JOE HOLLAND CHEVROLET, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN
401k plan membership statisitcs for JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN
Measure | Date | Value |
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2013 : JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN 2013 401k financial data |
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Total transfer of assets from this plan | 2013-12-31 | $2,533,339 |
Total income from all sources (including contributions) | 2013-12-31 | $1,352,953 |
Total of all expenses incurred | 2013-12-31 | $250,221 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $238,156 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $363,766 |
Value of total assets at end of year | 2013-12-31 | $3,274,039 |
Value of total assets at beginning of year | 2013-12-31 | $4,704,646 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $12,065 |
Total interest from all sources | 2013-12-31 | $10,430 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $279,602 |
Participant contributions at end of year | 2013-12-31 | $159,669 |
Participant contributions at beginning of year | 2013-12-31 | $259,926 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $84,008 |
Other income not declared elsewhere | 2013-12-31 | $23,847 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,102,732 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,274,039 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,704,646 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $12,065 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $2,304,129 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $3,525,531 |
Interest on participant loans | 2013-12-31 | $10,430 |
Income. Interest from loans (other than to participants) | 2013-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $810,241 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $835,181 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $954,910 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $84,164 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $238,156 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | HAYFLICH GRIGORACI PLLC |
Accountancy firm EIN | 2013-12-31 | 455620002 |
2012 : JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN 2012 401k financial data |
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Total income from all sources (including contributions) | 2012-12-31 | $859,085 |
Total of all expenses incurred | 2012-12-31 | $86,775 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $74,555 |
Value of total corrective distributions | 2012-12-31 | $7,445 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $365,432 |
Value of total assets at end of year | 2012-12-31 | $4,704,646 |
Value of total assets at beginning of year | 2012-12-31 | $3,932,336 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $4,775 |
Total interest from all sources | 2012-12-31 | $10,640 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $280,708 |
Participant contributions at end of year | 2012-12-31 | $259,926 |
Participant contributions at beginning of year | 2012-12-31 | $264,751 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $84,008 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $81,561 |
Other income not declared elsewhere | 2012-12-31 | $23,411 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $772,310 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,704,646 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,932,336 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $3,525,531 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $2,938,419 |
Interest on participant loans | 2012-12-31 | $10,640 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $835,181 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $647,605 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $459,602 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $84,724 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $74,555 |
Contract administrator fees | 2012-12-31 | $4,775 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | HAYFLICH GRIGORACI PLLC |
Accountancy firm EIN | 2012-12-31 | 455620002 |
2011 : JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN 2011 401k financial data |
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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 | $256,811 |
Total of all expenses incurred | 2011-12-31 | $207,390 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $199,702 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $339,487 |
Value of total assets at end of year | 2011-12-31 | $3,932,336 |
Value of total assets at beginning of year | 2011-12-31 | $3,882,915 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $7,688 |
Total interest from all sources | 2011-12-31 | $10,478 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $260,387 |
Participant contributions at end of year | 2011-12-31 | $264,751 |
Participant contributions at beginning of year | 2011-12-31 | $196,195 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $81,561 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $78,394 |
Other income not declared elsewhere | 2011-12-31 | $19,324 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $49,421 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,932,336 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,882,915 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $2,938,419 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $3,165,092 |
Interest on participant loans | 2011-12-31 | $10,478 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $647,605 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $443,234 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-112,478 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $79,100 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $199,702 |
Contract administrator fees | 2011-12-31 | $7,688 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | GRIGORACI,PATERNO & ASSOCIATES |
Accountancy firm EIN | 2011-12-31 | 550745949 |
2010 : JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 |
Total income from all sources (including contributions) | 2010-12-31 | $737,459 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $194,605 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $185,150 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $293,956 |
Value of total assets at end of year | 2010-12-31 | $3,882,915 |
Value of total assets at beginning of year | 2010-12-31 | $3,340,061 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $9,455 |
Total interest from all sources | 2010-12-31 | $8,214 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $220,820 |
Participant contributions at end of year | 2010-12-31 | $196,195 |
Participant contributions at beginning of year | 2010-12-31 | $136,215 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $78,394 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $76,880 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $410 |
Other income not declared elsewhere | 2010-12-31 | $14,063 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $542,854 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,882,915 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,340,061 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $9,455 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $3,165,092 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $3,126,966 |
Interest on participant loans | 2010-12-31 | $8,214 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $443,234 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $421,226 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $72,726 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $185,150 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | GRIGORACI,PATERNO & ASSOCIATES |
Accountancy firm EIN | 2010-12-31 | 550745949 |
2009 : JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |