401k Plan data: THE STEVENS 401K AND PROFIT SHARING PLAN plan

THE STEVENS 401K AND PROFIT SHARING PLAN 401k Plan overview

Plan Name	THE STEVENS 401K AND PROFIT SHARING PLAN
Plan identification number	002

THE STEVENS 401K AND PROFIT SHARING 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

STEVENS FORD INC. has sponsored the creation of one or more 401k plans.

Company Name: STEVENS FORD INC.

Employer identification number (EIN): 060645766

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE STEVENS 401K AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01
002 2014-01-01 DAVID STEVENS
002 2013-01-01 SHELBY FALLOON
002 2012-01-01 ANNETTE LERMAN ANNETTE LERMAN 2013-10-10
002 2011-01-01 ANNETTE LERMAN
002 2009-01-01 ANNETTE LERMAN

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01
002	2014-01-01	DAVID STEVENS
002	2013-01-01	SHELBY FALLOON
002	2012-01-01	ANNETTE LERMAN	ANNETTE LERMAN	2013-10-10
002	2011-01-01	ANNETTE LERMAN
002	2009-01-01	ANNETTE LERMAN

Plan Statistics for THE STEVENS 401K AND PROFIT SHARING PLAN

401k plan membership statisitcs for THE STEVENS 401K AND PROFIT SHARING PLAN

Measure Date Value
2018: THE STEVENS 401K AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 51
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 22
Total of all active and inactive participants 2018-01-01 73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 73
Number of participants with account balances 2018-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2014: THE STEVENS 401K AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 76
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 32
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 29
Total of all active and inactive participants 2014-01-01 61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 61
Number of participants with account balances 2014-01-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: THE STEVENS 401K AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 77
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 51
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 25
Total of all active and inactive participants 2013-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 76
Number of participants with account balances 2013-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: THE STEVENS 401K AND PROFIT SHARING 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 47
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 28
Total of all active and inactive participants 2012-01-01 75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 77
Number of participants with account balances 2012-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 1
2011: THE STEVENS 401K AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 51
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 29
Total of all active and inactive participants 2011-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 82
Number of participants with account balances 2011-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2009: THE STEVENS 401K AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 80
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 69
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 24
Total of all active and inactive participants 2009-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 94
Number of participants with account balances 2009-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: THE STEVENS 401K AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	51
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	22
Total of all active and inactive participants	2018-01-01	73
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	73
Number of participants with account balances	2018-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2014: THE STEVENS 401K AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	76
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	32
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	29
Total of all active and inactive participants	2014-01-01	61
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	61
Number of participants with account balances	2014-01-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: THE STEVENS 401K AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	77
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	51
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	25
Total of all active and inactive participants	2013-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	76
Number of participants with account balances	2013-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: THE STEVENS 401K AND PROFIT SHARING 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	47
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	28
Total of all active and inactive participants	2012-01-01	75
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	77
Number of participants with account balances	2012-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	1
2011: THE STEVENS 401K AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	51
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	29
Total of all active and inactive participants	2011-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	82
Number of participants with account balances	2011-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2009: THE STEVENS 401K AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	80
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	69
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	24
Total of all active and inactive participants	2009-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	94
Number of participants with account balances	2009-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on THE STEVENS 401K AND PROFIT SHARING PLAN

Measure	Date	Value
2018 : THE STEVENS 401K AND PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$23,523
Expenses. Total of all expenses incurred	2018-12-31	$152,605
Benefits paid (including direct rollovers)	2018-12-31	$136,044
Total plan assets at end of year	2018-12-31	$1,454,738
Total plan assets at beginning of year	2018-12-31	$1,583,820
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$66,998
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-47,859
Net income (gross income less expenses)	2018-12-31	$-129,082
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$1,454,738
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,583,820
Assets. Value of participant loans	2018-12-31	$55,124
Total contributions received or receivable from employer(s)	2018-12-31	$4,384
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$7,015
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$9,546
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$0
Amount contributed by the employer to the plan for this plan year	2018-12-31	$0
2014 : THE STEVENS 401K AND PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$193,993
Expenses. Total of all expenses incurred	2014-12-31	$457,023
Benefits paid (including direct rollovers)	2014-12-31	$441,513
Total plan assets at end of year	2014-12-31	$2,671,502
Total plan assets at beginning of year	2014-12-31	$2,934,532
Value of fidelity bond covering the plan	2014-12-31	$400,000
Total contributions received or receivable from participants	2014-12-31	$56,204
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$3,885
Other income received	2014-12-31	$133,904
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$-263,030
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,671,502
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,934,532
Assets. Value of participant loans	2014-12-31	$56,119
Total contributions received or receivable from employer(s)	2014-12-31	$0
Value of certain deemed distributions of participant loans	2014-12-31	$2,536
Value of corrective distributions	2014-12-31	$12,472
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$502
2013 : THE STEVENS 401K AND PROFIT SHARING 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	$606,187
Expenses. Total of all expenses incurred	2013-12-31	$190,210
Benefits paid (including direct rollovers)	2013-12-31	$189,123
Total plan assets at end of year	2013-12-31	$2,934,532
Total plan assets at beginning of year	2013-12-31	$2,518,555
Value of fidelity bond covering the plan	2013-12-31	$400,000
Total contributions received or receivable from participants	2013-12-31	$64,201
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	$541,986
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$415,977
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,934,532
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,518,555
Assets. Value of participant loans	2013-12-31	$124,452
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,087
2012 : THE STEVENS 401K AND PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$410,566
Expenses. Total of all expenses incurred	2012-12-31	$260,723
Benefits paid (including direct rollovers)	2012-12-31	$259,640
Total plan assets at end of year	2012-12-31	$2,518,555
Total plan assets at beginning of year	2012-12-31	$2,368,712
Value of fidelity bond covering the plan	2012-12-31	$400,000
Total contributions received or receivable from participants	2012-12-31	$107,080
Other income received	2012-12-31	$303,486
Net income (gross income less expenses)	2012-12-31	$149,843
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,518,555
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,368,712
Assets. Value of participant loans	2012-12-31	$112,710
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$1,083
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : THE STEVENS 401K AND PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-20,042
Expenses. Total of all expenses incurred	2011-12-31	$283,596
Benefits paid (including direct rollovers)	2011-12-31	$291,710
Total plan assets at end of year	2011-12-31	$2,368,712
Total plan assets at beginning of year	2011-12-31	$2,672,350
Value of fidelity bond covering the plan	2011-12-31	$400,000
Total contributions received or receivable from participants	2011-12-31	$97,746
Other income received	2011-12-31	$-117,788
Net income (gross income less expenses)	2011-12-31	$-303,638
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,368,712
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,672,350
Assets. Value of participant loans	2011-12-31	$78,313
Value of certain deemed distributions of participant loans	2011-12-31	$-9,067
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$953
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : THE STEVENS 401K AND PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$453,502
Expenses. Total of all expenses incurred	2010-12-31	$230,202
Benefits paid (including direct rollovers)	2010-12-31	$227,310
Total plan assets at end of year	2010-12-31	$2,672,350
Total plan assets at beginning of year	2010-12-31	$2,449,050
Value of fidelity bond covering the plan	2010-12-31	$400,000
Total contributions received or receivable from participants	2010-12-31	$125,326
Other income received	2010-12-31	$328,148
Net income (gross income less expenses)	2010-12-31	$223,300
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,672,350
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,449,050
Assets. Value of participant loans	2010-12-31	$81,869
Total contributions received or receivable from employer(s)	2010-12-31	$28
Value of corrective distributions	2010-12-31	$2,042
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$850
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : THE STEVENS 401K AND PROFIT SHARING PLAN 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

Form 5500 Responses for THE STEVENS 401K AND PROFIT SHARING PLAN

2018: THE STEVENS 401K AND PROFIT SHARING PLAN 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
2014: THE STEVENS 401K AND PROFIT SHARING PLAN 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: THE STEVENS 401K AND PROFIT SHARING 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: THE STEVENS 401K AND PROFIT SHARING 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: THE STEVENS 401K AND PROFIT SHARING 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 funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: THE STEVENS 401K AND PROFIT SHARING PLAN 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	STEVENS FORD INC.
Employer identification number (EIN):	060645766
NAIC Classification:	441110
NAIC Description:	New Car Dealers