Logo

SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 401k Plan overview

Plan NameSHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST
Plan identification number 001

SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

SHELOR MOTOR MILE INC. has sponsored the creation of one or more 401k plans.

Company Name:SHELOR MOTOR MILE INC.
Employer identification number (EIN):542034939
NAIC Classification:423100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01RHONDA HUFF
0012023-01-01
0012023-01-01RHONDA HUFF
0012023-01-01RHONDA HUFF
0012022-01-01
0012022-01-01RHONDA HUFF
0012021-01-01
0012021-01-01RHONDA HUFF
0012020-01-01
0012019-01-01
0012017-01-01RHONDA HUFF
0012016-01-01RHONDA HUFF
0012015-01-01BECKY HYLTON
0012014-01-01BECKY SHAVER
0012013-01-01BECKY SHAVER
0012012-01-01BECKY SHAVER
0012011-01-01BECKY SHAVER
0012009-01-01BECKY SHAVER BECKY SHAVER2010-10-14
0012009-01-01BECKY SHAVER BECKY SHAVER2011-10-17

Plan Statistics for SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST

401k plan membership statisitcs for SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST

Measure Date Value
2023: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01598
Total number of active participants reported on line 7a of the Form 55002023-01-01382
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01177
Total of all active and inactive participants2023-01-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01559
Number of participants with account balances2023-01-01502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01571
Total number of active participants reported on line 7a of the Form 55002022-01-01433
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01159
Total of all active and inactive participants2022-01-01592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01592
Number of participants with account balances2022-01-01525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01573
Total number of active participants reported on line 7a of the Form 55002021-01-01413
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01143
Total of all active and inactive participants2021-01-01556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01556
Number of participants with account balances2021-01-01496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01642
Total number of active participants reported on line 7a of the Form 55002020-01-01432
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01140
Total of all active and inactive participants2020-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01572
Number of participants with account balances2020-01-01501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01564
Total number of active participants reported on line 7a of the Form 55002019-01-01519
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01117
Total of all active and inactive participants2019-01-01636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01636
Number of participants with account balances2019-01-01534
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01595
Total number of active participants reported on line 7a of the Form 55002017-01-01509
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0185
Total of all active and inactive participants2017-01-01594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01594
Number of participants with account balances2017-01-01453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01489
Total number of active participants reported on line 7a of the Form 55002016-01-01454
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0178
Total of all active and inactive participants2016-01-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01536
Number of participants with account balances2016-01-01414
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01376
Total number of active participants reported on line 7a of the Form 55002015-01-01415
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0174
Total of all active and inactive participants2015-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01489
Number of participants with account balances2015-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0144
2014: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01337
Total number of active participants reported on line 7a of the Form 55002014-01-01335
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01376
Number of participants with account balances2014-01-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0145
2013: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01343
Total number of active participants reported on line 7a of the Form 55002013-01-01310
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01337
Number of participants with account balances2013-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0133
2012: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01594
Total number of active participants reported on line 7a of the Form 55002012-01-01304
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0139
Total of all active and inactive participants2012-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01343
Number of participants with account balances2012-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0121
2011: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01535
Total number of active participants reported on line 7a of the Form 55002011-01-01580
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01594
Number of participants with account balances2011-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01590
Total number of active participants reported on line 7a of the Form 55002009-01-01516
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-01539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01539
Number of participants with account balances2009-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST

Measure Date Value
2023 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$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$4,212,749
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$632,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$518,847
Expenses. Certain deemed distributions of participant loans2023-12-31$12,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,471,016
Value of total assets at end of year2023-12-31$18,939,162
Value of total assets at beginning of year2023-12-31$15,358,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$101,129
Total interest from all sources2023-12-31$23,851
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$443,372
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$443,372
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,471,016
Participant contributions at end of year2023-12-31$445,606
Participant contributions at beginning of year2023-12-31$463,796
Assets. Other investments not covered elsewhere at end of year2023-12-31$979,108
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$738,506
Other income not declared elsewhere2023-12-31$257,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,580,324
Value of net assets at end of year (total assets less liabilities)2023-12-31$18,939,162
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$15,358,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$38,228
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$16,837,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$13,414,081
Interest on participant loans2023-12-31$23,851
Value of interest in common/collective trusts at end of year2023-12-31$676,993
Value of interest in common/collective trusts at beginning of year2023-12-31$742,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,997,007
Net investment gain or loss from common/collective trusts2023-12-31$19,949
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$518,847
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 name2023-12-31BROWN EDWARDS & COMPANY L.L.P
Accountancy firm EIN2023-12-31540504608
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total transfer of assets to this plan2023-01-01$0
Total transfer of assets from this plan2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$4,212,749
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$632,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$518,847
Expenses. Certain deemed distributions of participant loans2023-01-01$12,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,471,016
Value of total assets at end of year2023-01-01$18,939,162
Value of total assets at beginning of year2023-01-01$15,358,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$101,129
Total interest from all sources2023-01-01$23,851
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$443,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$443,372
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$1,471,016
Participant contributions at end of year2023-01-01$445,606
Participant contributions at beginning of year2023-01-01$463,796
Assets. Other investments not covered elsewhere at end of year2023-01-01$979,108
Assets. Other investments not covered elsewhere at beginning of year2023-01-01$738,506
Other income not declared elsewhere2023-01-01$257,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$3,580,324
Value of net assets at end of year (total assets less liabilities)2023-01-01$18,939,162
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$15,358,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$38,228
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$16,837,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$13,414,081
Interest on participant loans2023-01-01$23,851
Value of interest in common/collective trusts at end of year2023-01-01$676,993
Value of interest in common/collective trusts at beginning of year2023-01-01$742,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,997,007
Net investment gain or loss from common/collective trusts2023-01-01$19,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$518,847
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BROWN EDWARDS & COMPANY L.L.P
Accountancy firm EIN2023-01-01540504608
2022 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-1,129,172
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$521,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$424,574
Expenses. Certain deemed distributions of participant loans2022-12-31$827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,422,541
Value of total assets at end of year2022-12-31$15,358,838
Value of total assets at beginning of year2022-12-31$17,009,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$95,902
Total interest from all sources2022-12-31$19,008
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$491,381
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$491,381
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,422,541
Participant contributions at end of year2022-12-31$463,796
Participant contributions at beginning of year2022-12-31$390,242
Assets. Other investments not covered elsewhere at end of year2022-12-31$738,506
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$627,543
Other income not declared elsewhere2022-12-31$-43,631
Administrative expenses (other) incurred2022-12-31$95,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,650,475
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,358,838
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,009,313
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$13,414,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,244,566
Interest on participant loans2022-12-31$19,008
Value of interest in common/collective trusts at end of year2022-12-31$742,455
Value of interest in common/collective trusts at beginning of year2022-12-31$746,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,033,250
Net investment gain or loss from common/collective trusts2022-12-31$14,779
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$424,574
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 name2022-12-31BROWN EDWARDS & COMPANY L.L.P
Accountancy firm EIN2022-12-31540504608
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets to this plan2022-01-01$0
Total transfer of assets from this plan2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-1,129,172
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$521,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$424,574
Expenses. Certain deemed distributions of participant loans2022-01-01$827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,422,541
Value of total assets at end of year2022-01-01$15,358,838
Value of total assets at beginning of year2022-01-01$17,009,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$95,902
Total interest from all sources2022-01-01$19,008
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$491,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$491,381
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$1,422,541
Participant contributions at end of year2022-01-01$463,796
Participant contributions at beginning of year2022-01-01$390,242
Assets. Other investments not covered elsewhere at end of year2022-01-01$738,506
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$627,543
Other income not declared elsewhere2022-01-01$-43,631
Administrative expenses (other) incurred2022-01-01$95,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-1,650,475
Value of net assets at end of year (total assets less liabilities)2022-01-01$15,358,838
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$17,009,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$13,414,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$15,244,566
Interest on participant loans2022-01-01$19,008
Value of interest in common/collective trusts at end of year2022-01-01$742,455
Value of interest in common/collective trusts at beginning of year2022-01-01$746,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-3,033,250
Net investment gain or loss from common/collective trusts2022-01-01$14,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$424,574
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BROWN EDWARDS & COMPANY L.L.P
Accountancy firm EIN2022-01-01540504608
2021 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$3,467,684
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,248,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,166,908
Expenses. Certain deemed distributions of participant loans2021-12-31$6,133
Value of total corrective distributions2021-12-31$374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,426,819
Value of total assets at end of year2021-12-31$17,009,313
Value of total assets at beginning of year2021-12-31$14,789,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$74,926
Total interest from all sources2021-12-31$17,860
