Plan Name | SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SHERRELL CHEVROLET, INC. |
Employer identification number (EIN): | 930551780 |
NAIC Classification: | 441110 |
NAIC Description: | New Car Dealers |
Additional information about SHERRELL CHEVROLET, INC.
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 2059-06-19 |
Company Identification Number: | 6237119 |
Legal Registered Office Address: |
2258 N 1ST ST HERMISTON United States of America (USA) 97838 |
More information about SHERRELL CHEVROLET, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | DAVID CHRISTIANSEN | 2024-08-19 | ||
001 | 2022-01-01 | DAVID CHRISTIANSEN | 2023-05-29 | ||
001 | 2021-01-01 | DAVID CHRISTIANSEN | 2022-03-21 | ||
001 | 2020-01-01 | DAVID CHRISTIANSEN | 2021-03-07 | ||
001 | 2019-01-01 | DAVID CHRISTIANSEN | 2020-03-26 | ||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | DAVID CHRISTIANSEN | |||
001 | 2015-01-01 | DAVID CHRISTIANSEN | |||
001 | 2014-01-01 | DAVID CHRISTIANSEN | |||
001 | 2013-01-01 | DAVID CHRISTIANSEN | DAVID CHRISTIANSEN | 2014-07-11 | |
001 | 2012-01-01 | DAVID CHRISTIANSEN | DAVID CHRISTIANSEN | 2013-07-24 | |
001 | 2011-01-01 | DAVID CHRISTIANSEN | DAVID CHRISTIANSEN | 2012-07-06 | |
001 | 2010-01-01 | DAVID CHRISTIANSEN | DAVID CHRISTIANSEN | 2011-07-15 | |
001 | 2009-01-01 | DAVID CHRISTIANSEN | DAVID CHRISTIANSEN | 2010-07-09 |
Measure | Date | Value |
---|---|---|
2023: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2023 401k membership | ||
Total participants, beginning-of-year | 2023-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2023-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 5 |
Total of all active and inactive participants | 2023-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 0 |
Total participants | 2023-01-01 | 20 |
Number of participants with account balances | 2023-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 0 |
2022: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 7 |
Total of all active and inactive participants | 2022-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 20 |
Number of participants with account balances | 2022-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 6 |
Total of all active and inactive participants | 2021-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 19 |
Number of participants with account balances | 2021-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 1 |
2020: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 6 |
Total of all active and inactive participants | 2020-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 19 |
Number of participants with account balances | 2020-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 13 |
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 | 7 |
Total of all active and inactive participants | 2019-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 20 |
Number of participants with account balances | 2019-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2018: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 13 |
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 | 8 |
Total of all active and inactive participants | 2018-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 21 |
Number of participants with account balances | 2018-01-01 | 18 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 3 |
2017: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 23 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 16 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 7 |
Total of all active and inactive participants | 2017-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 23 |
Number of participants with account balances | 2017-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 3 |
2016: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 5 |
Total of all active and inactive participants | 2016-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 21 |
Number of participants with account balances | 2016-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 18 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 4 |
Total of all active and inactive participants | 2015-01-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 22 |
Number of participants with account balances | 2015-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 17 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 4 |
Total of all active and inactive participants | 2014-01-01 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 21 |
Number of participants with account balances | 2014-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 2 |
2013: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 12 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
Total of all active and inactive participants | 2013-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 19 |
Number of participants with account balances | 2013-01-01 | 19 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 4 |
2012: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 21 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
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 | 21 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 21 |
Number of participants with account balances | 2012-01-01 | 21 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 19 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 2 |
Total of all active and inactive participants | 2011-01-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 20 |
Number of participants with account balances | 2011-01-01 | 1 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 16 |
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 | 0 |
Total of all active and inactive participants | 2010-01-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 18 |
Number of participants with account balances | 2010-01-01 | 14 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 3 |
2009: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 18 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 6 |
Total of all active and inactive participants | 2009-01-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 19 |
Number of participants with account balances | 2009-01-01 | 17 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
---|---|---|
2023 : SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data | ||
Total income from all sources | 2023-12-31 | $157,519 |
Expenses. Total of all expenses incurred | 2023-12-31 | $212,350 |
Benefits paid (including direct rollovers) | 2023-12-31 | $209,265 |
Total plan assets at end of year | 2023-12-31 | $803,361 |
Total plan assets at beginning of year | 2023-12-31 | $858,192 |
Value of fidelity bond covering the plan | 2023-12-31 | $80,400 |
Total contributions received or receivable from participants | 2023-12-31 | $34,334 |
Other income received | 2023-12-31 | $110,288 |
Net income (gross income less expenses) | 2023-12-31 | $-54,831 |
Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $803,361 |
Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $858,192 |
Assets. Value of participant loans | 2023-12-31 | $4,478 |
Total contributions received or receivable from employer(s) | 2023-12-31 | $12,897 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $3,085 |
2022 : SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data | ||
Total income from all sources | 2022-12-31 | $-102,429 |
Expenses. Total of all expenses incurred | 2022-12-31 | $2,610 |
Total plan assets at end of year | 2022-12-31 | $858,192 |
Total plan assets at beginning of year | 2022-12-31 | $963,231 |
Value of fidelity bond covering the plan | 2022-12-31 | $85,825 |
Total contributions received or receivable from participants | 2022-12-31 | $30,846 |
Other income received | 2022-12-31 | $-144,218 |
Net income (gross income less expenses) | 2022-12-31 | $-105,039 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $858,192 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $963,231 |
Assets. Value of participant loans | 2022-12-31 | $8,766 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $10,943 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $2,610 |
2021 : SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data | ||
Total income from all sources | 2021-12-31 | $132,022 |
Expenses. Total of all expenses incurred | 2021-12-31 | $102,247 |
Benefits paid (including direct rollovers) | 2021-12-31 | $99,497 |
Total plan assets at end of year | 2021-12-31 | $963,231 |
Total plan assets at beginning of year | 2021-12-31 | $933,456 |
Value of fidelity bond covering the plan | 2021-12-31 | $97,000 |
Total contributions received or receivable from participants | 2021-12-31 | $26,741 |
Other income received | 2021-12-31 | $94,282 |
Net income (gross income less expenses) | 2021-12-31 | $29,775 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $963,231 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $933,456 |
Assets. Value of participant loans | 2021-12-31 | $12,814 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $10,999 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $2,750 |
2020 : SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data | ||
Total income from all sources | 2020-12-31 | $155,499 |
Expenses. Total of all expenses incurred | 2020-12-31 | $7,085 |
Benefits paid (including direct rollovers) | 2020-12-31 | $4,430 |
Total plan assets at end of year | 2020-12-31 | $933,456 |
Total plan assets at beginning of year | 2020-12-31 | $785,042 |
Value of fidelity bond covering the plan | 2020-12-31 | $94,000 |
Total contributions received or receivable from participants | 2020-12-31 | $25,020 |
Other income received | 2020-12-31 | $119,349 |
Net income (gross income less expenses) | 2020-12-31 | $148,414 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $933,456 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $785,042 |
Assets. Value of participant loans | 2020-12-31 | $16,735 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $11,130 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $2,655 |
2019 : SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data | ||
Total income from all sources | 2019-12-31 | $140,907 |
Expenses. Total of all expenses incurred | 2019-12-31 | $12,588 |
Benefits paid (including direct rollovers) | 2019-12-31 | $9,758 |
Total plan assets at end of year | 2019-12-31 | $785,042 |
Total plan assets at beginning of year | 2019-12-31 | $656,723 |
Value of fidelity bond covering the plan | 2019-12-31 | $79,000 |
Total contributions received or receivable from participants | 2019-12-31 | $23,380 |
Other income received | 2019-12-31 | $106,187 |
Net income (gross income less expenses) | 2019-12-31 | $128,319 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $785,042 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $656,723 |
Assets. Value of participant loans | 2019-12-31 | $20,989 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $11,340 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $2,830 |
2018 : SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2018 401k financial data | ||
Total income from all sources | 2018-12-31 | $13,165 |
Expenses. Total of all expenses incurred | 2018-12-31 | $108,216 |
Benefits paid (including direct rollovers) | 2018-12-31 | $105,741 |
Total plan assets at end of year | 2018-12-31 | $656,723 |
Total plan assets at beginning of year | 2018-12-31 | $751,774 |
Value of fidelity bond covering the plan | 2018-12-31 | $66,000 |
Total contributions received or receivable from participants | 2018-12-31 | $32,181 |
Other income received | 2018-12-31 | $-34,270 |
Net income (gross income less expenses) | 2018-12-31 | $-95,051 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $656,723 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $751,774 |
Assets. Value of participant loans | 2018-12-31 | $6,486 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $15,254 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,475 |
2017 : SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data | ||
Total income from all sources | 2017-12-31 | $146,278 |
Expenses. Total of all expenses incurred | 2017-12-31 | $159,038 |
Benefits paid (including direct rollovers) | 2017-12-31 | $158,013 |
Total plan assets at end of year | 2017-12-31 | $751,774 |
Total plan assets at beginning of year | 2017-12-31 | $764,534 |
Value of fidelity bond covering the plan | 2017-12-31 | $76,000 |
Total contributions received or receivable from participants | 2017-12-31 | $22,644 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $26,181 |
Other income received | 2017-12-31 | $86,739 |
Net income (gross income less expenses) | 2017-12-31 | $-12,760 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $751,774 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $764,534 |
Assets. Value of participant loans | 2017-12-31 | $14,366 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $10,714 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $1,025 |
2016 : SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data | ||
Total income from all sources | 2016-12-31 | $67,434 |
Expenses. Total of all expenses incurred | 2016-12-31 | $29,230 |
Benefits paid (including direct rollovers) | 2016-12-31 | $28,230 |
Total plan assets at end of year | 2016-12-31 | $764,534 |
Total plan assets at beginning of year | 2016-12-31 | $726,330 |
Value of fidelity bond covering the plan | 2016-12-31 | $73,000 |
Total contributions received or receivable from participants | 2016-12-31 | $24,256 |
Other income received | 2016-12-31 | $31,562 |
Net income (gross income less expenses) | 2016-12-31 | $38,204 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $764,534 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $726,330 |
Assets. Value of participant loans | 2016-12-31 | $21,919 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $11,616 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1,000 |
2015 : SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data | ||
Total income from all sources | 2015-12-31 | $125,414 |
Expenses. Total of all expenses incurred | 2015-12-31 | $348,247 |
Benefits paid (including direct rollovers) | 2015-12-31 | $346,672 |
Total plan assets at end of year | 2015-12-31 | $726,330 |
Total plan assets at beginning of year | 2015-12-31 | $949,163 |
Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
Total contributions received or receivable from participants | 2015-12-31 | $17,264 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $103,000 |
Other income received | 2015-12-31 | $-3,273 |
Net income (gross income less expenses) | 2015-12-31 | $-222,833 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $726,330 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $949,163 |
Assets. Value of participant loans | 2015-12-31 | $29,158 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $8,423 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $1,575 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data | ||
Total income from all sources | 2014-12-31 | $59,315 |
Expenses. Total of all expenses incurred | 2014-12-31 | $86,478 |
Benefits paid (including direct rollovers) | 2014-12-31 | $86,478 |
Total plan assets at end of year | 2014-12-31 | $949,163 |
Total plan assets at beginning of year | 2014-12-31 | $976,326 |
Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
Total contributions received or receivable from participants | 2014-12-31 | $21,223 |
Other income received | 2014-12-31 | $27,775 |
Net income (gross income less expenses) | 2014-12-31 | $-27,163 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $949,163 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $976,326 |
Assets. Value of participant loans | 2014-12-31 | $30,623 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $10,317 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $115,770 |
Expenses. Total of all expenses incurred | 2013-12-31 | $66,651 |
Benefits paid (including direct rollovers) | 2013-12-31 | $66,551 |
Total plan assets at end of year | 2013-12-31 | $976,326 |
Total plan assets at beginning of year | 2013-12-31 | $927,207 |
Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
Total contributions received or receivable from participants | 2013-12-31 | $26,065 |
Other income received | 2013-12-31 | $76,955 |
Net income (gross income less expenses) | 2013-12-31 | $49,119 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $976,326 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $927,207 |
Assets. Value of participant loans | 2013-12-31 | $1,687 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $12,750 |
Value of corrective distributions | 2013-12-31 | $100 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $120,562 |
Expenses. Total of all expenses incurred | 2012-12-31 | $21,015 |
Benefits paid (including direct rollovers) | 2012-12-31 | $20,915 |
Total plan assets at end of year | 2012-12-31 | $927,207 |
Total plan assets at beginning of year | 2012-12-31 | $827,660 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $25,294 |
Other income received | 2012-12-31 | $82,661 |
Net income (gross income less expenses) | 2012-12-31 | $99,547 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $927,207 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $827,660 |
Assets. Value of participant loans | 2012-12-31 | $14,759 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $12,607 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $100 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $5,873 |
Expenses. Total of all expenses incurred | 2011-12-31 | $26,785 |
Benefits paid (including direct rollovers) | 2011-12-31 | $26,629 |
Total plan assets at end of year | 2011-12-31 | $827,660 |
Total plan assets at beginning of year | 2011-12-31 | $848,572 |
Value of fidelity bond covering the plan | 2011-12-31 | $85,000 |
Total contributions received or receivable from participants | 2011-12-31 | $19,710 |
Other income received | 2011-12-31 | $-23,692 |
Net income (gross income less expenses) | 2011-12-31 | $-20,912 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $827,660 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $848,572 |
Assets. Value of participant loans | 2011-12-31 | $25,834 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $9,855 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $156 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $113,782 |
Expenses. Total of all expenses incurred | 2010-12-31 | $20,706 |
Benefits paid (including direct rollovers) | 2010-12-31 | $20,506 |
Total plan assets at end of year | 2010-12-31 | $848,572 |
Total plan assets at beginning of year | 2010-12-31 | $755,496 |
Total contributions received or receivable from participants | 2010-12-31 | $16,794 |
Other income received | 2010-12-31 | $88,507 |
Net income (gross income less expenses) | 2010-12-31 | $93,076 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $848,572 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $755,496 |
Assets. Value of participant loans | 2010-12-31 | $21,835 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $8,481 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $200 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2023: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2023 form 5500 responses | ||
---|---|---|
2023-01-01 | Type of plan entity | Single employer plan |
2023-01-01 | Submission has been amended | No |
2023-01-01 | This submission is the final filing | No |
2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2023-01-01 | Plan is a collectively bargained plan | No |
2023-01-01 | Plan funding arrangement – Trust | Yes |
2023-01-01 | Plan benefit arrangement - Trust | Yes |
2022: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses | ||
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 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: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
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: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & 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 – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & 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 – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 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: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 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 is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 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: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 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 is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SHERRELL CHEVROLET INC. 401(K) PROFIT SHARING PLAN & TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |