401k Plan data: JOHNSON BROTHERS FORD 401(K) PLAN plan

JOHNSON BROTHERS FORD 401(K) PLAN 401k Plan overview

Plan Name	JOHNSON BROTHERS FORD 401(K) PLAN
Plan identification number	001

JOHNSON BROTHERS FORD 401(K) 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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

JOHNSON BROTHERS FORD II, LTD. has sponsored the creation of one or more 401k plans.

Company Name: JOHNSON BROTHERS FORD II, LTD.

Employer identification number (EIN): 742919144

NAIC Classification: 441110
NAIC Description: New Car Dealers

Additional information about JOHNSON BROTHERS FORD II, LTD.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1999-04-30

Company Identification Number: 0011999610

Legal Registered Office Address: 7455 S GENERAL BRUCE DR

TEMPLE
United States of America (USA)
76502

More information about JOHNSON BROTHERS FORD II, LTD.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHNSON BROTHERS FORD 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JAMES KAHLIG 2019-03-14
001 2017-01-01 JAMES KAHLIG 2018-07-26
001 2016-01-01 JAMES KAHLIG 2017-08-14 JAMES KAHLIG 2017-08-14
001 2015-01-01 JAMES KAHLIG 2016-05-27 JAMES KAHLIG 2016-05-27
001 2014-01-01 JAMES KAHLIG 2015-08-19 JAMES KAHLIG 2015-08-19
001 2013-01-01 JAMES KAHLIG
001 2012-01-01 JAMES WILSON
001 2011-01-01 JAMES WILSON
001 2010-01-01 JAMES WILSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	JAMES KAHLIG	2019-03-14
001	2017-01-01	JAMES KAHLIG	2018-07-26
001	2016-01-01	JAMES KAHLIG	2017-08-14	JAMES KAHLIG	2017-08-14
001	2015-01-01	JAMES KAHLIG	2016-05-27	JAMES KAHLIG	2016-05-27
001	2014-01-01	JAMES KAHLIG	2015-08-19	JAMES KAHLIG	2015-08-19
001	2013-01-01	JAMES KAHLIG
001	2012-01-01	JAMES WILSON
001	2011-01-01	JAMES WILSON
001	2010-01-01	JAMES WILSON

Plan Statistics for JOHNSON BROTHERS FORD 401(K) PLAN

401k plan membership statisitcs for JOHNSON BROTHERS FORD 401(K) PLAN

Measure Date Value
2021: JOHNSON BROTHERS FORD 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 93
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 31
Total of all active and inactive participants 2021-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 127
Number of participants with account balances 2021-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 27
2020: JOHNSON BROTHERS FORD 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 104
Number of retired or separated participants receiving benefits 2020-01-01 6
Number of other retired or separated participants entitled to future benefits 2020-01-01 31
Total of all active and inactive participants 2020-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 141
Number of participants with account balances 2020-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 24
2019: JOHNSON BROTHERS FORD 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 107
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 42
Total of all active and inactive participants 2019-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 154
Number of participants with account balances 2019-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 18
2013: JOHNSON BROTHERS FORD 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 90
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 92
Number of participants with account balances 2013-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOHNSON BROTHERS FORD 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 80
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 85
Number of participants with account balances 2012-01-01 35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: JOHNSON BROTHERS FORD 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 96
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 75
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 6
Total of all active and inactive participants 2011-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 82
Number of participants with account balances 2011-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2010: JOHNSON BROTHERS FORD 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 69
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 25
Total of all active and inactive participants 2010-01-01 96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 96
Number of participants with account balances 2010-01-01 58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0

Measure	Date	Value
2021: JOHNSON BROTHERS FORD 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	93
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	31
Total of all active and inactive participants	2021-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	127
Number of participants with account balances	2021-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	27
2020: JOHNSON BROTHERS FORD 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	104
Number of retired or separated participants receiving benefits	2020-01-01	6
Number of other retired or separated participants entitled to future benefits	2020-01-01	31
Total of all active and inactive participants	2020-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	141
Number of participants with account balances	2020-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	24
2019: JOHNSON BROTHERS FORD 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	107
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	42
Total of all active and inactive participants	2019-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	154
Number of participants with account balances	2019-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	18
2013: JOHNSON BROTHERS FORD 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	90
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	92
Number of participants with account balances	2013-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOHNSON BROTHERS FORD 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	80
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	5
Total of all active and inactive participants	2012-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	85
Number of participants with account balances	2012-01-01	35
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: JOHNSON BROTHERS FORD 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	96
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	75
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	6
Total of all active and inactive participants	2011-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	82
Number of participants with account balances	2011-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2010: JOHNSON BROTHERS FORD 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	69
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	25
Total of all active and inactive participants	2010-01-01	96
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	96
Number of participants with account balances	2010-01-01	58
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0

Financial Data on JOHNSON BROTHERS FORD 401(K) PLAN

Measure	Date	Value
2021 : JOHNSON BROTHERS FORD 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,218,176
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$487,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$453,802
Value of total corrective distributions	2021-12-31	$8,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$477,696
Value of total assets at end of year	2021-12-31	$5,297,442
Value of total assets at beginning of year	2021-12-31	$4,566,277
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$24,306
Total interest from all sources	2021-12-31	$1,376
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$108,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$108,452
Administrative expenses professional fees incurred	2021-12-31	$2,429
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$398,246
Participant contributions at end of year	2021-12-31	$13,951
Participant contributions at beginning of year	2021-12-31	$27,894
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$2,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$731,165
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,297,442
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,566,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$17,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,283,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,538,383
Interest on participant loans	2021-12-31	$1,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$630,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$76,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$453,802
Contract administrator fees	2021-12-31	$4,877
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BROCKWAY, GERSBACH, FRANKLIN & NIEM
Accountancy firm EIN	2021-12-31	742531836
2020 : JOHNSON BROTHERS FORD 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$776,025
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$277,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$256,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$344,994
Value of total assets at end of year	2020-12-31	$4,566,277
Value of total assets at beginning of year	2020-12-31	$4,067,712
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$21,303
Total interest from all sources	2020-12-31	$2,429
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$46,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$46,515
Administrative expenses professional fees incurred	2020-12-31	$1,868
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$350,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$281,317
Participant contributions at end of year	2020-12-31	$27,894
Participant contributions at beginning of year	2020-12-31	$59,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$498,565
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,566,277
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,067,712
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$13,074
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,538,383
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,008,189
Interest on participant loans	2020-12-31	$2,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$382,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$63,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$256,157
Contract administrator fees	2020-12-31	$6,361
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BROCKWAY, GERSBACH, FRANKLIN & NIEM
Accountancy firm EIN	2020-12-31	742531836
2019 : JOHNSON BROTHERS FORD 401(K) 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	$1,006,790
Total income from all sources (including contributions)	2019-12-31	$1,006,790
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	$234,733
Total of all expenses incurred	2019-12-31	$234,733
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$211,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$211,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$345,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$345,918
Value of total assets at end of year	2019-12-31	$4,067,712
Value of total assets at end of year	2019-12-31	$4,067,712
Value of total assets at beginning of year	2019-12-31	$3,295,655
Value of total assets at beginning of year	2019-12-31	$3,295,655
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$23,144
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$23,144
Total interest from all sources	2019-12-31	$3,976
Total interest from all sources	2019-12-31	$3,976
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$55,214
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$55,214
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
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$55,214
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$55,214
Administrative expenses professional fees incurred	2019-12-31	$1,793
Administrative expenses professional fees incurred	2019-12-31	$1,793
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	$350,000
Value of fidelity bond cover	2019-12-31	$350,000
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	$293,631
Contributions received from participants	2019-12-31	$293,631
Participant contributions at end of year	2019-12-31	$59,523
Participant contributions at end of year	2019-12-31	$59,523
Participant contributions at beginning of year	2019-12-31	$65,652
Participant contributions at beginning of year	2019-12-31	$65,652
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	$772,057
Value of net income/loss	2019-12-31	$772,057
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,067,712
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,067,712
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,295,655
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,295,655
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
Investment advisory and management fees	2019-12-31	$12,550
Investment advisory and management fees	2019-12-31	$12,550
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,008,189
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,008,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,230,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,230,003
