401k Plan data: JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN plan

JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN
Plan identification number	002

JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

JERRYS FORD SALES, INC. has sponsored the creation of one or more 401k plans.

Company Name: JERRYS FORD SALES, INC.

Employer identification number (EIN): 540936117

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 ZETTA L APPLETON
002 2011-01-01 CHARLES ROEHLING
002 2010-01-01 CHARLES H. ROEHLING
002 2009-01-01 CHARLES H. ROEHLING CHARLES H. ROEHLING 2010-10-11

Plan Statistics for JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 352
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 194
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 157
Total of all active and inactive participants 2020-01-01 351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 351
Number of participants with account balances 2020-01-01 269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 314
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 221
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 131
Total of all active and inactive participants 2019-01-01 352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 352
Number of participants with account balances 2019-01-01 262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 352
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 237
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 77
Total of all active and inactive participants 2018-01-01 314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 314
Number of participants with account balances 2018-01-01 226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 5
2017: JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 315
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 213
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 139
Total of all active and inactive participants 2017-01-01 352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 352
Number of participants with account balances 2017-01-01 276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 1
2011: JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 120
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 23
Total of all active and inactive participants 2011-01-01 143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 143
Number of participants with account balances 2011-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 122
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 31
Total of all active and inactive participants 2010-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 153
Number of participants with account balances 2010-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 1
2009: JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 120
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 40
Total of all active and inactive participants 2009-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 160
Number of participants with account balances 2009-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 5

Measure	Date	Value
2020: JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	352
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	194
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	157
Total of all active and inactive participants	2020-01-01	351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	351
Number of participants with account balances	2020-01-01	269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	314
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	221
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	131
Total of all active and inactive participants	2019-01-01	352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	352
Number of participants with account balances	2019-01-01	262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	352
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	237
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	77
Total of all active and inactive participants	2018-01-01	314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	314
Number of participants with account balances	2018-01-01	226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	5
2017: JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	315
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	213
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	139
Total of all active and inactive participants	2017-01-01	352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	352
Number of participants with account balances	2017-01-01	276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	1
2011: JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	120
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	23
Total of all active and inactive participants	2011-01-01	143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	143
Number of participants with account balances	2011-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	122
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	31
Total of all active and inactive participants	2010-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	153
Number of participants with account balances	2010-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	1
2009: JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	120
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	40
Total of all active and inactive participants	2009-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	160
Number of participants with account balances	2009-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	5

Financial Data on JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2020 : JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,703,590
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,399,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,353,670
Expenses. Certain deemed distributions of participant loans	2020-12-31	$3,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$372,416
Value of total assets at end of year	2020-12-31	$9,804,768
Value of total assets at beginning of year	2020-12-31	$9,500,227
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$42,240
Total interest from all sources	2020-12-31	$15,455
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$369,546
Participant contributions at end of year	2020-12-31	$90,572
Participant contributions at beginning of year	2020-12-31	$120,204
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,870
Other income not declared elsewhere	2020-12-31	$675
Administrative expenses (other) incurred	2020-12-31	$42,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$304,541
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,804,768
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,500,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$8,662,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,545,571
Interest on participant loans	2020-12-31	$3,986
Interest earned on other investments	2020-12-31	$11,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,052,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$834,452
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,315,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,353,670
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	COUNCILOR, BUCHANAN, MITCHELL, P.C.
Accountancy firm EIN	2020-12-31	521711839
2019 : JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,368,415
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,322,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,279,301
Expenses. Certain deemed distributions of participant loans	2019-12-31	$10,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$517,307
Value of total assets at end of year	2019-12-31	$9,500,227
Value of total assets at beginning of year	2019-12-31	$8,454,441
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$32,854
Total interest from all sources	2019-12-31	$19,618
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$517,307
Participant contributions at end of year	2019-12-31	$120,204
Participant contributions at beginning of year	2019-12-31	$133,820
Other income not declared elsewhere	2019-12-31	$2,114
Administrative expenses (other) incurred	2019-12-31	$32,854
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,045,786
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,500,227
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,454,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,545,571
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$7,294,026
Interest on participant loans	2019-12-31	$6,017
Interest earned on other investments	2019-12-31	$13,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$834,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,026,595
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,829,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,279,301
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	COUNCILOR, BUCHANAN, MITCHELL, P.C.
Accountancy firm EIN	2019-12-31	521711839
2018 : JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 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	$236,434
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$716,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$708,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$852,147
Value of total assets at end of year	2018-12-31	$8,454,441
Value of total assets at beginning of year	2018-12-31	$8,934,803
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$7,850
Total interest from all sources	2018-12-31	$21,953
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$562,860
Participant contributions at end of year	2018-12-31	$133,820
Participant contributions at beginning of year	2018-12-31	$131,833
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$285,860
Other income not declared elsewhere	2018-12-31	$211
Administrative expenses (other) incurred	2018-12-31	$7,850
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	$-480,362
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,454,441
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,934,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$7,294,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,560,558
Interest on participant loans	2018-12-31	$5,944
Interest earned on other investments	2018-12-31	$16,009
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,026,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,242,412
Net investment gain/loss from pooled separate accounts	2018-12-31	$-637,877
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	$3,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$708,946
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	COUNCILOR, BUCHANAN, MITCHELL, P.C.
Accountancy firm EIN	2018-12-31	521711839
2017 : JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 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	$1,906,404
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$577,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$573,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$696,375
Value of total assets at end of year	2017-12-31	$8,934,803
Value of total assets at beginning of year	2017-12-31	$7,606,381
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,650
Total interest from all sources	2017-12-31	$23,675
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$493,777
Participant contributions at end of year	2017-12-31	$131,833
Participant contributions at beginning of year	2017-12-31	$140,967
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$202,333
Other income not declared elsewhere	2017-12-31	$1,130
Administrative expenses (other) incurred	2017-12-31	$4,650
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	$1,328,422
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,934,803
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,606,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,560,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,698,153
Interest on participant loans	2017-12-31	$6,049
Interest earned on other investments	2017-12-31	$17,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,242,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$767,261
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,185,224
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	$265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$573,332
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	COUNCILOR, BUCHANAN, MITCHELL, P.C.
Accountancy firm EIN	2017-12-31	521711839
2011 : JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING 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	$7,580
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$642
Total income from all sources (including contributions)	2011-12-31	$203,038
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$538,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$511,568
Expenses. Certain deemed distributions of participant loans	2011-12-31	$832
Value of total corrective distributions	2011-12-31	$8,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$315,202
Value of total assets at end of year	2011-12-31	$6,077,927
Value of total assets at beginning of year	2011-12-31	$6,406,337
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$17,261
Total interest from all sources	2011-12-31	$15,295
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	$1,000,000
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	$315,202
Participant contributions at end of year	2011-12-31	$210,972
Participant contributions at beginning of year	2011-12-31	$184,756
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$7,580
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$642
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	$-335,348
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,070,347
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,405,695
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	$5,083,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,935,600
Interest on participant loans	2011-12-31	$15,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$783,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$285,981
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-127,459
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$511,568
Contract administrator fees	2011-12-31	$17,261
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	COUNCILOR, BUCHANAN, MITCHELL, P.C.
Accountancy firm EIN	2011-12-31	521711839
2010 : JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING 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	$642
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,091,729
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,121,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,103,872
Expenses. Certain deemed distributions of participant loans	2010-12-31	$12,023
Value of total corrective distributions	2010-12-31	$2,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$242,612
Value of total assets at end of year	2010-12-31	$6,406,337
Value of total assets at beginning of year	2010-12-31	$6,435,490
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,875
Total interest from all sources	2010-12-31	$9,591
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	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
Contributions received from participants	2010-12-31	$242,612
Participant contributions at end of year	2010-12-31	$184,756
Participant contributions at beginning of year	2010-12-31	$185,934
Participant contributions at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$642
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-29,794
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,405,695
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,435,490
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	$5,935,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,642,759
Interest on participant loans	2010-12-31	$9,591
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$285,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$606,797
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$839,526
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,103,872
Contract administrator fees	2010-12-31	$2,875
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	COUNCILOR, BUCHANANA, MITCHELL, P.C
Accountancy firm EIN	2010-12-31	521711839
2009 : JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN

2020: JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2011: JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JERRYS AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	ZH9606
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	ZH9606
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	ZH9606
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	ZH9606
Policy instance	1

Potentially related plans

JERRYS AUTOMOTIVE GROUP 401 K PROFIT SHARING PLAN [EIN = 845183052]

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Company Name:	JERRYS FORD SALES, INC.
Employer identification number (EIN):	540936117
NAIC Classification:	441110
NAIC Description:	New Car Dealers