401k Plan data: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN plan

FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 401k Plan overview

Plan Name	FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN
Plan identification number	001

FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K 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.
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

FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC has sponsored the creation of one or more 401k plans.

Company Name: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC

Employer identification number (EIN): 470929366

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01 MARIE ROCK
001 2017-01-01 MARIE ROCK
001 2016-01-01 MARIE ROCK
001 2015-01-01 MARIE ROCK
001 2014-01-01 MARIE ROCK
001 2013-01-01 MARIE ROCK
001 2012-01-01 MARIE ROCK
001 2011-01-01 TIMOTHY MCBAIN
001 2010-01-01 TIMOTHY MCBAIN
001 2009-01-01 TIMOTHY MCBAIN

Plan Statistics for FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN

401k plan membership statisitcs for FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN

Measure Date Value
2018: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 33
Number of other retired or separated participants entitled to future benefits 2018-01-01 14
Total of all active and inactive participants 2018-01-01 47
Total participants 2018-01-01 47
Number of participants with account balances 2018-01-01 25
2017: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 45
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 11
Total of all active and inactive participants 2017-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 56
Number of participants with account balances 2017-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 43
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 11
Total of all active and inactive participants 2016-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 54
Number of participants with account balances 2016-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 65
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 38
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 48
Number of participants with account balances 2015-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 48
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 54
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 11
Total of all active and inactive participants 2014-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 65
Number of participants with account balances 2014-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 47
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 37
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 11
Total of all active and inactive participants 2013-01-01 48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 48
Number of participants with account balances 2013-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 54
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 36
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 11
Total of all active and inactive participants 2012-01-01 47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 47
Number of participants with account balances 2012-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 44
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 54
Number of participants with account balances 2011-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 53
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 45
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 8
Total of all active and inactive participants 2010-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 53
Number of participants with account balances 2010-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 44
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 9
Total of all active and inactive participants 2009-01-01 53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 53
Number of participants with account balances 2009-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	33
Number of other retired or separated participants entitled to future benefits	2018-01-01	14
Total of all active and inactive participants	2018-01-01	47
Total participants	2018-01-01	47
Number of participants with account balances	2018-01-01	25
2017: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	45
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	11
Total of all active and inactive participants	2017-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	56
Number of participants with account balances	2017-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	43
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	54
Number of participants with account balances	2016-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	65
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	38
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	48
Number of participants with account balances	2015-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	48
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	54
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	11
Total of all active and inactive participants	2014-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	65
Number of participants with account balances	2014-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	47
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	37
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	11
Total of all active and inactive participants	2013-01-01	48
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	48
Number of participants with account balances	2013-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	54
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	36
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	11
Total of all active and inactive participants	2012-01-01	47
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	47
Number of participants with account balances	2012-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	44
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	54
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	54
Number of participants with account balances	2011-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	53
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	45
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	8
Total of all active and inactive participants	2010-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	53
Number of participants with account balances	2010-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	44
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	9
Total of all active and inactive participants	2009-01-01	53
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	53
Number of participants with account balances	2009-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN

