BILLY HOWELL FORD, LINCOLN, MERCURY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BILLY HOWELL FORD INVESTMENT PLAN
Measure | Date | Value |
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2017: BILLY HOWELL FORD INVESTMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 66 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 67 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 67 |
Number of participants with account balances | 2017-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: BILLY HOWELL FORD INVESTMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 86 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 47 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
Total of all active and inactive participants | 2016-01-01 | 48 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 48 |
Number of participants with account balances | 2016-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: BILLY HOWELL FORD INVESTMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 100 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 57 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
Total of all active and inactive participants | 2015-01-01 | 58 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 58 |
Number of participants with account balances | 2015-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: BILLY HOWELL FORD INVESTMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 64 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 81 |
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 | 2 |
Total of all active and inactive participants | 2014-01-01 | 83 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 83 |
Number of participants with account balances | 2014-01-01 | 36 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2009: BILLY HOWELL FORD INVESTMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 66 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 58 |
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 | 3 |
Total of all active and inactive participants | 2009-01-01 | 61 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 61 |
Number of participants with account balances | 2009-01-01 | 44 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
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2017 : BILLY HOWELL FORD INVESTMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $429,856 |
Expenses. Total of all expenses incurred | 2017-12-31 | $95,552 |
Benefits paid (including direct rollovers) | 2017-12-31 | $79,572 |
Total plan assets at end of year | 2017-12-31 | $2,242,823 |
Total plan assets at beginning of year | 2017-12-31 | $1,908,519 |
Total contributions received or receivable from participants | 2017-12-31 | $190,737 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $239,119 |
Net income (gross income less expenses) | 2017-12-31 | $334,304 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $2,242,823 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,908,519 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $15,665 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $315 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : BILLY HOWELL FORD INVESTMENT PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $273,056 |
Expenses. Total of all expenses incurred | 2016-12-31 | $38,632 |
Benefits paid (including direct rollovers) | 2016-12-31 | $27,486 |
Total plan assets at end of year | 2016-12-31 | $1,908,519 |
Total plan assets at beginning of year | 2016-12-31 | $1,674,095 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Total contributions received or receivable from participants | 2016-12-31 | $176,784 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $96,226 |
Net income (gross income less expenses) | 2016-12-31 | $234,424 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,908,519 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,674,095 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $46 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $10,906 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $240 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : BILLY HOWELL FORD INVESTMENT PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $176,315 |
Expenses. Total of all expenses incurred | 2015-12-31 | $49,917 |
Benefits paid (including direct rollovers) | 2015-12-31 | $49,337 |
Total plan assets at end of year | 2015-12-31 | $1,674,095 |
Total plan assets at beginning of year | 2015-12-31 | $1,547,697 |
Total contributions received or receivable from participants | 2015-12-31 | $153,785 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $22,530 |
Net income (gross income less expenses) | 2015-12-31 | $126,398 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,674,095 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,547,697 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $300 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $280 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : BILLY HOWELL FORD INVESTMENT PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $190,530 |
Expenses. Total of all expenses incurred | 2014-12-31 | $259,593 |
Benefits paid (including direct rollovers) | 2014-12-31 | $245,975 |
Total plan assets at end of year | 2014-12-31 | $1,547,697 |
Total plan assets at beginning of year | 2014-12-31 | $1,616,760 |
Total contributions received or receivable from participants | 2014-12-31 | $114,984 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $75,546 |
Net income (gross income less expenses) | 2014-12-31 | $-69,063 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,547,697 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,616,760 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Value of certain deemed distributions of participant loans | 2014-12-31 | $0 |
Value of corrective distributions | 2014-12-31 | $13,298 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $320 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2009 : BILLY HOWELL FORD INVESTMENT 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 |
2017: BILLY HOWELL FORD INVESTMENT PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: BILLY HOWELL FORD INVESTMENT PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: BILLY HOWELL FORD INVESTMENT PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: BILLY HOWELL FORD INVESTMENT PLAN 2014 form 5500 responses |
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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 |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2009: BILLY HOWELL FORD INVESTMENT PLAN 2009 form 5500 responses |
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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 |
2009-01-01 | Plan benefit arrangement - Trust | Yes |