Logo

NELSON AUTOMOTIVE GROUP 401(K) PLAN 401k Plan overview

Plan NameNELSON AUTOMOTIVE GROUP 401(K) PLAN
Plan identification number 001

NELSON 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NELSON AUTOMOTIVE GROUP has sponsored the creation of one or more 401k plans.

Company Name:NELSON AUTOMOTIVE GROUP
Employer identification number (EIN):540989898
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TERRY PAGE
0012016-01-01TERRY PAGE
0012015-01-01TERRY PAGE
0012014-01-01TERRY PAGE TERRY PAGE2015-10-14
0012013-01-01TERRY PAGE TERRY PAGE2014-10-15
0012012-01-01TERRY PAGE
0012011-01-01TERRY PAGE2012-10-12
0012010-01-01TERRY PAGE2011-10-17
0012009-01-01TERRY PAGE

Plan Statistics for NELSON AUTOMOTIVE GROUP 401(K) PLAN

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

Measure Date Value
2023: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01125
Total number of active participants reported on line 7a of the Form 55002023-01-01100
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0155
Total of all active and inactive participants2023-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01155
Number of participants with account balances2023-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01135
Total number of active participants reported on line 7a of the Form 55002022-01-0172
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0152
Total of all active and inactive participants2022-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01124
Number of participants with account balances2022-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01143
Total number of active participants reported on line 7a of the Form 55002021-01-0179
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0156
Total of all active and inactive participants2021-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01135
Number of participants with account balances2021-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01150
Total number of active participants reported on line 7a of the Form 55002020-01-0193
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0150
Total of all active and inactive participants2020-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01143
Number of participants with account balances2020-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01133
Total number of active participants reported on line 7a of the Form 55002019-01-01106
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0143
Total of all active and inactive participants2019-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01149
Number of participants with account balances2019-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01131
Total number of active participants reported on line 7a of the Form 55002018-01-0183
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01128
Number of participants with account balances2018-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01136
Total number of active participants reported on line 7a of the Form 55002017-01-0186
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0144
Total of all active and inactive participants2017-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01130
Number of participants with account balances2017-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01144
Total number of active participants reported on line 7a of the Form 55002016-01-0197
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0138
Total of all active and inactive participants2016-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01135
Number of participants with account balances2016-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01143
Total number of active participants reported on line 7a of the Form 55002015-01-01111
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01142
Number of participants with account balances2015-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01145
Total number of active participants reported on line 7a of the Form 55002014-01-01115
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01143
Number of participants with account balances2014-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01149
Total number of active participants reported on line 7a of the Form 55002013-01-01114
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0131
Total of all active and inactive participants2013-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01145
Number of participants with account balances2013-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01146
Total number of active participants reported on line 7a of the Form 55002012-01-01114
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0131
Total of all active and inactive participants2012-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01145
Number of participants with account balances2012-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2009: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01148
Total number of active participants reported on line 7a of the Form 55002009-01-0154
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0133
Total of all active and inactive participants2009-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0187
Number of participants with account balances2009-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on NELSON AUTOMOTIVE GROUP 401(K) PLAN

