,662,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$29,198
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,822,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,377,667
Interest on participant loans2018-12-31$11,904
Value of interest in common/collective trusts at end of year2018-12-31$1,207,980
Value of interest in common/collective trusts at beginning of year2018-12-31$984,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-685,497
Net investment gain or loss from common/collective trusts2018-12-31$31,871
Net gain/loss from 103.12 investment entities2018-12-31$-692,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$157,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$989,960
Contract administrator fees2018-12-31$26,477
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BROWN SMITH WALLACE, LLP
Accountancy firm EIN2018-12-31431001367
2017 : JIM BUTLER AUTO GROUP 401K PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$39,940
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$0
Total income from all sources (including contributions)2017-12-31$2,049,458
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$246,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$209,468
Value of total corrective distributions2017-12-31$2,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$967,290
Value of total assets at end of year2017-12-31$6,662,539
Value of total assets at beginning of year2017-12-31$4,899,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$34,443
Total interest from all sources2017-12-31$12,098
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$209,615
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$209,615
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$653,770
Participant contributions at end of year2017-12-31$297,295
Participant contributions at beginning of year2017-12-31$284,049
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$162,861
Total non interest bearing cash at end of year2017-12-31$3,565
Total non interest bearing cash at beginning of year2017-12-31$3,760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,802,627
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,662,539
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,899,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$23,640
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,377,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,795,166
Interest on participant loans2017-12-31$12,098
Value of interest in common/collective trusts at end of year2017-12-31$984,012
Value of interest in common/collective trusts at beginning of year2017-12-31$816,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$839,901
Net investment gain or loss from common/collective trusts2017-12-31$20,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$150,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$209,468
Contract administrator fees2017-12-31$10,803
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BROWN SMITH WALLACE, LLP
Accountancy firm EIN2017-12-31431001367
2016 : JIM BUTLER AUTO GROUP 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$243,845
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,213,328
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$345,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$307,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$857,781
Value of total assets at end of year2016-12-31$4,899,852
Value of total assets at beginning of year2016-12-31$4,276,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$37,997
Total interest from all sources2016-12-31$10,701
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$131,917
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$131,917
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$599,723
Participant contributions at end of year2016-12-31$284,049
Participant contributions at beginning of year2016-12-31$154,498
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$118,657
Total non interest bearing cash at end of year2016-12-31$3,760
Total non interest bearing cash at beginning of year2016-12-31$7,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$867,377
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,899,852
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,276,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$14,965
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,795,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,206,342
Interest on participant loans2016-12-31$10,701
Value of interest in common/collective trusts at end of year2016-12-31$816,877
Value of interest in common/collective trusts at beginning of year2016-12-31$908,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$192,385
Net investment gain or loss from common/collective trusts2016-12-31$20,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$139,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$307,954
Contract administrator fees2016-12-31$23,032
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BROWN SMITH WALLACE, LLP
Accountancy firm EIN2016-12-31431001367

Form 5500 Responses for JIM BUTLER AUTO GROUP 401K PLAN

2023: JIM BUTLER AUTO GROUP 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: JIM BUTLER AUTO GROUP 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JIM BUTLER AUTO GROUP 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JIM BUTLER AUTO GROUP 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JIM BUTLER AUTO GROUP 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JIM BUTLER AUTO GROUP 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JIM BUTLER AUTO GROUP 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JIM BUTLER AUTO GROUP 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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