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SCANLON AUTO GROUP 401(K) PLAN 401k Plan overview

Plan NameSCANLON AUTO GROUP 401(K) PLAN
Plan identification number 002

SCANLON AUTO GROUP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

FT. MYERS LINCOLN MERCURY INC. has sponsored the creation of one or more 401k plans.

Company Name:FT. MYERS LINCOLN MERCURY INC.
Employer identification number (EIN):592039496
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCANLON AUTO GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01CHRISTINE FICKEY2024-09-19
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01CHRISTINE FICKEY
0022017-01-01CHRISTINE FICKEY
0022016-01-01NANCY ANDERSON
0022015-01-01NANCY ANDERSON
0022014-01-01NANCY ANDERSON
0022013-01-01NANCY ANDERSON
0022012-01-01NANCY ANDERSON
0022011-01-01NANCY ANDERSON
0022009-01-01JOHN E.C.SCANLON
0022009-01-01JOHN E.C.SCANLON

Plan Statistics for SCANLON AUTO GROUP 401(K) PLAN

401k plan membership statisitcs for SCANLON AUTO GROUP 401(K) PLAN

Measure Date Value
2022: SCANLON AUTO GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01137
Total number of active participants reported on line 7a of the Form 55002022-01-01114
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01128
Number of participants with account balances2022-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SCANLON AUTO GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01133
Total number of active participants reported on line 7a of the Form 55002021-01-01121
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01133
Number of participants with account balances2021-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SCANLON AUTO GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01144
Total number of active participants reported on line 7a of the Form 55002020-01-01122
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0112
Total of all active and inactive participants2020-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01134
Number of participants with account balances2020-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SCANLON AUTO GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01133
Total number of active participants reported on line 7a of the Form 55002019-01-01129
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0113
Total of all active and inactive participants2019-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01142
Number of participants with account balances2019-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SCANLON AUTO GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01134
Total number of active participants reported on line 7a of the Form 55002018-01-01119
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-01128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01128
Number of participants with account balances2018-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SCANLON AUTO GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01127
Total number of active participants reported on line 7a of the Form 55002017-01-01120
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01129
Number of participants with account balances2017-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SCANLON AUTO GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01116
Total number of active participants reported on line 7a of the Form 55002016-01-01106
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01113
Number of participants with account balances2016-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SCANLON AUTO GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01117
Total number of active participants reported on line 7a of the Form 55002015-01-01103
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01112
Number of participants with account balances2015-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SCANLON AUTO GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01110
Total number of active participants reported on line 7a of the Form 55002014-01-01108
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01115
Number of participants with account balances2014-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SCANLON AUTO GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01108
Total number of active participants reported on line 7a of the Form 55002013-01-01104
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01111
Number of participants with account balances2013-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SCANLON AUTO GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01105
Total number of active participants reported on line 7a of the Form 55002012-01-0198
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-01108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01108
Number of participants with account balances2012-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: SCANLON AUTO GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01117
Total number of active participants reported on line 7a of the Form 55002011-01-0195
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01105
Number of participants with account balances2011-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SCANLON AUTO GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01148
Total number of active participants reported on line 7a of the Form 55002009-01-0195
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0145
Total of all active and inactive participants2009-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01140
Number of participants with account balances2009-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on SCANLON AUTO GROUP 401(K) PLAN

