401k Plan data: ELK GROVE FORD 401K PLAN plan

ELK GROVE FORD 401K PLAN 401k Plan overview

Plan Name	ELK GROVE FORD 401K PLAN
Plan identification number	001

ELK GROVE FORD 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
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.
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

PERFORMANCE AUTOMOTIVE GROUP INC DBA ELK GROVE FORD has sponsored the creation of one or more 401k plans.

Company Name: PERFORMANCE AUTOMOTIVE GROUP INC DBA ELK GROVE FORD

Employer identification number (EIN): 273649012

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELK GROVE FORD 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 WENDY S BROWN 2023-12-12 WENDY S BROWN 2023-12-12
001 2022-01-01 WENDY S. BROWN 2023-10-16 WENDY S. BROWN 2023-10-16
001 2021-01-01 SUSANNE EVASCHUK 2022-10-11 SUSANNE EVASCHUK 2022-10-11
001 2020-01-01 MATTHEW WOOD 2021-10-12 MATTHEW WOOD 2021-10-12
001 2019-01-01 SUSANNE EVASCHUK 2020-10-01 SUSANNE EVASCHUK 2020-10-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2013-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	WENDY S BROWN	2023-12-12	WENDY S BROWN	2023-12-12
001	2022-01-01	WENDY S. BROWN	2023-10-16	WENDY S. BROWN	2023-10-16
001	2021-01-01	SUSANNE EVASCHUK	2022-10-11	SUSANNE EVASCHUK	2022-10-11
001	2020-01-01	MATTHEW WOOD	2021-10-12	MATTHEW WOOD	2021-10-12
001	2019-01-01	SUSANNE EVASCHUK	2020-10-01	SUSANNE EVASCHUK	2020-10-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2013-01-01

Plan Statistics for ELK GROVE FORD 401K PLAN

401k plan membership statisitcs for ELK GROVE FORD 401K PLAN

Measure Date Value
2023: ELK GROVE FORD 401K PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 0
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 0
Total of all active and inactive participants 2023-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 0
Number of participants with account balances 2023-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: ELK GROVE FORD 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2
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 21
Total of all active and inactive participants 2022-01-01 23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 23
Number of participants with account balances 2022-01-01 21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ELK GROVE FORD 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 158
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 35
Total of all active and inactive participants 2021-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 193
Number of participants with account balances 2021-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ELK GROVE FORD 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 243
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 165
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 36
Total of all active and inactive participants 2020-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 201
Number of participants with account balances 2020-01-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ELK GROVE FORD 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 209
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 33
Total of all active and inactive participants 2019-01-01 242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 242
Number of participants with account balances 2019-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2017: ELK GROVE FORD 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 205
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 20
Total of all active and inactive participants 2017-01-01 225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 225
Number of participants with account balances 2017-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2023: ELK GROVE FORD 401K PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	0
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	0
Total of all active and inactive participants	2023-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	0
Number of participants with account balances	2023-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: ELK GROVE FORD 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2
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	21
Total of all active and inactive participants	2022-01-01	23
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	23
Number of participants with account balances	2022-01-01	21
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ELK GROVE FORD 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	158
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	35
Total of all active and inactive participants	2021-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	193
Number of participants with account balances	2021-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ELK GROVE FORD 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	243
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	165
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	36
Total of all active and inactive participants	2020-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	201
Number of participants with account balances	2020-01-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ELK GROVE FORD 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	209
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	33
Total of all active and inactive participants	2019-01-01	242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	242
Number of participants with account balances	2019-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2017: ELK GROVE FORD 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	205
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	20
Total of all active and inactive participants	2017-01-01	225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	225
Number of participants with account balances	2017-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on ELK GROVE FORD 401K PLAN