Measure Date Value
2023 : NELSON AUTOMOTIVE GROUP 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
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$703,274
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$6,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$208,816
Value of total assets at end of year2023-12-31$4,288,326
Value of total assets at beginning of year2023-12-31$3,591,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$2,158
Total interest from all sources2023-12-31$9,834
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$98,911
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$98,911
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$250,000
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$208,816
Participant contributions at end of year2023-12-31$197,265
Participant contributions at beginning of year2023-12-31$174,816
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$2,108
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$697,108
Value of net assets at end of year (total assets less liabilities)2023-12-31$4,288,326
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,591,218
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$4,091,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$3,414,294
Interest on participant loans2023-12-31$9,834
Income. Interest from loans (other than to participants)2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$385,713
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,008
Contract administrator fees2023-12-31$2,158
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 name2023-12-31FOTI, FLYNN, LOWEN & CO
Accountancy firm EIN2023-12-31208087076
2022 : NELSON AUTOMOTIVE GROUP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-339,611
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$52,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$50,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$253,197
Value of total assets at end of year2022-12-31$3,591,218
Value of total assets at beginning of year2022-12-31$3,983,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,719
Total interest from all sources2022-12-31$5,430
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$61,779
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$61,779
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$250,000
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$253,197
Participant contributions at end of year2022-12-31$174,816
Participant contributions at beginning of year2022-12-31$172,047
Participant contributions at end of year2022-12-31$2,108
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-392,381
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,591,218
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,983,599
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,414,294
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,788,885
Interest on participant loans2022-12-31$5,430
Income. Interest from loans (other than to participants)2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$22,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$22,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-660,017
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$50,051
Contract administrator fees2022-12-31$2,719
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 name2022-12-31FOTI, FLYNN, LOWEN & CO
Accountancy firm EIN2022-12-31208087076
2021 : NELSON AUTOMOTIVE GROUP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$770,712
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$148,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$142,688
Value of total corrective distributions2021-12-31$4,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$354,330
Value of total assets at end of year2021-12-31$3,983,599
Value of total assets at beginning of year2021-12-31$3,361,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,575
Total interest from all sources2021-12-31$4,984
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$63,014
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$63,014
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$250,000
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$335,092
Participant contributions at end of year2021-12-31$172,047
Participant contributions at beginning of year2021-12-31$94,589
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$2,816
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$19,238
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$622,374
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,983,599
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,361,225
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,788,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,263,816
Interest on participant loans2021-12-31$4,984
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$22,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$348,384
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$142,688
Contract administrator fees2021-12-31$1,575
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 name2021-12-31FOTI, FLYNN, LOWEN & CO
Accountancy firm EIN2021-12-31208087076
2020 : NELSON AUTOMOTIVE GROUP 401(K) 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$581,643
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$20,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,265
Value of total corrective distributions2020-12-31$10,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$312,002
Value of total assets at end of year2020-12-31$3,361,225
Value of total assets at beginning of year2020-12-31$2,800,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$975
Total interest from all sources2020-12-31$3,070
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$45,727
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$45,727
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$250,000
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$273,576
Participant contributions at end of year2020-12-31$94,589
Participant contributions at beginning of year2020-12-31$58,359
Participant contributions at end of year2020-12-31$2,816
Participant contributions at beginning of year2020-12-31$2,940
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$38,426
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$561,029
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,361,225
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,800,196
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,263,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,738,893
Interest on participant loans2020-12-31$3,070
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$220,844
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,265
Contract administrator fees2020-12-31$975
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 name2020-12-31FOTI, FLYNN, LOWEN & CO
Accountancy firm EIN2020-12-31208087076
2019 : NELSON AUTOMOTIVE GROUP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$738,900
Total income from all sources (including contributions)2019-12-31$738,900
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$121,343
Total of all expenses incurred2019-12-31$121,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$119,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$119,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$264,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$264,671
Value of total assets at end of year2019-12-31$2,800,196
Value of total assets at beginning of year2019-12-31$2,182,639
Value of total assets at beginning of year2019-12-31$2,182,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,425
Total interest from all sources2019-12-31$2,970
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$62,320
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$62,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$62,320
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$62,320
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$250,000
Value of fidelity bond cover2019-12-31$250,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$233,776
Contributions received from participants2019-12-31$233,776
Participant contributions at end of year2019-12-31$58,359
Participant contributions at end of year2019-12-31$58,359
Participant contributions at beginning of year2019-12-31$70,757
Participant contributions at beginning of year2019-12-31$70,757
Participant contributions at end of year2019-12-31$2,940
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$30,895
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
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$617,557
Value of net income/loss2019-12-31$617,557
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,800,196
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,800,196
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,182,639
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,182,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,738,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,105,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,105,754
Interest on participant loans2019-12-31$2,970
Interest on participant loans2019-12-31$2,970
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,128
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,128
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$408,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$408,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$119,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$119,918
Contract administrator fees2019-12-31$1,425
Contract administrator fees2019-12-31$1,425
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FOTI, FLYNN, LOWEN & CO
Accountancy firm name2019-12-31FOTI, FLYNN, LOWEN & CO
Accountancy firm EIN2019-12-31208087076
Accountancy firm EIN2019-12-31208087076
2018 : NELSON AUTOMOTIVE GROUP 401(K) 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$258,813
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$14,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$13,333
Value of total corrective distributions2018-12-31$456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$401,269
Value of total assets at end of year2018-12-31$2,182,639
Value of total assets at beginning of year2018-12-31$1,938,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,185
Total interest from all sources2018-12-31$2,940
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$42,549
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$42,549
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$250,000
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$218,041
Participant contributions at end of year2018-12-31$70,757
Participant contributions at beginning of year2018-12-31$43,990
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$2,311
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$183,228
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$243,839
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,182,639
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,938,800
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,105,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,892,495