Measure Date Value
2022 : SCANLON AUTO GROUP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$10,120
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$12,465
Total income from all sources (including contributions)2022-12-31$-329,755
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$237,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$236,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$235,734
Value of total assets at end of year2022-12-31$3,043,524
Value of total assets at beginning of year2022-12-31$3,613,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$590
Total interest from all sources2022-12-31$6,031
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$144,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$144,892
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$361,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$235,734
Participant contributions at end of year2022-12-31$101,917
Participant contributions at beginning of year2022-12-31$119,590
Participant contributions at end of year2022-12-31$2,974
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$10,120
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$12,465
Administrative expenses (other) incurred2022-12-31$590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-567,153
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,033,404
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,600,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,938,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,040,965
Interest on participant loans2022-12-31$6,031
Value of interest in common/collective trusts at beginning of year2022-12-31$452,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-714,006
Net investment gain or loss from common/collective trusts2022-12-31$-2,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$236,808
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LITMAN GERSON ASSOCIATES LLP
Accountancy firm EIN2022-12-31042694095
2021 : SCANLON AUTO GROUP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$12,465
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$22,760
Total income from all sources (including contributions)2021-12-31$625,042
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$433,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$431,505
Expenses. Certain deemed distributions of participant loans2021-12-31$1,189
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$219,353
Value of total assets at end of year2021-12-31$3,613,022
Value of total assets at beginning of year2021-12-31$3,431,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,020
Total interest from all sources2021-12-31$8,009
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$252,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$252,367
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$341,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$219,353
Participant contributions at end of year2021-12-31$119,590
Participant contributions at beginning of year2021-12-31$152,693
Participant contributions at beginning of year2021-12-31$2,667
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$12,465
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$22,760
Administrative expenses (other) incurred2021-12-31$1,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$191,328
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,600,557
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,409,229
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,040,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,877,193
Interest on participant loans2021-12-31$8,009
Value of interest in common/collective trusts at end of year2021-12-31$452,467
Value of interest in common/collective trusts at beginning of year2021-12-31$399,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$133,845
Net investment gain or loss from common/collective trusts2021-12-31$11,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$431,505
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LITMAN GERSON ASSOCIATES LLP
Accountancy firm EIN2021-12-31042694095
2020 : SCANLON AUTO GROUP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$22,760
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$33,153
Total income from all sources (including contributions)2020-12-31$619,199
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$584,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$583,857
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$220,319
Value of total assets at end of year2020-12-31$3,431,989
Value of total assets at beginning of year2020-12-31$3,407,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$820
Total interest from all sources2020-12-31$9,170
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$138,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$138,416
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$338,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$220,319
Participant contributions at end of year2020-12-31$152,693
Participant contributions at beginning of year2020-12-31$169,518
Participant contributions at end of year2020-12-31$2,667
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$22,760
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$33,153
Administrative expenses (other) incurred2020-12-31$820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$34,522
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,409,229
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,374,707
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,877,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,745,426
Interest on participant loans2020-12-31$9,170
Value of interest in common/collective trusts at end of year2020-12-31$399,436
Value of interest in common/collective trusts at beginning of year2020-12-31$492,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$240,476
Net investment gain or loss from common/collective trusts2020-12-31$10,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$583,857
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LITMAN GERSON ASSOCIATES, LLP
Accountancy firm EIN2020-12-31042694095
2019 : SCANLON AUTO GROUP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$33,153
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$35,929
Total income from all sources (including contributions)2019-12-31$815,694
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$645,978
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$645,288
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$211,535
Value of total assets at end of year2019-12-31$3,407,860
Value of total assets at beginning of year2019-12-31$3,240,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$690
Total interest from all sources2019-12-31$6,319
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$181,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$181,661
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$321,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$211,535
Participant contributions at end of year2019-12-31$169,518
Participant contributions at beginning of year2019-12-31$96,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$33,153
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$35,929
Administrative expenses (other) incurred2019-12-31$690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$169,716
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,374,707
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,204,991
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,745,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,663,081
Interest on participant loans2019-12-31$6,319
Value of interest in common/collective trusts at end of year2019-12-31$492,916
Value of interest in common/collective trusts at beginning of year2019-12-31$481,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$401,634
Net investment gain or loss from common/collective trusts2019-12-31$14,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$645,288
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LITMAN GERSON ASSOCIATES, LLP
Accountancy firm EIN2019-12-31042694095
2018 : SCANLON AUTO GROUP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$35,929
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$67,210
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$83,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$70,057
Expenses. Certain deemed distributions of participant loans2018-12-31$328
