401k Plan data: STUTEVILLE FORD-MERCURY, LLC 401K PLAN plan

STUTEVILLE FORD-MERCURY, LLC 401K PLAN 401k Plan overview

Plan Name	STUTEVILLE FORD-MERCURY, LLC 401K PLAN
Plan identification number	001

STUTEVILLE FORD-MERCURY, LLC 401K PLAN 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.
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

STUTEVILLE FORD-MERCURY, LLC has sponsored the creation of one or more 401k plans.

Company Name: STUTEVILLE FORD-MERCURY, LLC

Employer identification number (EIN): 731600759

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STUTEVILLE FORD-MERCURY, LLC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01 ERIC STUTEVILLE 2019-07-17 LEAH HARRISON 2019-06-18
001 2017-01-01 ERIC STUTEVILLE 2018-06-15 LEAH HARRISON 2018-06-20
001 2016-01-01 ERIC STUTEVILLE 2017-07-31 LEAH MCFADDEN 2017-07-17
001 2015-01-01
001 2014-01-01 ERIC STUTEVILLE 2015-07-28
001 2013-01-01 ERIC STUTEVILLE 2014-08-15 ERIC STUTEVILLE 2014-08-15
001 2012-01-01 ERIC STUTEVILLE 2013-05-22 ERIC STUTEVILLE 2013-05-22
001 2011-01-01 ERIC STUTEVILLE 2012-07-24 ERIC STUTEVILLE 2012-07-24
001 2010-01-01 ERIC STUTEVILLE 2011-06-28 ERIC STUTEVILLE 2011-06-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01
001	2018-01-01	ERIC STUTEVILLE	2019-07-17	LEAH HARRISON	2019-06-18
001	2017-01-01	ERIC STUTEVILLE	2018-06-15	LEAH HARRISON	2018-06-20
001	2016-01-01	ERIC STUTEVILLE	2017-07-31	LEAH MCFADDEN	2017-07-17
001	2015-01-01
001	2014-01-01	ERIC STUTEVILLE	2015-07-28
001	2013-01-01	ERIC STUTEVILLE	2014-08-15	ERIC STUTEVILLE	2014-08-15
001	2012-01-01	ERIC STUTEVILLE	2013-05-22	ERIC STUTEVILLE	2013-05-22
001	2011-01-01	ERIC STUTEVILLE	2012-07-24	ERIC STUTEVILLE	2012-07-24
001	2010-01-01	ERIC STUTEVILLE	2011-06-28	ERIC STUTEVILLE	2011-06-28

Plan Statistics for STUTEVILLE FORD-MERCURY, LLC 401K PLAN

401k plan membership statisitcs for STUTEVILLE FORD-MERCURY, LLC 401K PLAN

Measure Date Value
2019: STUTEVILLE FORD-MERCURY, LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 131
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 12
Total of all active and inactive participants 2019-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 143
Number of participants with account balances 2019-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2019: STUTEVILLE FORD-MERCURY, LLC 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	131
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	12
Total of all active and inactive participants	2019-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	143
Number of participants with account balances	2019-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on STUTEVILLE FORD-MERCURY, LLC 401K PLAN

Measure	Date	Value
2019 : STUTEVILLE FORD-MERCURY, LLC 401K PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$439,037
Total income from all sources (including contributions)	2019-12-31	$439,037
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$7,689
Total of all expenses incurred	2019-12-31	$7,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$327,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$327,055
Value of total assets at end of year	2019-12-31	$649,450
Value of total assets at end of year	2019-12-31	$649,450
Value of total assets at beginning of year	2019-12-31	$218,102
Value of total assets at beginning of year	2019-12-31	$218,102
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$777
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$777
Total interest from all sources	2019-12-31	$1,042
Total interest from all sources	2019-12-31	$1,042
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$777
Administrative expenses professional fees incurred	2019-12-31	$777
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$100,000
Value of fidelity bond cover	2019-12-31	$100,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$82,766
Contributions received from participants	2019-12-31	$82,766
Participant contributions at end of year	2019-12-31	$36,832
Participant contributions at end of year	2019-12-31	$36,832
Participant contributions at beginning of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$244,289
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$244,289
Other income not declared elsewhere	2019-12-31	$110,940
Other income not declared elsewhere	2019-12-31	$110,940
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$431,348
Value of net income/loss	2019-12-31	$431,348
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$649,450
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$649,450
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$218,102
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$218,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$612,618
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$612,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$218,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$218,102
Interest on participant loans	2019-12-31	$1,042
Interest on participant loans	2019-12-31	$1,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,912
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No

Form 5500 Responses for STUTEVILLE FORD-MERCURY, LLC 401K PLAN

2019: STUTEVILLE FORD-MERCURY, LLC 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

GA-824369

Policy instance

Insurance contract or identification number	GA-824369
Number of Individuals Covered	39
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $2,495
Total amount of fees paid to insurance company	USD $219
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,495
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3

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Company Name:	STUTEVILLE FORD-MERCURY, LLC
Employer identification number (EIN):	731600759
NAIC Classification:	441110
NAIC Description:	New Car Dealers