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| Plan Name | JERRY'S AUTOMOTIVE SERVICE LLC 401(K) PLAN AND TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | JERRY'S AUTOMOTIVE SERVICE LLC |
| Employer identification number (EIN): | 824639779 |
| NAIC Classification: | 811110 |
| NAIC Description: | Automotive Mechanical and Electrical Repair and Maintenance |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2022-01-01 | HARRISON J. KEYES | 2023-04-16 | ||
| 001 | 2021-01-01 | HARRISON J. KEYES | 2022-06-01 | ||
| 001 | 2020-01-01 | HARRISON J. KEYES | 2021-05-06 | ||
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | HARRISON J. KEYES |
| Measure | Date | Value |
|---|---|---|
| 2019: JERRY'S AUTOMOTIVE SERVICE LLC 401(K) PLAN AND TRUST 2019 401k membership | ||
| Total participants, beginning-of-year | 2019-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 9 |
| 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 | 2 |
| Total of all active and inactive participants | 2019-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 11 |
| Number of participants with account balances | 2019-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: JERRY'S AUTOMOTIVE SERVICE LLC 401(K) PLAN AND TRUST 2018 401k membership | ||
| Total participants, beginning-of-year | 2018-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 13 |
| Number of participants with account balances | 2018-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2019 : JERRY'S AUTOMOTIVE SERVICE LLC 401(K) PLAN AND TRUST 2019 401k financial data | ||
| Total income from all sources | 2019-12-31 | $261,677 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $647,208 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $639,602 |
| Total plan assets at end of year | 2019-12-31 | $772,447 |
| Total plan assets at beginning of year | 2019-12-31 | $1,157,978 |
| Value of fidelity bond covering the plan | 2019-12-31 | $210,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $62,260 |
| Other income received | 2019-12-31 | $180,791 |
| Net income (gross income less expenses) | 2019-12-31 | $-385,531 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $772,447 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,157,978 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $18,626 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $7,606 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : JERRY'S AUTOMOTIVE SERVICE LLC 401(K) PLAN AND TRUST 2018 401k financial data | ||
| Total income from all sources | 2018-12-31 | $17,506 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $893,883 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $884,475 |
| Total plan assets at end of year | 2018-12-31 | $1,157,978 |
| Total plan assets at beginning of year | 2018-12-31 | $2,034,355 |
| Value of fidelity bond covering the plan | 2018-12-31 | $210,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $65,162 |
| Other income received | 2018-12-31 | $-73,932 |
| Net income (gross income less expenses) | 2018-12-31 | $-876,377 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $1,157,978 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,034,355 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $26,276 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $9,408 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2019: JERRY'S AUTOMOTIVE SERVICE LLC 401(K) PLAN AND TRUST 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 |
| 2018: JERRY'S AUTOMOTIVE SERVICE LLC 401(K) PLAN AND TRUST 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 802967-000 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 802967-000 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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