Value of total corrective distributions2018-12-31$13,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$213,364
Value of total assets at end of year2018-12-31$3,240,920
Value of total assets at beginning of year2018-12-31$3,221,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$3,029
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$199,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$199,082
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$323,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$199,788
Participant contributions at end of year2018-12-31$96,095
Participant contributions at beginning of year2018-12-31$78,676
Participant contributions at beginning of year2018-12-31$2,101
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$13,576
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$35,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-16,676
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,204,991
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,221,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,663,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,679,789
Interest on participant loans2018-12-31$3,029
Value of interest in common/collective trusts at end of year2018-12-31$481,744
Value of interest in common/collective trusts at beginning of year2018-12-31$461,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-351,835
Net investment gain or loss from common/collective trusts2018-12-31$3,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$70,057
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LITMAN GERSON ASSOCIATES, LLP
Accountancy firm EIN2018-12-31042694095
2017 : SCANLON AUTO GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$862,189
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$618,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$587,115
Expenses. Certain deemed distributions of participant loans2017-12-31$1,127
Value of total corrective distributions2017-12-31$29,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$474,746
Value of total assets at end of year2017-12-31$3,221,667
Value of total assets at beginning of year2017-12-31$2,978,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$565
Total interest from all sources2017-12-31$4,114
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$162,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$162,860
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$298,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$203,379
Participant contributions at end of year2017-12-31$78,676
Participant contributions at beginning of year2017-12-31$47,154
Participant contributions at end of year2017-12-31$2,101
Participant contributions at beginning of year2017-12-31$1,516
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$271,367
Administrative expenses (other) incurred2017-12-31$565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$243,591
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,221,667
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,978,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,679,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,213,734
Interest on participant loans2017-12-31$4,114
Value of interest in common/collective trusts at end of year2017-12-31$461,101
Value of interest in common/collective trusts at beginning of year2017-12-31$715,672
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$211,407
Net investment gain or loss from common/collective trusts2017-12-31$9,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$587,115
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LITMAN GERSON ASSOCIATES, LLP
Accountancy firm EIN2017-12-31042694095
2016 : SCANLON AUTO GROUP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$375,637
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$715,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$704,620
Value of total corrective distributions2016-12-31$9,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$184,626
Value of total assets at end of year2016-12-31$2,978,076
Value of total assets at beginning of year2016-12-31$3,317,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$836
Total interest from all sources2016-12-31$2,097
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$96,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$96,831
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$332,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$184,626
Participant contributions at end of year2016-12-31$47,154
Participant contributions at beginning of year2016-12-31$57,082
Participant contributions at end of year2016-12-31$1,516
Participant contributions at beginning of year2016-12-31$2,097
Administrative expenses (other) incurred2016-12-31$836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-339,662
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,978,076
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,317,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,213,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,575,418
Interest on participant loans2016-12-31$2,097
Value of interest in common/collective trusts at end of year2016-12-31$715,672
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$683,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$683,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$92,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$704,620
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LITMAN GERSON ASSOCIATES, LLP
Accountancy firm EIN2016-12-31042694095
2015 : SCANLON AUTO GROUP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$195,825
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$183,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$156,005
Expenses. Certain deemed distributions of participant loans2015-12-31$25,503
Value of total corrective distributions2015-12-31$1,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$240,437
Value of total assets at end of year2015-12-31$3,317,738
Value of total assets at beginning of year2015-12-31$3,305,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$730
Total interest from all sources2015-12-31$3,728
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$197,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$197,289
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$331,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$240,437
Participant contributions at end of year2015-12-31$57,082
Participant contributions at beginning of year2015-12-31$95,191
Participant contributions at end of year2015-12-31$2,097
Administrative expenses (other) incurred2015-12-31$730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$11,908
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,317,738
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,305,830
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,575,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,709,248
Interest on participant loans2015-12-31$3,728
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$683,141
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$501,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$501,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-245,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$156,005
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LITMANGERSON ASSOCIATES, LLP
Accountancy firm EIN2015-12-31042694095
2014 : SCANLON AUTO GROUP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$313,665
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$40,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$39,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$196,449
Value of total assets at end of year2014-12-31$3,305,830
Value of total assets at beginning of year2014-12-31$3,032,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$842
Total interest from all sources2014-12-31$3,555
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$255,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$255,272
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$304,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$196,449
Participant contributions at end of year2014-12-31$95,191
Participant contributions at beginning of year2014-12-31$74,161
Other income not declared elsewhere2014-12-31$615
Administrative expenses (other) incurred2014-12-31$842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$273,648
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,305,830
