| Plan Name | COUNTRY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 003 |
| Plan identification number | 003 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | COUNTRY CHEVROLET, INC. |
| Employer identification number (EIN): | 540893728 |
| NAIC Classification: | 441110 |
| NAIC Description: | New Car Dealers |
Additional information about COUNTRY CHEVROLET, INC.
| Jurisdiction of Incorporation: | Virginia Secretary of State |
| Incorporation Date: | 1971-08-13 |
| Company Identification Number: | 0133527 |
| Legal Registered Office Address: |
11 LEE HIGHWAY EAST WARRENTON United States of America (USA) 20186-2299 |
More information about COUNTRY CHEVROLET, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 003 | 2023-01-01 | SUSY HARGROVE | 2024-07-02 | ||
| 003 | 2022-01-01 | SUSAN HARGROVE | 2023-06-28 | ||
| 003 | 2021-01-01 | SUSAN HARGROVE | 2022-07-06 | ||
| 003 | 2020-01-01 | SUSAN HARGROVE | 2021-06-29 | ||
| 003 | 2019-01-01 | LAURA JANSON | 2020-07-30 | ||
| 003 | 2018-01-01 | ||||
| 003 | 2017-01-01 | LISA AUSTIN | |||
| 003 | 2017-01-01 | LISA AUSTIN | |||
| 003 | 2017-01-01 | LISA AUSTIN | |||
| 003 | 2016-01-01 | LISA AUSTIN | 2017-07-14 | ||
| 003 | 2015-01-01 | LISA AUSTIN | 2016-06-15 | ||
| 003 | 2014-01-01 | LISA AUSTIN | 2015-05-26 | ||
| 003 | 2013-01-01 | LISA AUSTIN | 2014-07-28 | ||
| 003 | 2012-01-01 | ANDREW BUDD | 2013-06-18 | ||
| 003 | 2011-01-01 | ANDREW BUDD | 2012-05-10 | ||
| 003 | 2010-01-01 | ANDREW BUDD | 2011-10-11 |
| Measure | Date | Value |
|---|---|---|
| 2025 : COUNTRY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 003 2025 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2025-06-06 | 790874 |
| Net assets as of the end of the plan year | 2025-06-06 | 10701182 |
| Total assets as of the beginning of the plan year | 2025-06-06 | 9808256 |
| Value of plan covered by a fidelity bond | 2025-06-06 | 250000 |
| Participant contributions to plan in this plan year | 2025-06-06 | 362829 |
| Value of participant loans at end of plan year | 2025-06-06 | 0 |
| Other contributions to plan in this plan year | 2025-06-06 | 0 |
| Other income to plan in this plan year | 2025-06-06 | 1272499 |
| Plan net income in this plan year | 2025-06-06 | 892926 |
| Net assets as of the end of the plan year | 2025-06-06 | 10701182 |
| Net assets as of the beginning of the plan year | 2025-06-06 | 9808256 |
| Value of contributions failed to transmitted timely | 2025-06-06 | 0 |
| Employer contributions to plan in this plan year | 2025-06-06 | 48472 |
| Fees paid to broker by Benefit Provider | 2025-06-06 | 24790 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-06 | 0 |
| 2024 : COUNTRY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 003 2024 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2024-07-02 | 431374 |
| Net assets as of the end of the plan year | 2024-07-02 | 9808256 |
| Total assets as of the beginning of the plan year | 2024-07-02 | 8392472 |
| Value of plan covered by a fidelity bond | 2024-07-02 | 500000 |
| Participant contributions to plan in this plan year | 2024-07-02 | 433259 |
| Other contributions to plan in this plan year | 2024-07-02 | 0 |
| Other income to plan in this plan year | 2024-07-02 | 1380021 |
| Plan net income in this plan year | 2024-07-02 | 1415784 |
| Net assets as of the end of the plan year | 2024-07-02 | 9808256 |
| Net assets as of the beginning of the plan year | 2024-07-02 | 8392472 |
| Employer contributions to plan in this plan year | 2024-07-02 | 33878 |
| Fees paid to broker by Benefit Provider | 2024-07-02 | 9704 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-02 | 58002 |
| 2022 : COUNTRY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 003 2022 401k financial data | ||
| Total expenses incurred by plan in this plan year | 2022-07-06 | 170014 |
| Net assets as of the end of the plan year | 2022-07-06 | 9829531 |
| Total assets as of the beginning of the plan year | 2022-07-06 | 8226850 |
| Value of plan covered by a fidelity bond | 2022-07-06 | 250000 |
| Participant contributions to plan in this plan year | 2022-07-06 | 472403 |
| Other contributions to plan in this plan year | 2022-07-06 | 0 |
| Other income to plan in this plan year | 2022-07-06 | 1229925 |
| Plan net income in this plan year | 2022-07-06 | 1602681 |
| Net assets as of the end of the plan year | 2022-07-06 | 9829531 |
| Net assets as of the beginning of the plan year | 2022-07-06 | 8226850 |
| Employer contributions to plan in this plan year | 2022-07-06 | 70367 |
| Fees paid to broker by Benefit Provider | 2022-07-06 | 9977 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-06 | 57400 |
| 2018 : COUNTRY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 003 2018 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $163,315 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $249,932 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $221,786 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $544,792 |
| Value of total assets at end of year | 2018-12-31 | $5,881,395 |
| Value of total assets at beginning of year | 2018-12-31 | $5,968,012 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $28,146 |
| Total interest from all sources | 2018-12-31 | $12,695 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $293,513 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $293,513 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $444,792 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-86,617 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,881,395 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,968,012 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Investment advisory and management fees | 2018-12-31 | $17,865 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $5,810,441 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $5,934,095 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $70,954 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $33,917 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $33,917 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $12,695 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-687,685 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $100,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $221,786 |
| Contract administrator fees | 2018-12-31 | $10,281 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | ROSENFIELD & CO. PLLC |
| Accountancy firm EIN | 2018-12-31 | 274077786 |
| 2017 : COUNTRY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 003 2017 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $1,473,832 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $116,407 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $96,247 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $605,869 |
| Value of total assets at end of year | 2017-12-31 | $5,968,012 |
| Value of total assets at beginning of year | 2017-12-31 | $4,610,587 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $20,160 |
| Total interest from all sources | 2017-12-31 | $307 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $317,595 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $317,595 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $405,869 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $1,357,425 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,968,012 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,610,587 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $6,924 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $5,934,095 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,569,806 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $33,917 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $40,781 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $40,781 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $307 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $550,061 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $200,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $96,247 |
| Contract administrator fees | 2017-12-31 | $13,236 |
| Did the plan have assets held for investment | 2017-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | ROSENFIELD & CO. PLLC |
| Accountancy firm EIN | 2017-12-31 | 274077786 |
| 2018: COUNTRY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 003 2018 form 5500 responses | ||
|---|---|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: COUNTRY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN 003 2017 form 5500 responses | ||
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |