401k Plan data: ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN plan

ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 401k Plan overview

Plan Name	ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN
Plan identification number	001

ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
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.

401k Sponsoring company profile

ILDERTON DODGE CHRYSLER JEEP has sponsored the creation of one or more 401k plans.

Company Name: ILDERTON DODGE CHRYSLER JEEP

Employer identification number (EIN): 560274930

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01 DAVID GARBARZ 2021-06-28
001 2019-01-01 DAVID GARBARZ 2020-06-25
001 2018-01-01 CHRISTINE DOWDY 2019-06-28 CHRISTINE DOWDY 2019-06-28
001 2017-01-01 HORACE G ILDERTON LLC 2018-07-16 HORACE G ILDERTON, LLC 2018-07-16
001 2016-01-01 CHRISTINE P. DOWDY, CFO 2017-05-25 TIM H. ILDLERTON 2017-05-25
001 2015-01-01 CHRISTINE P DOWDY 2016-06-23
001 2014-01-01 CHRISTINE P DOWDY
001 2013-01-01 CHRISTINE DOWDY
001 2012-01-01 CHRISTINE DOWDY
001 2011-01-01 CHRISTINE DOWDY
001 2010-01-01 CHRISTINE DOWDY
001 2009-01-01 CHRISTINE P DOWDY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01	DAVID GARBARZ	2021-06-28
001	2019-01-01	DAVID GARBARZ	2020-06-25
001	2018-01-01	CHRISTINE DOWDY	2019-06-28	CHRISTINE DOWDY	2019-06-28
001	2017-01-01	HORACE G ILDERTON LLC	2018-07-16	HORACE G ILDERTON, LLC	2018-07-16
001	2016-01-01	CHRISTINE P. DOWDY, CFO	2017-05-25	TIM H. ILDLERTON	2017-05-25
001	2015-01-01	CHRISTINE P DOWDY	2016-06-23
001	2014-01-01	CHRISTINE P DOWDY
001	2013-01-01	CHRISTINE DOWDY
001	2012-01-01	CHRISTINE DOWDY
001	2011-01-01	CHRISTINE DOWDY
001	2010-01-01	CHRISTINE DOWDY
001	2009-01-01	CHRISTINE P DOWDY

Plan Statistics for ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN

401k plan membership statisitcs for ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN

Measure Date Value
2022: ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 108
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 83
Number of retired or separated participants receiving benefits 2022-01-01 16
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 99
Number of participants with account balances 2022-01-01 93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 15
2021: ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 72
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 27
Total of all active and inactive participants 2021-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 99
Number of participants with account balances 2021-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 23
2014: ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 40
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 41
Total of all active and inactive participants 2014-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 81
Number of participants with account balances 2014-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 66
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 42
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 29
Total of all active and inactive participants 2013-01-01 71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 71
Number of participants with account balances 2013-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 30
2012: ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 73
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 54
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 21
Total of all active and inactive participants 2012-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 75
Number of participants with account balances 2012-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 39
2011: ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 51
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 31
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 25
Total of all active and inactive participants 2011-01-01 56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 56
Number of participants with account balances 2011-01-01 56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 42
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 52
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 0
Total of all active and inactive participants 2010-01-01 52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 52
Number of participants with account balances 2010-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 52
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 31
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 11
Total of all active and inactive participants 2009-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 44
Number of participants with account balances 2009-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	108
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	83
Number of retired or separated participants receiving benefits	2022-01-01	16
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	99
Number of participants with account balances	2022-01-01	93
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	15
2021: ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	72
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	27
Total of all active and inactive participants	2021-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	99
Number of participants with account balances	2021-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	23
2014: ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	40
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	41
Total of all active and inactive participants	2014-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	81
Number of participants with account balances	2014-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	66
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	42
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	29
Total of all active and inactive participants	2013-01-01	71
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	71
Number of participants with account balances	2013-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	30
2012: ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	73
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	54
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	21
Total of all active and inactive participants	2012-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	75
Number of participants with account balances	2012-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	39
2011: ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	51
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	31
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	25
Total of all active and inactive participants	2011-01-01	56
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	56
Number of participants with account balances	2011-01-01	56
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	42
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	52
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	0
Total of all active and inactive participants	2010-01-01	52
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	52
Number of participants with account balances	2010-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	52
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	31
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	11
Total of all active and inactive participants	2009-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	44
Number of participants with account balances	2009-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN

Measure	Date	Value
2022 : ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$147,453
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$401,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$388,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$566,098
Value of total assets at end of year	2022-12-31	$2,550,157
Value of total assets at beginning of year	2022-12-31	$2,804,045
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$12,386
Total interest from all sources	2022-12-31	$836
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$3,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$3,765
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$295,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$351,423
Participant contributions at end of year	2022-12-31	$16,826
Participant contributions at beginning of year	2022-12-31	$22,891
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-253,888
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,550,157
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,804,045
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$2,229
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,724,914
Value of interest in pooled separate accounts at end of year	2022-12-31	$2,478,546
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$836
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$56,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$4,785
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-163,191
Net investment gain/loss from pooled separate accounts	2022-12-31	$-260,055
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$212,545
Employer contributions (assets) at end of year	2022-12-31	$50,000
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$388,955
Contract administrator fees	2022-12-31	$10,157
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	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ROSENFIELD AND CO.
Accountancy firm EIN	2022-12-31	274077786
2021 : ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$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	$768,919
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$911,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$907,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$361,315
Value of total assets at end of year	2021-12-31	$2,804,045
Value of total assets at beginning of year	2021-12-31	$2,946,164
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$3,110
Total interest from all sources	2021-12-31	$1,270
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$219,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$219,360
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$295,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$266,750
Participant contributions at end of year	2021-12-31	$22,891
Participant contributions at beginning of year	2021-12-31	$37,651
Administrative expenses (other) incurred	2021-12-31	$3,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-142,119
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,804,045
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,946,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,724,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,860,032
Interest on participant loans	2021-12-31	$1,270
Value of interest in common/collective trusts at end of year	2021-12-31	$56,240
Value of interest in common/collective trusts at beginning of year	2021-12-31	$48,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$186,527
Net investment gain or loss from common/collective trusts	2021-12-31	$447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$94,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$907,928
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ROSENFIELD AND CO.
Accountancy firm EIN	2021-12-31	274077786
2014 : ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$212,579
Expenses. Total of all expenses incurred	2014-12-31	$339,654
Benefits paid (including direct rollovers)	2014-12-31	$339,383
Total plan assets at end of year	2014-12-31	$1,809,034
Total plan assets at beginning of year	2014-12-31	$1,936,109
Value of fidelity bond covering the plan	2014-12-31	$350,000
Total contributions received or receivable from participants	2014-12-31	$83,160
Expenses. Other expenses not covered elsewhere	2014-12-31	$271
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$100,254
Net income (gross income less expenses)	2014-12-31	$-127,075
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,809,034
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,936,109
Assets. Value of participant loans	2014-12-31	$59,973
Total contributions received or receivable from employer(s)	2014-12-31	$29,165
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$241
Total income from all sources	2013-12-31	$366,846
Expenses. Total of all expenses incurred	2013-12-31	$142,702
Benefits paid (including direct rollovers)	2013-12-31	$139,741
Total plan assets at end of year	2013-12-31	$1,936,109
Total plan assets at beginning of year	2013-12-31	$1,711,724
Value of fidelity bond covering the plan	2013-12-31	$350,000
Total contributions received or receivable from participants	2013-12-31	$63,619
Expenses. Other expenses not covered elsewhere	2013-12-31	$510
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$280,116
Net income (gross income less expenses)	2013-12-31	$224,144
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,936,109
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,711,724
Assets. Value of participant loans	2013-12-31	$131,184
Total contributions received or receivable from employer(s)	2013-12-31	$23,111
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$2,451
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$253,817
Expenses. Total of all expenses incurred	2012-12-31	$21,278
Benefits paid (including direct rollovers)	2012-12-31	$20,536
Total plan assets at end of year	2012-12-31	$1,711,724
Total plan assets at beginning of year	2012-12-31	$1,479,185
Value of fidelity bond covering the plan	2012-12-31	$350,000
Total contributions received or receivable from participants	2012-12-31	$76,980
Expenses. Other expenses not covered elsewhere	2012-12-31	$742
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$144,317
Net income (gross income less expenses)	2012-12-31	$232,539
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,711,724
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,479,185
Assets. Value of participant loans	2012-12-31	$127,248
Total contributions received or receivable from employer(s)	2012-12-31	$32,520
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$71,849
Expenses. Total of all expenses incurred	2011-12-31	$458,280
Benefits paid (including direct rollovers)	2011-12-31	$457,782
Total plan assets at end of year	2011-12-31	$1,479,185
Total plan assets at beginning of year	2011-12-31	$1,865,616
Value of fidelity bond covering the plan	2011-12-31	$350,000
Total contributions received or receivable from participants	2011-12-31	$58,518
Expenses. Other expenses not covered elsewhere	2011-12-31	$498
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-11,487
Net income (gross income less expenses)	2011-12-31	$-386,431
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,479,185
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,865,616
Assets. Value of participant loans	2011-12-31	$55,218
Total contributions received or receivable from employer(s)	2011-12-31	$24,818
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$443,044
Expenses. Total of all expenses incurred	2010-12-31	$178,353
Benefits paid (including direct rollovers)	2010-12-31	$177,830
Total plan assets at end of year	2010-12-31	$1,865,616
Total plan assets at beginning of year	2010-12-31	$1,600,925
Value of fidelity bond covering the plan	2010-12-31	$350,000
Total contributions received or receivable from participants	2010-12-31	$56,241
Expenses. Other expenses not covered elsewhere	2010-12-31	$523
Contributions received from other sources (not participants or employers)	2010-12-31	$2,035
Other income received	2010-12-31	$184,768
Net income (gross income less expenses)	2010-12-31	$264,691
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,865,616
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,600,925
Assets. Value of participant loans	2010-12-31	$59,359
Total contributions received or receivable from employer(s)	2010-12-31	$200,000
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN

2022: ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2014: ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: ILDERTON DODGE CHRYSLER JEEP 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

140304

Policy instance

Insurance contract or identification number	140304
Number of Individuals Covered	104
Insurance policy start date	2022-04-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $3,014
Total amount of fees paid to insurance company	USD $10,849
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	10849
Additional information about fees paid to insurance broker	TPA COMPENSATION TPA FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $3,014

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-710232

Policy instance

Insurance contract or identification number	GA-710232
Number of Individuals Covered	74
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $4,193
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,193
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO ADVISORS INS AGENCY, LL

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-710232

Policy instance

Insurance contract or identification number	GA-710232
Number of Individuals Covered	66
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $3,732
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,732
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO ADVISORS INS AGY

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-710232

Policy instance

Insurance contract or identification number	GA-710232
Number of Individuals Covered	54
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $3,690
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,690
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO ADVISORS INS AGY

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-710232

Policy instance

Insurance contract or identification number	GA-710232
Number of Individuals Covered	56
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $3,635
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-710232

Policy instance

Insurance contract or identification number	GA-710232
Number of Individuals Covered	52
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,842
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,842
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO ADVISORS INS AGENCY LLC

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

Company Name:	ILDERTON DODGE CHRYSLER JEEP
Employer identification number (EIN):	560274930
NAIC Classification:	441110
NAIC Description:	New Car Dealers