401k Plan data: THE ROUSH HONDA ESOP plan

THE ROUSH HONDA ESOP 401k Plan overview

Plan Name	THE ROUSH HONDA ESOP
Plan identification number	003

THE ROUSH HONDA ESOP Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP). The employer maintaining this ESOP is an S Corporation

401k Sponsoring company profile

ROUSH EQUIPMENT INC. has sponsored the creation of one or more 401k plans.

Company Name: ROUSH EQUIPMENT INC.

Employer identification number (EIN): 310717598

NAIC Classification: 423100

Additional information about ROUSH EQUIPMENT INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division

Incorporation Date: 1965-10-26

Company Identification Number: 344769

Legal Registered Office Address: 74 S SCHROCK RD
-
WESTERVILLE
United States of America (USA)
43081

More information about ROUSH EQUIPMENT INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE ROUSH HONDA ESOP

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2015-01-01 JEFFREY BRINDLEY JEFFREY BRINDLEY 2016-08-29
003 2014-01-01 JEFF BRINDLEY
003 2013-01-01 JEFF BRINDLEY JEFF BRINDLEY 2015-01-22
003 2012-01-01 JEFF BRINDLEY JEFF BRINDLEY 2013-10-10
003 2011-01-01 JEFF BRINDLEY
003 2009-01-01 JEFF BRINDLEY JEFF BRINDLEY 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2015-01-01	JEFFREY BRINDLEY	JEFFREY BRINDLEY	2016-08-29
003	2014-01-01	JEFF BRINDLEY
003	2013-01-01	JEFF BRINDLEY	JEFF BRINDLEY	2015-01-22
003	2012-01-01	JEFF BRINDLEY	JEFF BRINDLEY	2013-10-10
003	2011-01-01	JEFF BRINDLEY
003	2009-01-01	JEFF BRINDLEY	JEFF BRINDLEY	2010-10-13

Plan Statistics for THE ROUSH HONDA ESOP

401k plan membership statisitcs for THE ROUSH HONDA ESOP

Measure Date Value
2015: THE ROUSH HONDA ESOP 2015 401k membership
Total participants, beginning-of-year 2015-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 169
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 9
Total of all active and inactive participants 2015-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 178
Number of participants with account balances 2015-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: THE ROUSH HONDA ESOP 2014 401k membership
Total participants, beginning-of-year 2014-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 160
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 16
Total of all active and inactive participants 2014-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 176
Number of participants with account balances 2014-01-01 176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: THE ROUSH HONDA ESOP 2013 401k membership
Total participants, beginning-of-year 2013-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 160
Number of retired or separated participants receiving benefits 2013-01-01 13
Number of other retired or separated participants entitled to future benefits 2013-01-01 16
Total of all active and inactive participants 2013-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 189
Number of participants with account balances 2013-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 10
2012: THE ROUSH HONDA ESOP 2012 401k membership
Total participants, beginning-of-year 2012-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 158
Number of retired or separated participants receiving benefits 2012-01-01 17
Number of other retired or separated participants entitled to future benefits 2012-01-01 5
Total of all active and inactive participants 2012-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 180
Number of participants with account balances 2012-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7
2011: THE ROUSH HONDA ESOP 2011 401k membership
Total participants, beginning-of-year 2011-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 156
Number of retired or separated participants receiving benefits 2011-01-01 19
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 179
Number of participants with account balances 2011-01-01 158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 12
2009: THE ROUSH HONDA ESOP 2009 401k membership
Total participants, beginning-of-year 2009-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 163
Number of retired or separated participants receiving benefits 2009-01-01 12
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 185
Total participants 2009-01-01 185
Number of participants with account balances 2009-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 13

Measure	Date	Value
2015: THE ROUSH HONDA ESOP 2015 401k membership
Total participants, beginning-of-year	2015-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	169
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	9
Total of all active and inactive participants	2015-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	178
Number of participants with account balances	2015-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: THE ROUSH HONDA ESOP 2014 401k membership
Total participants, beginning-of-year	2014-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	160
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	16
Total of all active and inactive participants	2014-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	176
Number of participants with account balances	2014-01-01	176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: THE ROUSH HONDA ESOP 2013 401k membership
Total participants, beginning-of-year	2013-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	160
Number of retired or separated participants receiving benefits	2013-01-01	13
Number of other retired or separated participants entitled to future benefits	2013-01-01	16
Total of all active and inactive participants	2013-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	189
Number of participants with account balances	2013-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	10
2012: THE ROUSH HONDA ESOP 2012 401k membership
Total participants, beginning-of-year	2012-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	158
Number of retired or separated participants receiving benefits	2012-01-01	17
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	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	180
Number of participants with account balances	2012-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7
2011: THE ROUSH HONDA ESOP 2011 401k membership
Total participants, beginning-of-year	2011-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	156
Number of retired or separated participants receiving benefits	2011-01-01	19
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	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	179
Number of participants with account balances	2011-01-01	158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	12
2009: THE ROUSH HONDA ESOP 2009 401k membership
Total participants, beginning-of-year	2009-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	163
Number of retired or separated participants receiving benefits	2009-01-01	12
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	185
Total participants	2009-01-01	185
Number of participants with account balances	2009-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	13