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$396,394
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$396,394
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,426,819
Participant contributions at end of year2021-12-31$390,242
Participant contributions at beginning of year2021-12-31$349,943
Assets. Other investments not covered elsewhere at end of year2021-12-31$627,543
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$758,866
Other income not declared elsewhere2021-12-31$213,659
Administrative expenses (other) incurred2021-12-31$74,926
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$2,219,343
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,009,313
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,789,970
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$15,244,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,929,359
Interest on participant loans2021-12-31$17,860
Value of interest in common/collective trusts at end of year2021-12-31$746,962
Value of interest in common/collective trusts at beginning of year2021-12-31$751,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,401,722
Net investment gain or loss from common/collective trusts2021-12-31$11,230
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$1,166,908
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 name2021-12-31BROWN EDWARDS & COMPANY L.L.P
Accountancy firm EIN2021-12-31540504608
2020 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$2,733,247
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$434,016
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$374,607
Expenses. Certain deemed distributions of participant loans2020-12-31$5,267
Value of total corrective distributions2020-12-31$905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,151,148
Value of total assets at end of year2020-12-31$14,789,970
Value of total assets at beginning of year2020-12-31$12,490,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$53,237
Total interest from all sources2020-12-31$16,684
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$529,435
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$529,435
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$1,145,407
Participant contributions at end of year2020-12-31$349,943
Participant contributions at beginning of year2020-12-31$297,513
Assets. Other investments not covered elsewhere at end of year2020-12-31$758,866
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$761,404
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$5,741
Other income not declared elsewhere2020-12-31$31,543
Administrative expenses (other) incurred2020-12-31$53,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,299,231
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,789,970
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,490,739
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$12,929,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,833,483
Interest on participant loans2020-12-31$16,684
Value of interest in common/collective trusts at end of year2020-12-31$751,802
Value of interest in common/collective trusts at beginning of year2020-12-31$598,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$991,701
Net investment gain or loss from common/collective trusts2020-12-31$12,736
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$374,607
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 name2020-12-31BROWN, EDWARDS & COMPANY, L.L.P
Accountancy firm EIN2020-12-31540504608
2019 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,118,800
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$357,504
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$318,574
Expenses. Certain deemed distributions of participant loans2019-12-31$482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,029,555
Value of total assets at end of year2019-12-31$12,490,739
Value of total assets at beginning of year2019-12-31$9,729,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,448
Total interest from all sources2019-12-31$15,391
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,067,995
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$1,067,995
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$999,078
Participant contributions at end of year2019-12-31$297,513
Participant contributions at beginning of year2019-12-31$306,633
Assets. Other investments not covered elsewhere at end of year2019-12-31$761,404
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$556,837
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$30,477
Other income not declared elsewhere2019-12-31$238,903
Administrative expenses (other) incurred2019-12-31$38,448
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$2,761,296
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,490,739
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,729,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,833,483
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,222,241
Interest on participant loans2019-12-31$15,391
Value of interest in common/collective trusts at end of year2019-12-31$598,339
Value of interest in common/collective trusts at beginning of year2019-12-31$643,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$753,773
Net investment gain or loss from common/collective trusts2019-12-31$13,183
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
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$318,574
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BROWN, EDWARDS & COMPANY, L.L.P
Accountancy firm EIN2019-12-31540504608
2018 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$252,689
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$567,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$555,058
Expenses. Certain deemed distributions of participant loans2018-12-31$3,210
Value of total corrective distributions2018-12-31$2,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$845,196
Value of total assets at end of year2018-12-31$9,729,443
Value of total assets at beginning of year2018-12-31$10,044,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,638
Total interest from all sources2018-12-31$14,732
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$447,052
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$447,052
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$828,540
Participant contributions at end of year2018-12-31$306,633
Participant contributions at beginning of year2018-12-31$274,715
Assets. Other investments not covered elsewhere at end of year2018-12-31$556,837
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$880,971
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$16,656
Other income not declared elsewhere2018-12-31$-2,160
Administrative expenses (other) incurred2018-12-31$6,638
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-314,564
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,729,443
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,044,007
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$8,222,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,233,735
Interest on participant loans2018-12-31$14,732
Value of interest in common/collective trusts at end of year2018-12-31$643,732
Value of interest in common/collective trusts at beginning of year2018-12-31$654,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,064,522
Net investment gain or loss from common/collective trusts2018-12-31$12,391
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$555,058
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BROWN, EDWARDS & COMPANY, L.L.P
Accountancy firm EIN2018-12-31540504608
2017 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$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$2,003,399
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$602,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$579,848
Expenses. Certain deemed distributions of participant loans2017-12-31$14,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$778,481
Value of total assets at end of year2017-12-31$10,044,007
Value of total assets at beginning of year2017-12-31$8,642,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,096
Total interest from all sources2017-12-31$13,459
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$267,415
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$267,415
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$778,481
Participant contributions at end of year2017-12-31$274,715
Participant contributions at beginning of year2017-12-31$341,317
Assets. Other investments not covered elsewhere at end of year2017-12-31$880,971
Other income not declared elsewhere2017-12-31$75,423
Administrative expenses (other) incurred2017-12-31$8,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,401,194
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,044,007
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,642,813
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$8,233,735
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,301,496
Interest on participant loans2017-12-31$13,459
Value of interest in common/collective trusts at end of year2017-12-31$654,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$858,002
Net investment gain or loss from common/collective trusts2017-12-31$10,619
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$579,848
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BROWN, EDWARDS & COMPANY, L.L.P
Accountancy firm EIN2017-12-31540504608
2016 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$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
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,121,562
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$444,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$399,758
Expenses. Certain deemed distributions of participant loans2016-12-31$767
Value of total corrective distributions2016-12-31$24,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$626,061
Value of total assets at end of year2016-12-31$8,653,256
Value of total assets at beginning of year2016-12-31$7,975,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$18,970
Total interest from all sources2016-12-31$13,998
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$168,543
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$168,543
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
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$622,300
Participant contributions at end of year2016-12-31$351,760
Participant contributions at beginning of year2016-12-31$320,042
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$875,339
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,761
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$18,970
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$100
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$677,485
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,653,256
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,975,771
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,301,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,164,869
Interest on participant loans2016-12-31$13,998
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$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$615,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$305,201
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$7,759
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$399,758
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BROWN EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN2016-12-31540504608
2015 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$875,905
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$219,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$199,656
Expenses. Certain deemed distributions of participant loans2015-12-31$4,209
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$717,992
Value of total assets at end of year2015-12-31$7,975,771
Value of total assets at beginning of year2015-12-31$7,319,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,754
Total interest from all sources2015-12-31$12,528
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$251,431
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$251,431
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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$717,992
Participant contributions at end of year2015-12-31$320,042
Participant contributions at beginning of year2015-12-31$288,689
Assets. Other investments not covered elsewhere at end of year2015-12-31$875,339
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$759,290
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$101,295
Administrative expenses (other) incurred2015-12-31$15,754
Total non interest bearing cash at end of year2015-12-31$100
Total non interest bearing cash at beginning of year2015-12-31$50
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$656,286
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,975,771
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,319,485
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,164,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,682,338
Interest on participant loans2015-12-31$12,528
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$615,421
Value of interest in common/collective trusts at beginning of year2015-12-31$589,118
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-214,636
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$7,295
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$199,656
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
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 name2015-12-31BROWN, EDWARDS & COMPANY,L.L.P.
Accountancy firm EIN2015-12-31540504608
2014 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$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
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$806,650
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$417,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$395,099
Expenses. Certain deemed distributions of participant loans2014-12-31$9,480
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$436,625
Value of total assets at end of year2014-12-31$7,319,485
Value of total assets at beginning of year2014-12-31$6,930,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$13,139
Total interest from all sources2014-12-31$10,846
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$253,591
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$253,591
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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$436,625
Participant contributions at end of year2014-12-31$288,689
Participant contributions at beginning of year2014-12-31$256,037
Assets. Other investments not covered elsewhere at end of year2014-12-31$759,290
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$790,246
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$47,104
Administrative expenses (other) incurred2014-12-31$13,139
Total non interest bearing cash at end of year2014-12-31$50
Total non interest bearing cash at beginning of year2014-12-31$150
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$388,932
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,319,485
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,930,553
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,682,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,222,043
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$10,846
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$589,118
Value of interest in common/collective trusts at beginning of year2014-12-31$662,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$53,011
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$5,473
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$395,099
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
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 name2014-12-31BROWN, EDWARDS & COMPANY, L.L.P.
Accountancy firm EIN2014-12-31540504608
2013 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$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
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,447,622
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$615,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$563,595
Expenses. Certain deemed distributions of participant loans2013-12-31$38,724
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$420,527
Value of total assets at end of year2013-12-31$6,930,553
Value of total assets at beginning of year2013-12-31$6,098,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,786
Total interest from all sources2013-12-31$10,913
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$182,534
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$182,534
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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$420,527
Participant contributions at end of year2013-12-31$256,037
Participant contributions at beginning of year2013-12-31$295,209
Assets. Other investments not covered elsewhere at end of year2013-12-31$790,246
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$612,611
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$163,315
Administrative expenses (other) incurred2013-12-31$12,786
Total non interest bearing cash at end of year2013-12-31$150
Total non interest bearing cash at beginning of year2013-12-31$150
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$832,517
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,930,553
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,098,036
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,222,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,566,694
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$10,913
