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BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 401k Plan overview

Plan NameBOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN
Plan identification number 001

BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BOB ALLEN FORD, INC. has sponsored the creation of one or more 401k plans.

Company Name:BOB ALLEN FORD, INC.
Employer identification number (EIN):481023645
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01ALLYN JONES
0012017-01-01JOHN WIEGERS
0012016-01-01KAREN SCHWARTZ
0012015-01-01KAREN SCHWARTZ
0012014-01-01JOHN WIEGERS
0012013-01-01KAREN SCHWARTZ
0012012-01-01JOHN WIEGERS
0012011-01-01JOHN WIEGERS
0012009-01-01JOHN WIEGERS

Plan Statistics for BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN

401k plan membership statisitcs for BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0177
Total number of active participants reported on line 7a of the Form 55002022-01-0158
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0111
Total of all active and inactive participants2022-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0169
Number of participants with account balances2022-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0176
Total number of active participants reported on line 7a of the Form 55002021-01-0168
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-019
Total of all active and inactive participants2021-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0177
Number of participants with account balances2021-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0180
Total number of active participants reported on line 7a of the Form 55002020-01-0169
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0176
Number of participants with account balances2020-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0169
Total number of active participants reported on line 7a of the Form 55002019-01-0177
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0180
Number of participants with account balances2019-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0152
Total number of active participants reported on line 7a of the Form 55002018-01-0167
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-0169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0169
Number of participants with account balances2018-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0147
Total number of active participants reported on line 7a of the Form 55002017-01-0152
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0152
Number of participants with account balances2017-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0146
Total number of active participants reported on line 7a of the Form 55002016-01-0147
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0147
Number of participants with account balances2016-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0139
Total number of active participants reported on line 7a of the Form 55002015-01-0145
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0146
Number of participants with account balances2015-01-0125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0195
Total number of active participants reported on line 7a of the Form 55002014-01-0139
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0139
Number of participants with account balances2014-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0173
Total number of active participants reported on line 7a of the Form 55002013-01-0193
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012
Total of all active and inactive participants2013-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0195
Number of participants with account balances2013-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01129
Total number of active participants reported on line 7a of the Form 55002012-01-0166
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0173
Number of participants with account balances2012-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0173
Total number of active participants reported on line 7a of the Form 55002011-01-01118
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0111
Total of all active and inactive participants2011-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01129
Number of participants with account balances2011-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0175
Total number of active participants reported on line 7a of the Form 55002009-01-0159
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-019
Total of all active and inactive participants2009-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0168
Number of participants with account balances2009-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN

Measure Date Value
2022 : BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-457,309
Expenses. Total of all expenses incurred2022-12-31$305,739
Benefits paid (including direct rollovers)2022-12-31$252,734
Total plan assets at end of year2022-12-31$6,063,239
Total plan assets at beginning of year2022-12-31$6,826,287
Value of fidelity bond covering the plan2022-12-31$500,000
Total contributions received or receivable from participants2022-12-31$418,882
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$92,404
Other income received2022-12-31$-1,043,857
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-763,048
Net plan assets at end of year (total assets less liabilities)2022-12-31$6,063,239
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$6,826,287
Total contributions received or receivable from employer(s)2022-12-31$75,262
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$13,785
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$39,220
2021 : BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$-447,406
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,462,551
Expenses. Total of all expenses incurred2021-12-31$174,223
Benefits paid (including direct rollovers)2021-12-31$86,966
Total plan assets at end of year2021-12-31$6,826,287
Total plan assets at beginning of year2021-12-31$5,985,365
Value of fidelity bond covering the plan2021-12-31$500,000
Total contributions received or receivable from participants2021-12-31$339,106
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$1,063,889
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$1,288,328
Net plan assets at end of year (total assets less liabilities)2021-12-31$6,826,287
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,985,365
Total contributions received or receivable from employer(s)2021-12-31$59,556
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$39,433
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$47,824
2020 : BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$1,210,601
Expenses. Total of all expenses incurred2020-12-31$304,238
Benefits paid (including direct rollovers)2020-12-31$200,818
Total plan assets at end of year2020-12-31$5,985,365
Total plan assets at beginning of year2020-12-31$5,079,002
Value of fidelity bond covering the plan2020-12-31$500,000
Total contributions received or receivable from participants2020-12-31$294,915
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$0
Other income received2020-12-31$914,572
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$906,363
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,985,365
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$5,079,002
Total contributions received or receivable from employer(s)2020-12-31$1,114
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$65,641
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$37,779
2019 : BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$0
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,297,252
Expenses. Total of all expenses incurred2019-12-31$137,383
Benefits paid (including direct rollovers)2019-12-31$63,271
Total plan assets at end of year2019-12-31$5,079,002
Total plan assets at beginning of year2019-12-31$3,919,133
Value of fidelity bond covering the plan2019-12-31$500,000
Total contributions received or receivable from participants2019-12-31$320,687
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$922,043
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$1,159,869
Net plan assets at end of year (total assets less liabilities)2019-12-31$5,079,002
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,919,133
Total contributions received or receivable from employer(s)2019-12-31$54,522
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$41,975
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$32,137
2018 : BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$82,393
Expenses. Total of all expenses incurred2018-12-31$152,603
Benefits paid (including direct rollovers)2018-12-31$84,812
Total plan assets at end of year2018-12-31$3,919,133
Total plan assets at beginning of year2018-12-31$3,989,343
Value of fidelity bond covering the plan2018-12-31$500,000
Total contributions received or receivable from participants2018-12-31$274,359
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$13,257
Other income received2018-12-31$-248,581
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-70,210
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,919,133
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,989,343
Total contributions received or receivable from employer(s)2018-12-31$43,358
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$44,794
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$22,997
2017 : BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$779,894
Expenses. Total of all expenses incurred2017-12-31$116,727
Benefits paid (including direct rollovers)2017-12-31$44,871
Total plan assets at end of year2017-12-31$3,989,343
Total plan assets at beginning of year2017-12-31$3,326,176
Value of fidelity bond covering the plan2017-12-31$500,000
Assets. Value of tangible personal property2017-12-31$0
Total contributions received or receivable from participants2017-12-31$205,625
Assets. Value of loans (other than to participants)2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$553,272
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$663,167
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,989,343
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,326,176
Assets. Value of participant loans2017-12-31$0
Assets. Value of assets in partnership/joint-venture interests2017-12-31$0
Assets. Value of real-estate (other than employer real property)2017-12-31$0
Assets. Value of employer securities2017-12-31$0
Assets. Value of employer real property2017-12-31$0
Total contributions received or receivable from employer(s)2017-12-31$20,997
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$67,826
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$4,030
2016 : BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$0
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$387,604
Expenses. Total of all expenses incurred2016-12-31$157,947
Benefits paid (including direct rollovers)2016-12-31$133,443
Total plan assets at end of year2016-12-31$3,326,176
Total plan assets at beginning of year2016-12-31$3,096,519
Value of fidelity bond covering the plan2016-12-31$500,000
Total contributions received or receivable from participants2016-12-31$216,302
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$128,041
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$229,657
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,326,176
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,096,519
Total contributions received or receivable from employer(s)2016-12-31$43,261
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$23,824
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$680
2015 : BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$0
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$308,765
Expenses. Total of all expenses incurred2015-12-31$82,681
Benefits paid (including direct rollovers)2015-12-31$46,584
Total plan assets at end of year2015-12-31$3,096,519
Total plan assets at beginning of year2015-12-31$2,870,435
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$232,211
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$30,036
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$226,084
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,096,519
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,870,435
Total contributions received or receivable from employer(s)2015-12-31$46,518
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$35,562
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$535
2014 : BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$-1,006,297
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$374,569
Expenses. Total of all expenses incurred2014-12-31$133,714
Benefits paid (including direct rollovers)2014-12-31$42,847
Total plan assets at end of year2014-12-31$2,870,435
Total plan assets at beginning of year2014-12-31$3,635,877
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$172,627
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$31,382
Other income received2014-12-31$137,364
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$240,855
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,870,435
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,635,877
Total contributions received or receivable from employer(s)2014-12-31$33,196
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$90,412
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$455
2013 : BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$826,986
Expenses. Total of all expenses incurred2013-12-31$376,071
Benefits paid (including direct rollovers)2013-12-31$358,680
Total plan assets at end of year2013-12-31$3,635,877
Total plan assets at beginning of year2013-12-31$3,184,962
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$204,249
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$622,737
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$450,915
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,635,877
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,184,962
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$16,481
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$910
2012 : BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$582,554
Total of all expenses incurred2012-12-31$77,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$57,043
Value of total corrective distributions2012-12-31$19,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$167,451
Value of total assets at end of year2012-12-31$3,184,962
Value of total assets at beginning of year2012-12-31$2,680,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,814
Total interest from all sources2012-12-31$30
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$74,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$74,042
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$167,451
Administrative expenses (other) incurred2012-12-31$1,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$504,614
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,184,962
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,680,348
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,078,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,408,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,106,519
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$272,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$272,218
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$30
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$341,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$57,043
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD
Accountancy firm EIN2012-12-31481023645
2011 : BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources2011-12-31$43,581
Expenses. Total of all expenses incurred2011-12-31$71,870
Benefits paid (including direct rollovers)2011-12-31$64,945
Total plan assets at end of year2011-12-31$2,680,348
Total plan assets at beginning of year2011-12-31$2,708,637
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$137,603
Other income received2011-12-31$-94,022
Net income (gross income less expenses)2011-12-31$-28,289
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,680,348
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,708,637
Value of corrective distributions2011-12-31$4,794
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$2,131
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources2010-12-31$525,983
Expenses. Total of all expenses incurred2010-12-31$218,983
Benefits paid (including direct rollovers)2010-12-31$213,361
Total plan assets at end of year2010-12-31$2,708,637
Total plan assets at beginning of year2010-12-31$2,401,637
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$118,282
Other income received2010-12-31$407,701
Net income (gross income less expenses)2010-12-31$307,000
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,708,637
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,401,637
Value of corrective distributions2010-12-31$3,225
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$2,397
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN

2022: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BOB ALLEN FORD, INC. 401(K) AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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