Financial Data on THE ROUSH HONDA ESOP

Measure	Date	Value
2015 : THE ROUSH HONDA ESOP 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$4,018,840
Total unrealized appreciation/depreciation of assets	2015-12-31	$4,018,840
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$6,433,071
Total of all expenses incurred	2015-12-31	$3,591,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,591,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,414,328
Value of total assets at end of year	2015-12-31	$57,942,252
Value of total assets at beginning of year	2015-12-31	$55,100,257
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5
Total interest from all sources	2015-12-31	$900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Administrative expenses (other) incurred	2015-12-31	$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$2,841,995
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$57,942,252
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$55,100,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$17,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$17,881
Interest earned on other investments	2015-12-31	$8
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$1,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,358
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,358
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$892
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$57,923,152
Assets. Invements in employer securities at beginning of year	2015-12-31	$55,081,018
Assets. Value of employer real property at end of year	2015-12-31	$0
Assets. Value of employer real property at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$2,414,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,591,071
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	REA & ASSOCIATES, INC.
Accountancy firm EIN	2015-12-31	341310124
2014 : THE ROUSH HONDA ESOP 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$7,219,778
Total unrealized appreciation/depreciation of assets	2014-12-31	$7,219,778
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$9,471,351
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,793,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,793,972
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,250,414
Value of total assets at end of year	2014-12-31	$55,100,257
Value of total assets at beginning of year	2014-12-31	$48,422,878
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$0
Total interest from all sources	2014-12-31	$1,588
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	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	2014-12-31	No
Value of net income/loss	2014-12-31	$6,677,379
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$55,100,257
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$48,422,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$17,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$16,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$23,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$23,949
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$55,081,018
Assets. Invements in employer securities at beginning of year	2014-12-31	$48,382,183
Contributions received in cash from employer	2014-12-31	$2,250,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,793,972
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	REA & ASSOCIATES, INC.
Accountancy firm EIN	2014-12-31	341310124
2013 : THE ROUSH HONDA ESOP 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$7,016,956
Total unrealized appreciation/depreciation of assets	2013-12-31	$7,016,956
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$9,220,606
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,951,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,951,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,198,957
Value of total assets at end of year	2013-12-31	$48,422,878
Value of total assets at beginning of year	2013-12-31	$41,153,915
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$1,278
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	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	2013-12-31	No
Value of net income/loss	2013-12-31	$7,268,963
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$48,422,878
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$41,153,915
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$16,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$24,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$23,949
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$26,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$26,897
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$1,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,415
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Assets. Invements in employer securities at end of year	2013-12-31	$48,382,183
Assets. Invements in employer securities at beginning of year	2013-12-31	$41,102,234
Contributions received in cash from employer	2013-12-31	$2,198,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,951,643
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	REA & ASSOCIATES, INC.
Accountancy firm EIN	2013-12-31	341310124
2012 : THE ROUSH HONDA ESOP 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$4,457,510
Total unrealized appreciation/depreciation of assets	2012-12-31	$4,457,510
Total income from all sources (including contributions)	2012-12-31	$6,513,282
Total of all expenses incurred	2012-12-31	$2,712,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,712,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,051,538
Value of total assets at end of year	2012-12-31	$41,153,915
Value of total assets at beginning of year	2012-12-31	$37,353,131
Total interest from all sources	2012-12-31	$673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	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	2012-12-31	No
Value of net income/loss	2012-12-31	$3,800,784
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$41,153,915
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$37,353,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$24,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$20,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$26,897
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$26,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$26,891
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$673
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$3,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Assets. Invements in employer securities at end of year	2012-12-31	$41,102,234
Assets. Invements in employer securities at beginning of year	2012-12-31	$37,305,684
Contributions received in cash from employer	2012-12-31	$2,051,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,712,498
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	REA & ASSOCIATES, INC.
Accountancy firm EIN	2012-12-31	341310124
2011 : THE ROUSH HONDA ESOP 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$6,742,559
Total unrealized appreciation/depreciation of assets	2011-12-31	$6,742,559
Total income from all sources (including contributions)	2011-12-31	$8,667,701
Total of all expenses incurred	2011-12-31	$3,339,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,339,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,924,724
Value of total assets at end of year	2011-12-31	$37,353,131
Value of total assets at beginning of year	2011-12-31	$32,024,824
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$158
Total interest from all sources	2011-12-31	$418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$158
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	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	2011-12-31	No
Value of net income/loss	2011-12-31	$5,328,307
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$37,353,131
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$32,024,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$20,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$25,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$26,891
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$24,582
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$24,582
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Assets. Invements in employer securities at end of year	2011-12-31	$37,305,684
Assets. Invements in employer securities at beginning of year	2011-12-31	$31,974,288
Contributions received in cash from employer	2011-12-31	$1,924,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,339,236
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	REA & ASSOCIATES, INC.
Accountancy firm EIN	2011-12-31	341310124
2010 : THE ROUSH HONDA ESOP 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$2,862,945
Total unrealized appreciation/depreciation of assets	2010-12-31	$2,862,945
Total income from all sources (including contributions)	2010-12-31	$4,755,883
Total of all expenses incurred	2010-12-31	$1,593,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,593,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,889,164
Value of total assets at end of year	2010-12-31	$32,024,824
Value of total assets at beginning of year	2010-12-31	$28,862,387
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$104
Total interest from all sources	2010-12-31	$754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$104
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	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	2010-12-31	No
Income. Non cash contributions	2010-12-31	$299,884
Value of net income/loss	2010-12-31	$3,162,437
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$32,024,824
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$28,862,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$25,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$22,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$24,582
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$27,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$27,983
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$754
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$3,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at end of year	2010-12-31	$31,974,288
Assets. Invements in employer securities at beginning of year	2010-12-31	$28,811,458
Contributions received in cash from employer	2010-12-31	$1,589,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,593,342
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	REA & ASSOCIATES, INC.
Accountancy firm EIN	2010-12-31	341310124

Form 5500 Responses for THE ROUSH HONDA ESOP

2015: THE ROUSH HONDA ESOP 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: THE ROUSH HONDA ESOP 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 ROUSH HONDA ESOP 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
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 ROUSH HONDA ESOP 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: THE ROUSH HONDA ESOP 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
2009: THE ROUSH HONDA ESOP 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

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THE ROUSH HONDA ESOP [EIN = 310716598]

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Company Name:	ROUSH EQUIPMENT INC.
Employer identification number (EIN):	310717598
NAIC Classification:	423100

Jurisdiction of Incorporation:	Ohio Secretary of State Business Services Division
Incorporation Date:	1965-10-26
Company Identification Number:	344769
Legal Registered Office Address:	74 S SCHROCK RD - WESTERVILLE United States of America (USA) 43081