401k Plan data: BOB TAYLOR CHEVROLET 401K PLAN & TRUST plan

BOB TAYLOR CHEVROLET 401K PLAN & TRUST 401k Plan overview

Plan Name	BOB TAYLOR CHEVROLET 401K PLAN & TRUST
Plan identification number	001

BOB TAYLOR CHEVROLET 401K PLAN & TRUST Benefits

401k Plan Type

Defined 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.
Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
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

BOB TAYLOR CHEVROLET has sponsored the creation of one or more 401k plans.

Company Name: BOB TAYLOR CHEVROLET

Employer identification number (EIN): 591271117

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOB TAYLOR CHEVROLET 401K PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01
001 2013-01-01
001 2012-01-01 SANDRA TAYLOR 2013-09-30 SANDRA TAYLOR 2013-09-30
001 2011-01-01 SANDRA TAYLOR 2012-10-05 SANDRA TAYLOR 2012-10-05
001 2010-01-01 TAMARA SCHOCH
001 2009-01-01 TAMARA SCHOCH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2014-01-01
001	2013-01-01
001	2012-01-01	SANDRA TAYLOR	2013-09-30	SANDRA TAYLOR	2013-09-30
001	2011-01-01	SANDRA TAYLOR	2012-10-05	SANDRA TAYLOR	2012-10-05
001	2010-01-01	TAMARA SCHOCH
001	2009-01-01	TAMARA SCHOCH

Plan Statistics for BOB TAYLOR CHEVROLET 401K PLAN & TRUST

401k plan membership statisitcs for BOB TAYLOR CHEVROLET 401K PLAN & TRUST

Measure Date Value
2010: BOB TAYLOR CHEVROLET 401K PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 67
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 43
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 18
Total of all active and inactive participants 2010-01-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 62
Number of participants with account balances 2010-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: BOB TAYLOR CHEVROLET 401K PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 42
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 19
Total of all active and inactive participants 2009-01-01 62
Total participants 2009-01-01 62
Number of participants with account balances 2009-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2010: BOB TAYLOR CHEVROLET 401K PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	67
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	43
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	18
Total of all active and inactive participants	2010-01-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	62
Number of participants with account balances	2010-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: BOB TAYLOR CHEVROLET 401K PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	42
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	19
Total of all active and inactive participants	2009-01-01	62
Total participants	2009-01-01	62
Number of participants with account balances	2009-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on BOB TAYLOR CHEVROLET 401K PLAN & TRUST

Measure	Date	Value
2010 : BOB TAYLOR CHEVROLET 401K PLAN & TRUST 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$79,416
Expenses. Total of all expenses incurred	2010-12-31	$212,607
Benefits paid (including direct rollovers)	2010-12-31	$205,367
Total plan assets at end of year	2010-12-31	$679,506
Total plan assets at beginning of year	2010-12-31	$812,697
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Total contributions received or receivable from participants	2010-12-31	$17,096
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$62,320
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-133,191
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$679,506
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$812,697
Assets. Value of participant loans	2010-12-31	$25,802
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$537
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$6,703

Form 5500 Responses for BOB TAYLOR CHEVROLET 401K PLAN & TRUST

2010: BOB TAYLOR CHEVROLET 401K PLAN & TRUST 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
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: BOB TAYLOR CHEVROLET 401K PLAN & TRUST 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
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )

Policy contract number

GP88088

Policy instance

Insurance contract or identification number	GP88088
Number of Individuals Covered	34
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,902
Total amount of fees paid to insurance company	USD $1,495
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $1,902
Amount paid for insurance broker fees	495
Additional information about fees paid to insurance broker	MARKETING ALLOWANCE
Insurance broker organization code?	4
Insurance broker name	PERITUS BENEFITS AND INVESTMENTS

Potentially related plans

BOB TAYLOR ENGINEERING, INC. 401 K PROFIT SHARING PLAN [EIN = 521612838]

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:	BOB TAYLOR CHEVROLET
Employer identification number (EIN):	591271117
NAIC Classification:	441110
NAIC Description:	New Car Dealers