Interest on participant loans	2019-12-31	$3,976
Interest on participant loans	2019-12-31	$3,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$601,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$601,682
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
Contributions received in cash from employer	2019-12-31	$52,287
Contributions received in cash from employer	2019-12-31	$52,287
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$211,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$211,589
Contract administrator fees	2019-12-31	$8,801
Contract administrator fees	2019-12-31	$8,801
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BROCKWAY, GERSBACH, FRANKLIN & NIEM
Accountancy firm name	2019-12-31	BROCKWAY, GERSBACH, FRANKLIN & NIEM
Accountancy firm EIN	2019-12-31	742531836
Accountancy firm EIN	2019-12-31	742531836
2013 : JOHNSON BROTHERS FORD 401(K) PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$566,954
Expenses. Total of all expenses incurred	2013-12-31	$172,309
Benefits paid (including direct rollovers)	2013-12-31	$160,205
Total plan assets at end of year	2013-12-31	$2,467,481
Total plan assets at beginning of year	2013-12-31	$2,072,836
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$170,104
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$366,000
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$394,645
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,467,481
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,072,836
Assets. Value of participant loans	2013-12-31	$121,191
Total contributions received or receivable from employer(s)	2013-12-31	$30,850
Value of certain deemed distributions of participant loans	2013-12-31	$1,027
Value of corrective distributions	2013-12-31	$5,135
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$5,942
2012 : JOHNSON BROTHERS FORD 401(K) PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$450,499
Expenses. Total of all expenses incurred	2012-12-31	$84,730
Benefits paid (including direct rollovers)	2012-12-31	$77,348
Total plan assets at end of year	2012-12-31	$2,072,836
Total plan assets at beginning of year	2012-12-31	$1,707,067
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$173,499
Other income received	2012-12-31	$243,051
Net income (gross income less expenses)	2012-12-31	$365,769
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,072,836
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,707,067
Assets. Value of participant loans	2012-12-31	$66,315
Total contributions received or receivable from employer(s)	2012-12-31	$33,949
Value of corrective distributions	2012-12-31	$1,334
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$6,048
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : JOHNSON BROTHERS FORD 401(K) PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$135,338
Expenses. Total of all expenses incurred	2011-12-31	$475,705
Benefits paid (including direct rollovers)	2011-12-31	$463,274
Total plan assets at end of year	2011-12-31	$1,707,067
Total plan assets at beginning of year	2011-12-31	$2,047,434
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$165,903
Other income received	2011-12-31	$-63,420
Net income (gross income less expenses)	2011-12-31	$-340,367
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,707,067
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,047,434
Assets. Value of participant loans	2011-12-31	$50,968
Total contributions received or receivable from employer(s)	2011-12-31	$32,855
Value of certain deemed distributions of participant loans	2011-12-31	$1,410
Value of corrective distributions	2011-12-31	$7,911
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,110
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : JOHNSON BROTHERS FORD 401(K) PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$14,347
Total income from all sources	2010-12-31	$359,853
Expenses. Total of all expenses incurred	2010-12-31	$107,698
Benefits paid (including direct rollovers)	2010-12-31	$92,812
Total plan assets at end of year	2010-12-31	$2,047,434
Total plan assets at beginning of year	2010-12-31	$1,809,626
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$147,460
Other income received	2010-12-31	$182,747
Net income (gross income less expenses)	2010-12-31	$252,155
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,047,434
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,795,279
Assets. Value of participant loans	2010-12-31	$36,060
Total contributions received or receivable from employer(s)	2010-12-31	$29,646
Value of corrective distributions	2010-12-31	$1,198
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$13,688
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Form 5500 Responses for JOHNSON BROTHERS FORD 401(K) PLAN

2021: JOHNSON BROTHERS FORD 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JOHNSON BROTHERS FORD 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JOHNSON BROTHERS FORD 401(K) 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2013: JOHNSON BROTHERS FORD 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JOHNSON BROTHERS FORD 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JOHNSON BROTHERS FORD 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JOHNSON BROTHERS FORD 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP72661PLIDF9S8

Policy instance

Insurance contract or identification number	GP72661PLIDF9S8
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $6,750
Total amount of fees paid to insurance company	USD $1,956
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $4,032
Amount paid for insurance broker fees	7
Additional information about fees paid to insurance broker	NON MON COMP TO SLS REP
Insurance broker organization code?	4
Insurance broker name	NFP SECURITIES INC

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Company Name:	JOHNSON BROTHERS FORD II, LTD.
Employer identification number (EIN):	742919144
NAIC Classification:	441110
NAIC Description:	New Car Dealers

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1999-04-30
Company Identification Number:	0011999610
Legal Registered Office Address:	7455 S GENERAL BRUCE DR TEMPLE United States of America (USA) 76502