DON JACOBS MOTORS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DON JACOBS AUTOMOTIVE GROUP 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : DON JACOBS AUTOMOTIVE GROUP 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-11 | 61941 |
| Net assets as of the end of the plan year | 2025-06-11 | 3542933 |
| Total assets as of the beginning of the plan year | 2025-06-11 | 2963501 |
| Value of plan covered by a fidelity bond | 2025-06-11 | 500000 |
| Participant contributions to plan in this plan year | 2025-06-11 | 271787 |
| Value of participant loans at end of plan year | 2025-06-11 | 20100 |
| Other income to plan in this plan year | 2025-06-11 | 369586 |
| Plan net income in this plan year | 2025-06-11 | 579432 |
| Net assets as of the end of the plan year | 2025-06-11 | 3542933 |
| Net assets as of the beginning of the plan year | 2025-06-11 | 2963501 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-11 | 38314 |
| 2024 : DON JACOBS AUTOMOTIVE GROUP 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-03-07 | 423382 |
| Net assets as of the end of the plan year | 2024-03-07 | 2963501 |
| Total assets as of the beginning of the plan year | 2024-03-07 | 2660739 |
| Value of plan covered by a fidelity bond | 2024-03-07 | 298708 |
| Participant contributions to plan in this plan year | 2024-03-07 | 289809 |
| Value of participant loans at end of plan year | 2024-03-07 | 2208 |
| Other income to plan in this plan year | 2024-03-07 | 436335 |
| Plan net income in this plan year | 2024-03-07 | 302762 |
| Net assets as of the end of the plan year | 2024-03-07 | 2963501 |
| Net assets as of the beginning of the plan year | 2024-03-07 | 2660739 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-03-07 | 27521 |
| 2011 : DON JACOBS AUTOMOTIVE GROUP 401(K) PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $75,173 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $89,846 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $88,201 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $131,195 |
| Value of total assets at end of year | 2011-12-31 | $2,123,173 |
| Value of total assets at beginning of year | 2011-12-31 | $2,137,846 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,645 |
| Total interest from all sources | 2011-12-31 | $1,416 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $131,195 |
| Participant contributions at end of year | 2011-12-31 | $24,582 |
| Participant contributions at beginning of year | 2011-12-31 | $28,685 |
| Participant contributions at end of year | 2011-12-31 | $6,252 |
| Participant contributions at beginning of year | 2011-12-31 | $9,975 |
| 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 | $-14,673 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,123,173 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,137,846 |
| 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 | $2,092,339 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,099,186 |
| Interest on participant loans | 2011-12-31 | $1,416 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-57,438 |
| 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 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Employer contributions (assets) at end of year | 2011-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $88,201 |
| Contract administrator fees | 2011-12-31 | $1,645 |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $0 |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | DONALD TUSHAUS & COMPANY |
| Accountancy firm EIN | 2011-12-31 | 391184537 |
| 2010 : DON JACOBS AUTOMOTIVE GROUP 401(K) PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $819 |
| Total income from all sources (including contributions) | 2010-12-31 | $371,452 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $632,134 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $625,230 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $142,315 |
| Value of total assets at end of year | 2010-12-31 | $2,137,846 |
| Value of total assets at beginning of year | 2010-12-31 | $2,399,347 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $6,904 |
| Total interest from all sources | 2010-12-31 | $2,800 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| 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 | Yes |
| 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 |
| Contributions received from participants | 2010-12-31 | $123,130 |
| Participant contributions at end of year | 2010-12-31 | $28,685 |
| Participant contributions at beginning of year | 2010-12-31 | $54,267 |
| Participant contributions at end of year | 2010-12-31 | $9,975 |
| Participant contributions at beginning of year | 2010-12-31 | $14,572 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $19,185 |
| 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 |
| Value of net income/loss | 2010-12-31 | $-260,682 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,137,846 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,398,528 |
| 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 | $2,099,186 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $0 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $2,329,382 |
| Interest on participant loans | 2010-12-31 | $2,800 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $275,939 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $-49,602 |
| 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 |
| Employer contributions (assets) at end of year | 2010-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $1,126 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $625,230 |
| Contract administrator fees | 2010-12-31 | $6,904 |
| 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 | 2010-12-31 | Yes |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $819 |
| 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 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | DONALD TUSHAUS & COMPANY |
| Accountancy firm EIN | 2010-12-31 | 391184537 |
