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EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN 401k Plan overview

Plan NameEDDIE YAKLIN FORD LINCOLN MERC 401K PLAN
Plan identification number 001

EDDIE YAKLIN FORD LINCOLN MERC 401K 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.
  • 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.
  • 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

EDDIE YAKLIN FORD LINCOLN MERCURY, INC has sponsored the creation of one or more 401k plans.

Company Name:EDDIE YAKLIN FORD LINCOLN MERCURY, INC
Employer identification number (EIN):742980742
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01JUSTIN YAKLIN
0012014-01-01
0012013-01-01
0012012-01-01EDDIE YAKLIN TOM AKIN2016-02-16
0012011-01-01
0012010-01-01
0012009-01-01

Plan Statistics for EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN

401k plan membership statisitcs for EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN

Measure Date Value
2015: EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01197
Total number of active participants reported on line 7a of the Form 55002015-01-01103
Number of other retired or separated participants entitled to future benefits2015-01-01129
Total of all active and inactive participants2015-01-01232
Total participants2015-01-01232
Number of participants with account balances2015-01-01198
2014: EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01230
Total number of active participants reported on line 7a of the Form 55002014-01-0177
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01120
Total of all active and inactive participants2014-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01197
Number of participants with account balances2014-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01199
Total number of active participants reported on line 7a of the Form 55002013-01-01128
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01102
Total of all active and inactive participants2013-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01230
Number of participants with account balances2013-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01167
Total number of active participants reported on line 7a of the Form 55002012-01-01102
Number of other retired or separated participants entitled to future benefits2012-01-0197
Total of all active and inactive participants2012-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01199
Number of participants with account balances2012-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01148
Total number of active participants reported on line 7a of the Form 55002011-01-0188
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0179
Total of all active and inactive participants2011-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01167
Number of participants with account balances2011-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01148
Total number of active participants reported on line 7a of the Form 55002010-01-01150
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0140
Total of all active and inactive participants2010-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01190
Number of participants with account balances2010-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01155
Total number of active participants reported on line 7a of the Form 55002009-01-01116
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0132
Total of all active and inactive participants2009-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01148
Number of participants with account balances2009-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN

Measure Date Value
2015 : EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to 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
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$107,683
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$127,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$122,068
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$108,202
Value of total assets at end of year2015-12-31$633,146
Value of total assets at beginning of year2015-12-31$652,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,368
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$1,327
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$32,924
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$32,924
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$108,202
Participant contributions at end of year2015-12-31$9,363
Participant contributions at beginning of year2015-12-31$15,271
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$5,368
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-19,753
Value of net assets at end of year (total assets less liabilities)2015-12-31$633,146
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$652,899
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$569,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$584,437
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$1,319
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$53,937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$53,191
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$53,191
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$8
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-34,770
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$122,068
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31AKIN DOHERTY KLEIN & FEUGE P.C.
Accountancy firm EIN2015-12-31742606559
2014 : EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$177,065
Total of all expenses incurred2014-12-31$340,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$336,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$138,002
Value of total assets at end of year2014-12-31$652,899
Value of total assets at beginning of year2014-12-31$816,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,469
Total interest from all sources2014-12-31$879
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$47,571
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$47,571
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$125,239
Participant contributions at end of year2014-12-31$15,271
Participant contributions at beginning of year2014-12-31$14,595
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$12,763
Administrative expenses (other) incurred2014-12-31$4,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-163,504
Value of net assets at end of year (total assets less liabilities)2014-12-31$652,899
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$816,403
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$584,437
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$729,142
Interest on participant loans2014-12-31$871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$53,191
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$72,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$72,666
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$8
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-9,387
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$336,100
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31AKIN, DOHERTY, KLEIN & FEUGE, P.C.
Accountancy firm EIN2014-12-31742606559
2013 : EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$333,310
Total of all expenses incurred2013-12-31$152,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$148,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$234,978
Value of total assets at end of year2013-12-31$816,403
Value of total assets at beginning of year2013-12-31$635,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,856
Total interest from all sources2013-12-31$1,053
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$30,075
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$30,075
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$135,710
Participant contributions at end of year2013-12-31$14,595
Participant contributions at beginning of year2013-12-31$9,987
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$99,268
Administrative expenses (other) incurred2013-12-31$3,856
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$180,637
Value of net assets at end of year (total assets less liabilities)2013-12-31$816,403
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$635,766
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$729,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$397,614
Interest on participant loans2013-12-31$1,035
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$72,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$228,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$228,165
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$67,204
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$148,817
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31AKIN, DOHERTY, KLEIN & FEUGE, P.C.
Accountancy firm EIN2013-12-31742606559
2012 : EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$150,275
Total of all expenses incurred2012-12-31$86,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$83,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$104,593
Value of total assets at end of year2012-12-31$635,766
Value of total assets at beginning of year2012-12-31$572,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,775
Total interest from all sources2012-12-31$1,324
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$8,748
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$8,748
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$104,593
Participant contributions at end of year2012-12-31$9,987
Participant contributions at beginning of year2012-12-31$20,146
Other income not declared elsewhere2012-12-31$1
Administrative expenses (other) incurred2012-12-31$3,775
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$63,362
Value of net assets at end of year (total assets less liabilities)2012-12-31$635,766
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$572,404
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$397,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$348,951
Interest on participant loans2012-12-31$1,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$228,165
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$203,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$203,307
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$22
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$35,609
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$83,138
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31AKIN, DOHERTY, KLEIN & FEUGE, P.C.
Accountancy firm EIN2012-12-31742606559
2011 : EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$167,422
Total of all expenses incurred2011-12-31$356,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$344,155
Expenses. Certain deemed distributions of participant loans2011-12-31$4,513
Value of total corrective distributions2011-12-31$4,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$167,610
Value of total assets at end of year2011-12-31$572,404
Value of total assets at beginning of year2011-12-31$761,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,578
Total interest from all sources2011-12-31$4,016
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$14,577
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$14,577
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$134,961
Participant contributions at end of year2011-12-31$20,146
Participant contributions at beginning of year2011-12-31$66,977
Administrative expenses (other) incurred2011-12-31$3,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-189,169
Value of net assets at end of year (total assets less liabilities)2011-12-31$572,404
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$761,573
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$348,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$533,346
Interest on participant loans2011-12-31$2,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$203,307
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$161,250
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$161,250
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,021
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-18,781
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$32,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$344,155
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31AKIN, DOHERTY, KLEIN & FEUGE, P.C.
Accountancy firm EIN2011-12-31742606559
2010 : EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$268,224
Total of all expenses incurred2010-12-31$32,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$26,023
Expenses. Certain deemed distributions of participant loans2010-12-31$2,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$203,244
Value of total assets at end of year2010-12-31$761,573
Value of total assets at beginning of year2010-12-31$525,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,043
Total interest from all sources2010-12-31$2,606
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$11,324
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$11,324
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$169,649
Participant contributions at end of year2010-12-31$66,977
Participant contributions at beginning of year2010-12-31$55,799
Administrative expenses (other) incurred2010-12-31$4,043
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$235,978
Value of net assets at end of year (total assets less liabilities)2010-12-31$761,573
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$525,595
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$533,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$363,683
Interest on participant loans2010-12-31$2,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$161,250
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$106,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$106,113
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$56
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$51,050
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
Contributions received in cash from employer2010-12-31$33,595
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$26,023
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31AKIN, DOHERTY, KLEIN & FEUGE, P.C.
Accountancy firm EIN2010-12-31742606559
2009 : EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN 2009 401k financial data
Total income from all sources (including contributions)2009-12-31$252,861
Total of all expenses incurred2009-12-31$47,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2009-12-31$44,202
Expenses. Certain deemed distributions of participant loans2009-12-31$326
Total contributions o plan (from employers,participants, others, non cash contrinutions)2009-12-31$169,037
Value of total assets at end of year2009-12-31$525,595
Value of total assets at beginning of year2009-12-31$320,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2009-12-31$3,258
Total interest from all sources2009-12-31$2,326
Total dividends received (eg from common stock, registered investment company shares)2009-12-31$9,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2009-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2009-12-31$9,177
Was this plan covered by a fidelity bond2009-12-31Yes
Value of fidelity bond cover2009-12-31$100,000
If this is an individual account plan, was there a blackout period2009-12-31No
Were there any nonexempt tranactions with any party-in-interest2009-12-31No
Contributions received from participants2009-12-31$136,902
Participant contributions at end of year2009-12-31$55,799
Participant contributions at beginning of year2009-12-31$30,759
Administrative expenses (other) incurred2009-12-31$3,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Value of net income/loss2009-12-31$205,075
Value of net assets at end of year (total assets less liabilities)2009-12-31$525,595
Value of net assets at beginning of year (total assets less liabilities)2009-12-31$320,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2009-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2009-12-31No
Were any leases to which the plan was party in default or uncollectible2009-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2009-12-31$363,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2009-12-31$209,086
Interest on participant loans2009-12-31$1,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2009-12-31$106,113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2009-12-31$80,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2009-12-31$80,675
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2009-12-31$552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2009-12-31$72,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2009-12-31No
Was there a failure to transmit to the plan any participant contributions2009-12-31No
Has the plan failed to provide any benefit when due under the plan2009-12-31No
Contributions received in cash from employer2009-12-31$32,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2009-12-31$44,202
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32009-12-31No
Did the plan have assets held for investment2009-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2009-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2009-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2009-12-31Yes
Opinion of an independent qualified public accountant for this plan2009-12-31Disclaimer
Accountancy firm name2009-12-31AKIN, DOHERTY, KLEIN & FEUGE, P.C.
Accountancy firm EIN2009-12-31742606559

Form 5500 Responses for EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN

2015: EDDIE YAKLIN FORD LINCOLN MERC 401K 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: EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: EDDIE YAKLIN FORD LINCOLN MERC 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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