Measure	Date	Value
2018 : FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$66,067
Expenses. Total of all expenses incurred	2018-12-31	$35,907
Benefits paid (including direct rollovers)	2018-12-31	$29,550
Total plan assets at end of year	2018-12-31	$546,275
Total plan assets at beginning of year	2018-12-31	$516,115
Value of fidelity bond covering the plan	2018-12-31	$200,000
Total contributions received or receivable from participants	2018-12-31	$79,421
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-29,659
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$30,160
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$546,275
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$516,115
Assets. Value of participant loans	2018-12-31	$8,588
Total contributions received or receivable from employer(s)	2018-12-31	$16,305
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$6,232
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$125
2017 : FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-31	$0
Total plan liabilities at end of year	2017-12-31	$0
Total plan liabilities at beginning of year	2017-12-31	$0
Total income from all sources	2017-12-31	$146,466
Expenses. Total of all expenses incurred	2017-12-31	$18,831
Benefits paid (including direct rollovers)	2017-12-31	$15,386
Total plan assets at end of year	2017-12-31	$516,115
Total plan assets at beginning of year	2017-12-31	$388,480
Value of fidelity bond covering the plan	2017-12-31	$200,000
Assets. Value of tangible personal property	2017-12-31	$0
Total contributions received or receivable from participants	2017-12-31	$70,615
Assets. Value of loans (other than to participants)	2017-12-31	$0
Expenses. Other expenses not covered elsewhere	2017-12-31	$0
Contributions received from other sources (not participants or employers)	2017-12-31	$0
Other income received	2017-12-31	$61,441
Noncash contributions received	2017-12-31	$0
Net income (gross income less expenses)	2017-12-31	$127,635
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$516,115
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$388,480
Assets. Value of participant loans	2017-12-31	$14,553
Assets. Value of assets in partnership/joint-venture interests	2017-12-31	$0
Assets. Value of real-estate (other than employer real property)	2017-12-31	$0
Assets. Value of employer securities	2017-12-31	$0
Assets. Value of employer real property	2017-12-31	$0
Total contributions received or receivable from employer(s)	2017-12-31	$14,410
Value of certain deemed distributions of participant loans	2017-12-31	$-2,035
Value of corrective distributions	2017-12-31	$5,430
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$50
2016 : FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$95,091
Expenses. Total of all expenses incurred	2016-12-31	$67,814
Benefits paid (including direct rollovers)	2016-12-31	$56,998
Total plan assets at end of year	2016-12-31	$388,480
Total plan assets at beginning of year	2016-12-31	$361,203
Value of fidelity bond covering the plan	2016-12-31	$200,000
Total contributions received or receivable from participants	2016-12-31	$66,517
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$14,631
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$27,277
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$388,480
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$361,203
Assets. Value of participant loans	2016-12-31	$12,401
Total contributions received or receivable from employer(s)	2016-12-31	$13,943
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$10,741
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$75
2015 : FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$96,239
Expenses. Total of all expenses incurred	2015-12-31	$12,507
Benefits paid (including direct rollovers)	2015-12-31	$7,617
Total plan assets at end of year	2015-12-31	$361,203
Total plan assets at beginning of year	2015-12-31	$277,471
Value of fidelity bond covering the plan	2015-12-31	$200,000
Total contributions received or receivable from participants	2015-12-31	$76,744
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$2,199
Other income received	2015-12-31	$559
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$83,732
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$361,203
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$277,471
Assets. Value of participant loans	2015-12-31	$21,915
Total contributions received or receivable from employer(s)	2015-12-31	$16,737
Value of certain deemed distributions of participant loans	2015-12-31	$4,640
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$250
2014 : FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$82,723
Expenses. Total of all expenses incurred	2014-12-31	$154,225
Benefits paid (including direct rollovers)	2014-12-31	$140,345
Total plan assets at end of year	2014-12-31	$277,471
Total plan assets at beginning of year	2014-12-31	$348,973
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$55,600
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$1,383
Other income received	2014-12-31	$13,700
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-71,502
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$277,471
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$348,973
Assets. Value of participant loans	2014-12-31	$33,267
Total contributions received or receivable from employer(s)	2014-12-31	$12,040
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$13,705
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$175
2013 : FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$107,881
Expenses. Total of all expenses incurred	2013-12-31	$25,117
Benefits paid (including direct rollovers)	2013-12-31	$25,042
Total plan assets at end of year	2013-12-31	$348,973
Total plan assets at beginning of year	2013-12-31	$266,209
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$47,606
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$50,575
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$82,764
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$348,973
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$266,209
Assets. Value of participant loans	2013-12-31	$6,224
Total contributions received or receivable from employer(s)	2013-12-31	$9,700
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$75
2012 : FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$83,986
Expenses. Total of all expenses incurred	2012-12-31	$34,850
Benefits paid (including direct rollovers)	2012-12-31	$23,163
Total plan assets at end of year	2012-12-31	$266,209
Total plan assets at beginning of year	2012-12-31	$217,073
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$46,835
Other income received	2012-12-31	$27,465
Net income (gross income less expenses)	2012-12-31	$49,136
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$266,209
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$217,073
Assets. Value of participant loans	2012-12-31	$7,414
Total contributions received or receivable from employer(s)	2012-12-31	$9,686
Value of corrective distributions	2012-12-31	$11,612
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$48,194
Expenses. Total of all expenses incurred	2011-12-31	$11,678
Benefits paid (including direct rollovers)	2011-12-31	$11,603
Total plan assets at end of year	2011-12-31	$217,073
Total plan assets at beginning of year	2011-12-31	$180,557
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$44,361
Other income received	2011-12-31	$-5,427
Net income (gross income less expenses)	2011-12-31	$36,516
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$217,073
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$180,557
Assets. Value of participant loans	2011-12-31	$3,511
Total contributions received or receivable from employer(s)	2011-12-31	$9,260
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$75
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$68,628
Expenses. Total of all expenses incurred	2010-12-31	$9,050
Benefits paid (including direct rollovers)	2010-12-31	$8,900
Total plan assets at end of year	2010-12-31	$180,557
Total plan assets at beginning of year	2010-12-31	$120,979
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$41,800
Other income received	2010-12-31	$18,247
Net income (gross income less expenses)	2010-12-31	$59,578
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$180,557
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$120,979
Assets. Value of participant loans	2010-12-31	$4,941
Total contributions received or receivable from employer(s)	2010-12-31	$8,581
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$150
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN

2018: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K 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: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K 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	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC 401K PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

FORMULA FORD, INC. 401K PLAN [EIN = 030320775]

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Company Name:	FORMULA FORD LINCOLN MERCURY OF RUTLAND COUNTY INC
Employer identification number (EIN):	470929366
NAIC Classification:	441110
NAIC Description:	New Car Dealers

Plan id#	Filing Submission Date	Name of Administrator
001	2019-01-01
001	2018-01-01
001	2017-01-01	MARIE ROCK
001	2017-01-01	MARIE ROCK
001	2016-01-01	MARIE ROCK
001	2015-01-01	MARIE ROCK
001	2014-01-01	MARIE ROCK
001	2013-01-01	MARIE ROCK
001	2012-01-01	MARIE ROCK
001	2011-01-01	TIMOTHY MCBAIN
001	2010-01-01	TIMOTHY MCBAIN
001	2009-01-01	TIMOTHY MCBAIN