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$662,077
Value of interest in common/collective trusts at beginning of year2013-12-31$623,372
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$663,796
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$6,537
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$563,595
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
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 name2013-12-31HODGES, JONES & MABRY, P.C.
Accountancy firm EIN2013-12-31541458296
2012 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$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
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$978,791
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$195,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$170,636
Expenses. Certain deemed distributions of participant loans2012-12-31$7,333
Value of total corrective distributions2012-12-31$7,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$393,262
Value of total assets at end of year2012-12-31$6,098,036
Value of total assets at beginning of year2012-12-31$5,314,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,740
Total interest from all sources2012-12-31$12,607
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$125,603
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$125,603
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$393,262
Participant contributions at end of year2012-12-31$295,209
Participant contributions at beginning of year2012-12-31$333,204
Assets. Other investments not covered elsewhere at end of year2012-12-31$612,611
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$669,440
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$10,801
Administrative expenses (other) incurred2012-12-31$9,740
Total non interest bearing cash at end of year2012-12-31$150
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$783,260
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,098,036
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,314,776
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
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,566,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,271,186
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$12,607
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$623,372
Value of interest in common/collective trusts at beginning of year2012-12-31$1,040,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$381,266
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$55,252
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
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$0
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$170,636
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
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 name2012-12-31HODGES, JONES & MABRY, P.C.
Accountancy firm EIN2012-12-31541458296
2011 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$127,791
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$406,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$375,666
Expenses. Certain deemed distributions of participant loans2011-12-31$25,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$269,681
Value of total assets at end of year2011-12-31$5,314,776
Value of total assets at beginning of year2011-12-31$5,593,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,886
Total interest from all sources2011-12-31$16,270
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$92,275
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$92,275
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$269,078
Participant contributions at end of year2011-12-31$333,204
Participant contributions at beginning of year2011-12-31$346,783
Assets. Other investments not covered elsewhere at end of year2011-12-31$669,440
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$2,254,465
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$603
Other income not declared elsewhere2011-12-31$-38,839
Administrative expenses (other) incurred2011-12-31$5,886
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-279,172
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,314,776
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,593,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,271,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,775,073
Interest on participant loans2011-12-31$16,270
Value of interest in common/collective trusts at end of year2011-12-31$1,040,946
Value of interest in common/collective trusts at beginning of year2011-12-31$217,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$59
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$59
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-224,109
Net investment gain or loss from common/collective trusts2011-12-31$12,513
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$375,666
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HODGES, JONES & MABRY, P.C.
Accountancy firm EIN2011-12-31541458296
2010 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$746,399
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$402,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$373,536
Expenses. Certain deemed distributions of participant loans2010-12-31$25,841
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$214,733
Value of total assets at end of year2010-12-31$5,593,948
Value of total assets at beginning of year2010-12-31$5,250,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,095
Total interest from all sources2010-12-31$17,391
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$81,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$81,077
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$214,733
Participant contributions at end of year2010-12-31$346,783
Participant contributions at beginning of year2010-12-31$302,118
Participant contributions at beginning of year2010-12-31$11,092
Assets. Other investments not covered elsewhere at end of year2010-12-31$2,254,465
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,246,714
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$159,239
Administrative expenses (other) incurred2010-12-31$3,095
Total non interest bearing cash at end of year2010-12-31$100
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$343,927
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,593,948
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,250,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,775,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,509,149
Value of interest in pooled separate accounts at end of year2010-12-31$0
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$17,391
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$217,468
Value of interest in common/collective trusts at beginning of year2010-12-31$180,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$59
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$125
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$125
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$257,761
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$16,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$373,536
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HODGES, JONES & MABRY, P.C.
Accountancy firm EIN2010-12-31541458296
2009 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 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 SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST

2023: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 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: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 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: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 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: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 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: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 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
2017: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 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: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 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: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 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: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 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: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 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: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 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
2011: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 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

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
US 401k Lookup     VAT Lookup