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,032,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,709,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,422,859
Interest on participant loans2014-12-31$3,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$501,391
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$535,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$535,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-142,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$39,175
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LITMANGERSON ASSOCIATES, LLP
Accountancy firm EIN2014-12-31042694095
2013 : SCANLON AUTO GROUP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$411,218
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$119,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$110,003
Expenses. Certain deemed distributions of participant loans2013-12-31$8,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$125,005
Value of total assets at end of year2013-12-31$3,032,182
Value of total assets at beginning of year2013-12-31$2,740,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$670
Total interest from all sources2013-12-31$4,027
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$159,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$159,978
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$275,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$125,005
Participant contributions at end of year2013-12-31$74,162
Participant contributions at beginning of year2013-12-31$84,263
Administrative expenses (other) incurred2013-12-31$670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$291,619
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,032,182
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,740,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,422,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,982,264
Interest on participant loans2013-12-31$4,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$535,162
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$674,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$674,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$122,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$110,003
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LITMANGERSON ASSOCIATES, LLP
Accountancy firm EIN2013-12-31042694095
2012 : SCANLON AUTO GROUP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$271,289
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$313,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$295,883
Expenses. Certain deemed distributions of participant loans2012-12-31$12,011
Value of total corrective distributions2012-12-31$4,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$116,182
Value of total assets at end of year2012-12-31$2,740,563
Value of total assets at beginning of year2012-12-31$2,782,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$920
Total interest from all sources2012-12-31$3,084
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$43,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$43,212
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$279,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$116,182
Participant contributions at end of year2012-12-31$84,263
Participant contributions at beginning of year2012-12-31$94,523
Administrative expenses (other) incurred2012-12-31$920
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-42,353
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,740,563
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,782,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,982,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,648,865
Interest on participant loans2012-12-31$3,084
Value of interest in common/collective trusts at beginning of year2012-12-31$1,039,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$674,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$108,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$295,883
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LITMANGERSON ASSOCIATES, LLP
Accountancy firm EIN2012-12-31042694095
2011 : SCANLON AUTO GROUP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$13,090
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$31,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$29,253
Expenses. Certain deemed distributions of participant loans2011-12-31$2,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$133,418
Value of total assets at end of year2011-12-31$2,782,916
Value of total assets at beginning of year2011-12-31$2,801,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$280
Total interest from all sources2011-12-31$6,688
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$53,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$53,494
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$281,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$127,788
Participant contributions at end of year2011-12-31$94,523
Participant contributions at beginning of year2011-12-31$120,558
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,630
Administrative expenses (other) incurred2011-12-31$280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-18,708
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,782,916
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,801,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,648,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,681,066
Interest on participant loans2011-12-31$6,688
Value of interest in common/collective trusts at end of year2011-12-31$1,039,528
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-180,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$29,253
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LITMAN, GERSON, LLP
Accountancy firm EIN2011-12-31042694095
2010 : SCANLON AUTO GROUP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$383,396
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$597,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$593,682
Expenses. Certain deemed distributions of participant loans2010-12-31$3,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$136,057
Value of total assets at end of year2010-12-31$2,801,624
Value of total assets at beginning of year2010-12-31$3,015,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$500
Total interest from all sources2010-12-31$7,877
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$44,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$44,218
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$302,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$136,057
Participant contributions at end of year2010-12-31$120,558
Participant contributions at beginning of year2010-12-31$134,392
Other income not declared elsewhere2010-12-31$2,789
Administrative expenses (other) incurred2010-12-31$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-214,000
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,801,624
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,015,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,681,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,881,232
Interest on participant loans2010-12-31$7,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$192,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$593,682
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LITMAN, GERSON, LLP
Accountancy firm EIN2010-12-31042694095
2009 : SCANLON AUTO GROUP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SCANLON AUTO GROUP 401(K) PLAN

2022: SCANLON AUTO GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SCANLON AUTO GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SCANLON AUTO GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SCANLON AUTO GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SCANLON AUTO GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SCANLON AUTO GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SCANLON AUTO GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SCANLON AUTO GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SCANLON AUTO GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SCANLON AUTO GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SCANLON AUTO GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SCANLON AUTO GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SCANLON AUTO GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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