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SUSAN SCHEIN AUTOMOTIVE, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameSUSAN SCHEIN AUTOMOTIVE, INC. 401(K) RETIREMENT PLAN
Plan identification number 001

SUSAN SCHEIN AUTOMOTIVE, INC. 401(K) RETIREMENT 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SUSAN SCHEIN AUTOMOTIVE, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUSAN SCHEIN AUTOMOTIVE, INC.
Employer identification number (EIN):630665683
NAIC Classification:441120
NAIC Description:Used Car Dealers

Additional information about SUSAN SCHEIN AUTOMOTIVE, INC.

Jurisdiction of Incorporation: Alabama Secretary of State
Incorporation Date: 1974-05-13
Company Identification Number: 034-254
Legal Registered Office Address: 3171 PELHAM PARKWAY PELHAM,


United States of America (USA)
35124

More information about SUSAN SCHEIN AUTOMOTIVE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUSAN SCHEIN AUTOMOTIVE, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01AMY PRATT
0012023-01-01
0012023-01-01AMY PRATT
0012022-01-01
0012022-01-01AMY PRATT
0012021-01-01
0012021-01-01AMY PRATT
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01AMY PRATT
0012017-01-01AMY PRATT2018-09-19
0012016-01-01AMY PRATT2017-05-01 AMY PRATT2017-05-01
0012015-01-01AMY PRATT2017-10-09
0012014-01-01AMY PRATT2015-02-26 AMY PRATT2015-02-26
0012013-01-01AMY PRATT2014-04-11 AMY PRATT2014-04-11
0012012-01-01AMY PRATT2013-07-18 AMY PRATT2013-07-18
0012011-01-01AMY PRATT2012-07-13 AMY PRATT2012-07-13

Financial Data on SUSAN SCHEIN AUTOMOTIVE, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2023 : SUSAN SCHEIN AUTOMOTIVE, INC. 401(K) RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$145,619
Expenses. Total of all expenses incurred2023-12-31$187,002
Benefits paid (including direct rollovers)2023-12-31$183,328
Total plan assets at end of year2023-12-31$899,615
Total plan assets at beginning of year2023-12-31$940,998
Value of fidelity bond covering the plan2023-12-31$125,000
Total contributions received or receivable from participants2023-12-31$3,296
Other income received2023-12-31$142,323
Net income (gross income less expenses)2023-12-31$-41,383
Net plan assets at end of year (total assets less liabilities)2023-12-31$899,615
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$940,998
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$3,674
2022 : SUSAN SCHEIN AUTOMOTIVE, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-150,843
Expenses. Total of all expenses incurred2022-12-31$3,937
Total plan assets at end of year2022-12-31$940,998
Total plan assets at beginning of year2022-12-31$1,095,778
Value of fidelity bond covering the plan2022-12-31$110,000
Total contributions received or receivable from participants2022-12-31$12,981
Other income received2022-12-31$-163,824
Net income (gross income less expenses)2022-12-31$-154,780
Net plan assets at end of year (total assets less liabilities)2022-12-31$940,998
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,095,778
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$3,937
2021 : SUSAN SCHEIN AUTOMOTIVE, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$156,058
Expenses. Total of all expenses incurred2021-12-31$4,085
Total plan assets at end of year2021-12-31$1,095,778
Total plan assets at beginning of year2021-12-31$943,805
Value of fidelity bond covering the plan2021-12-31$95,000
Total contributions received or receivable from participants2021-12-31$23,841
Other income received2021-12-31$132,217
Net income (gross income less expenses)2021-12-31$151,973
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,095,778
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$943,805
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$4,085
2020 : SUSAN SCHEIN AUTOMOTIVE, INC. 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$109,229
Expenses. Total of all expenses incurred2020-12-31$5,287
Benefits paid (including direct rollovers)2020-12-31$1,943
Total plan assets at end of year2020-12-31$943,805
Total plan assets at beginning of year2020-12-31$839,863
Value of fidelity bond covering the plan2020-12-31$84,000
Total contributions received or receivable from participants2020-12-31$22,458
Other income received2020-12-31$86,771
Net income (gross income less expenses)2020-12-31$103,942
Net plan assets at end of year (total assets less liabilities)2020-12-31$943,805
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$839,863
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$3,344
2019 : SUSAN SCHEIN AUTOMOTIVE, INC. 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$173,514
Expenses. Total of all expenses incurred2019-12-31$3,054
Total plan assets at end of year2019-12-31$839,863
Total plan assets at beginning of year2019-12-31$669,403
Value of fidelity bond covering the plan2019-12-31$84,000
Total contributions received or receivable from participants2019-12-31$18,437
Other income received2019-12-31$155,077
Net income (gross income less expenses)2019-12-31$170,460
Net plan assets at end of year (total assets less liabilities)2019-12-31$839,863
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$669,403
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$3,054
2018 : SUSAN SCHEIN AUTOMOTIVE, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$-36,834
Expenses. Total of all expenses incurred2018-12-31$62,032
Benefits paid (including direct rollovers)2018-12-31$58,511
Total plan assets at end of year2018-12-31$669,403
Total plan assets at beginning of year2018-12-31$768,269
Value of fidelity bond covering the plan2018-12-31$77,000
Total contributions received or receivable from participants2018-12-31$19,898
Other income received2018-12-31$-56,732
Net income (gross income less expenses)2018-12-31$-98,866
Net plan assets at end of year (total assets less liabilities)2018-12-31$669,403
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$768,269
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$3,521

Form 5500 Responses for SUSAN SCHEIN AUTOMOTIVE, INC. 401(K) RETIREMENT PLAN

2023: SUSAN SCHEIN AUTOMOTIVE, INC. 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SUSAN SCHEIN AUTOMOTIVE, INC. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUSAN SCHEIN AUTOMOTIVE, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUSAN SCHEIN AUTOMOTIVE, INC. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUSAN SCHEIN AUTOMOTIVE, INC. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUSAN SCHEIN AUTOMOTIVE, INC. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623155
Policy instance 1
Insurance contract or identification number623155
Number of Individuals Covered26
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $448
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623155
Policy instance 1
Insurance contract or identification number623155
Number of Individuals Covered26
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $493
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623155
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623155
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623155
Policy instance 1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number623155
Policy instance 1

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