Interest on participant loans2018-12-31$2,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$6,128
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$4
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-187,945
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$13,333
Contract administrator fees2018-12-31$1,185
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 name2018-12-31FOTI, FLYNN, LOWEN & CO
Accountancy firm EIN2018-12-31208087076
2017 : NELSON AUTOMOTIVE GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$531,833
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$57,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$56,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$278,034
Value of total assets at end of year2017-12-31$1,938,800
Value of total assets at beginning of year2017-12-31$1,464,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,425
Total interest from all sources2017-12-31$1,683
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$28,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$28,658
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$226,695
Participant contributions at end of year2017-12-31$43,990
Participant contributions at beginning of year2017-12-31$63,653
Participant contributions at end of year2017-12-31$2,311
Participant contributions at beginning of year2017-12-31$1,995
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$51,339
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$474,235
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,938,800
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,464,565
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,892,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,398,913
Interest on participant loans2017-12-31$1,683
Income. Interest from loans (other than to participants)2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$4
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$223,458
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$56,173
Contract administrator fees2017-12-31$1,425
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 name2017-12-31FOTI, FLYNN, LOWEN & CO
Accountancy firm EIN2017-12-31208087076
2016 : NELSON AUTOMOTIVE GROUP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$231,104
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$45,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$44,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$174,475
Value of total assets at end of year2016-12-31$1,464,565
Value of total assets at beginning of year2016-12-31$1,278,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$870
Total interest from all sources2016-12-31$2,193
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$27,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$27,664
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$168,083
Participant contributions at end of year2016-12-31$63,653
Participant contributions at beginning of year2016-12-31$88,706
Participant contributions at end of year2016-12-31$1,995
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,392
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$185,861
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,464,565
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,278,704
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,398,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,183,322
Interest on participant loans2016-12-31$2,189
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$6,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$4
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$26,768
Net investment gain or loss from common/collective trusts2016-12-31$4
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$44,373
Contract administrator fees2016-12-31$870
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 name2016-12-31FOTI, FLYNN, LOWEN & CO
Accountancy firm EIN2016-12-31208087076
2015 : NELSON AUTOMOTIVE GROUP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$33,980
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$45,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$41,691
Value of total corrective distributions2015-12-31$2,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$50,243
Value of total assets at end of year2015-12-31$1,278,704
Value of total assets at beginning of year2015-12-31$1,289,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$885
Total interest from all sources2015-12-31$2,612
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$13,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$13,459
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$50,243
Participant contributions at end of year2015-12-31$88,706
Participant contributions at beginning of year2015-12-31$57,660
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-11,089
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,278,704
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,289,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,183,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,226,317
Interest on participant loans2015-12-31$2,612
Value of interest in common/collective trusts at end of year2015-12-31$6,676
Value of interest in common/collective trusts at beginning of year2015-12-31$5,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-32,405
Net investment gain or loss from common/collective trusts2015-12-31$71
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$41,691
Contract administrator fees2015-12-31$885
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31FOTI, FLYNN, LOWEN & CO
Accountancy firm EIN2015-12-31208087076
2014 : NELSON AUTOMOTIVE GROUP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$107,460
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$27,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$27,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$51,626
Value of total assets at end of year2014-12-31$1,289,793
Value of total assets at beginning of year2014-12-31$1,210,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$555
Total interest from all sources2014-12-31$2,126
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$18,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$18,719
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$51,626
Participant contributions at end of year2014-12-31$57,660
Participant contributions at beginning of year2014-12-31$78,322
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$79,743
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,289,793
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,210,050
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,226,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,127,066
Interest on participant loans2014-12-31$2,126
Value of interest in common/collective trusts at end of year2014-12-31$5,816
Value of interest in common/collective trusts at beginning of year2014-12-31$4,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$34,949
Net investment gain or loss from common/collective trusts2014-12-31$40
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$27,162
Contract administrator fees2014-12-31$555
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31FOTI, FLYNN, LOWEN & CO
Accountancy firm EIN2014-12-31208087076
2013 : NELSON AUTOMOTIVE GROUP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$219,930
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$17,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$17,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$41,915
Value of total assets at end of year2013-12-31$1,210,050
Value of total assets at beginning of year2013-12-31$1,007,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$555
Total interest from all sources2013-12-31$2,431
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$10,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$10,951
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$41,915
Participant contributions at end of year2013-12-31$78,322
Participant contributions at beginning of year2013-12-31$61,144
Participant contributions at end of year2013-12-31$333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$202,233
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,210,050
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,007,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,127,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$942,713
Interest on participant loans2013-12-31$2,431
Value of interest in common/collective trusts at end of year2013-12-31$4,329
Value of interest in common/collective trusts at beginning of year2013-12-31$3,144
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$164,604
Net investment gain or loss from common/collective trusts2013-12-31$29
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$17,142
Contract administrator fees2013-12-31$555
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FOTI, FLYNN, LOWEN & CO
Accountancy firm EIN2013-12-31541212111
2012 : NELSON AUTOMOTIVE GROUP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$149,076
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$52,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$39,291
Value of total corrective distributions2012-12-31$12,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$44,709
Value of total assets at end of year2012-12-31$1,007,817
Value of total assets at beginning of year2012-12-31$910,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$525
Total interest from all sources2012-12-31$2,937
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$9,099
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$9,099
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$44,709
Participant contributions at end of year2012-12-31$61,144
Participant contributions at beginning of year2012-12-31$82,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$97,009
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,007,817
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$910,808
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$942,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$825,740
Interest on participant loans2012-12-31$2,937
Value of interest in common/collective trusts at end of year2012-12-31$3,144
Value of interest in common/collective trusts at beginning of year2012-12-31$2,304
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$92,299
Net investment gain or loss from common/collective trusts2012-12-31$32
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$39,291
Contract administrator fees2012-12-31$525
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FOTI, FLYNN, LOWEN AND CO
Accountancy firm EIN2012-12-31541212111
2009 : NELSON AUTOMOTIVE GROUP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NELSON AUTOMOTIVE GROUP 401(K) PLAN

2023: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedYes
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: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle 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: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle 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
2015: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2009: NELSON AUTOMOTIVE GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1