Measure	Date	Value
2023 : ELK GROVE FORD 401K PLAN 2023 401k financial data
Total income from all sources	2023-02-21	$2,838
Expenses. Total of all expenses incurred	2023-02-21	$41,971
Benefits paid (including direct rollovers)	2023-02-21	$38,954
Total plan assets at end of year	2023-02-21	$0
Total plan assets at beginning of year	2023-02-21	$39,133
Value of fidelity bond covering the plan	2023-02-21	$200,000
Other income received	2023-02-21	$2,838
Net income (gross income less expenses)	2023-02-21	$-39,133
Net plan assets at end of year (total assets less liabilities)	2023-02-21	$0
Net plan assets at beginning of year (total assets less liabilities)	2023-02-21	$39,133
Expenses. Administrative service providers (salaries,fees and commissions)	2023-02-21	$3,017
2022 : ELK GROVE FORD 401K PLAN 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$33
Total income from all sources (including contributions)	2022-12-31	$-145,371
Total of all expenses incurred	2022-12-31	$1,744,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,594,574
Value of total corrective distributions	2022-12-31	$125,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$178,879
Value of total assets at end of year	2022-12-31	$39,133
Value of total assets at beginning of year	2022-12-31	$1,929,394
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$25,193
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$11,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$11,576
Administrative expenses professional fees incurred	2022-12-31	$25,193
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$200,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$178,879
Liabilities. Value of operating payables at beginning of year	2022-12-31	$33
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,890,228
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$39,133
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,929,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$39,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,929,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-335,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,594,574
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2022-12-31	814637885
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$33
Total income from all sources (including contributions)	2022-01-01	$-145,371
Total of all expenses incurred	2022-01-01	$1,744,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$1,594,574
Value of total corrective distributions	2022-01-01	$125,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$178,879
Value of total assets at end of year	2022-01-01	$39,133
Value of total assets at beginning of year	2022-01-01	$1,929,394
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$25,193
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$11,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-01-01	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$11,576
Administrative expenses professional fees incurred	2022-01-01	$25,193
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$200,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$178,879
Liabilities. Value of operating payables at beginning of year	2022-01-01	$33
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-1,890,228
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$39,133
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$1,929,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$39,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$1,929,394
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-335,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$1,594,574
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	LEE CPA AUDIT GROUP
Accountancy firm EIN	2022-01-01	814637885
2021 : ELK GROVE FORD 401K PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$33
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$49
Total income from all sources (including contributions)	2021-12-31	$465,173
Total of all expenses incurred	2021-12-31	$297,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$231,232
Value of total corrective distributions	2021-12-31	$45,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$204,128
Value of total assets at end of year	2021-12-31	$1,929,394
Value of total assets at beginning of year	2021-12-31	$1,761,596
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$20,151
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$110,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$110,956
Administrative expenses professional fees incurred	2021-12-31	$20,151
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$180,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$204,128
Liabilities. Value of operating payables at end of year	2021-12-31	$33
Liabilities. Value of operating payables at beginning of year	2021-12-31	$49
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$167,814
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,929,361
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,761,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,929,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,761,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$150,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$231,232
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2021-12-31	814637885
2020 : ELK GROVE FORD 401K PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$49
Total income from all sources (including contributions)	2020-12-31	$503,582
Total of all expenses incurred	2020-12-31	$294,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$251,459
Value of total corrective distributions	2020-12-31	$30,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$226,237
Value of total assets at end of year	2020-12-31	$1,761,596
Value of total assets at beginning of year	2020-12-31	$1,552,456
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$12,749
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$62,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$62,795
Administrative expenses professional fees incurred	2020-12-31	$12,749
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$160,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$213,821
Liabilities. Value of operating payables at end of year	2020-12-31	$49
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$209,091
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,761,547
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,552,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,761,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,552,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$214,550
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$12,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$251,459
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2020-12-31	814637885
2019 : ELK GROVE FORD 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$520,326
Total income from all sources (including contributions)	2019-12-31	$520,326
Total of all expenses incurred	2019-12-31	$186,784
Total of all expenses incurred	2019-12-31	$186,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$129,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$129,493
Value of total corrective distributions	2019-12-31	$38,476
Value of total corrective distributions	2019-12-31	$38,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$256,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$256,315
Value of total assets at end of year	2019-12-31	$1,552,456
Value of total assets at end of year	2019-12-31	$1,552,456
Value of total assets at beginning of year	2019-12-31	$1,218,914
Value of total assets at beginning of year	2019-12-31	$1,218,914
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$18,815
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$18,815
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$72,333
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$72,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$72,333
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$72,333
Administrative expenses professional fees incurred	2019-12-31	$18,815
Administrative expenses professional fees incurred	2019-12-31	$18,815
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$125,000
Value of fidelity bond cover	2019-12-31	$125,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$236,729
Contributions received from participants	2019-12-31	$236,729
Participant contributions at end of year	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$948
Participant contributions at beginning of year	2019-12-31	$948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$333,542
Value of net income/loss	2019-12-31	$333,542
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,552,456
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,552,456
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,218,914
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,218,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,552,456
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,552,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,217,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,217,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$191,678
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$191,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$19,586
Contributions received in cash from employer	2019-12-31	$19,586
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$814
Employer contributions (assets) at beginning of year	2019-12-31	$814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$129,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$129,493
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LEE CPA AUDIT GROUP
Accountancy firm name	2019-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2019-12-31	814637885
Accountancy firm EIN	2019-12-31	814637885
2018 : ELK GROVE FORD 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$248,936
Total of all expenses incurred	2018-12-31	$129,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$95,911
Value of total corrective distributions	2018-12-31	$30,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$316,888
Value of total assets at end of year	2018-12-31	$1,218,914
Value of total assets at beginning of year	2018-12-31	$1,099,376
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,250
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$65,728
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$65,728
Administrative expenses professional fees incurred	2018-12-31	$3,250
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$110,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$296,062
Participant contributions at end of year	2018-12-31	$948
Administrative expenses (other) incurred	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$119,538
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,218,914
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,099,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,217,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,099,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-133,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$20,826
Employer contributions (assets) at end of year	2018-12-31	$814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$95,911
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2018-12-31	814637885
2017 : ELK GROVE FORD 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$495,944
Total of all expenses incurred	2017-12-31	$37,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$36,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$357,524
Value of total assets at end of year	2017-12-31	$1,099,376
Value of total assets at beginning of year	2017-12-31	$641,363
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,550
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$29,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$29,289
Administrative expenses professional fees incurred	2017-12-31	$1,550
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$70,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$286,902
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$54,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$458,013
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,099,376
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$641,363
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,099,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$641,363
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$109,131
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$16,199
Income. Dividends from preferred stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$36,381
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	LEE CPA AUDIT GROUP
Accountancy firm EIN	2017-12-31	814637885

Form 5500 Responses for ELK GROVE FORD 401K PLAN

2023: ELK GROVE FORD 401K PLAN 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	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: ELK GROVE FORD 401K PLAN 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: ELK GROVE FORD 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ELK GROVE FORD 401K PLAN 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: ELK GROVE FORD 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: ELK GROVE FORD 401K PLAN 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

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Company Name:	PERFORMANCE AUTOMOTIVE GROUP INC DBA ELK GROVE FORD
Employer identification number (EIN):	273649012
NAIC Classification:	441110
NAIC Description:	New Car Dealers