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THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001 401k Plan overview

Plan NameTHE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001
Plan identification number 001

THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001 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.
  • 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.

401k Sponsoring company profile

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

Company Name:SAWGRASS FORD, INC
Employer identification number (EIN):590754995
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KELLEY STANTON2023-07-19 DAVID MENTEN2023-07-19
0012021-01-01KELLEY STANTON2022-02-07 DAVID MENTEN2022-02-08
0012020-01-01KELLEY STANTON2021-01-25 DAVID MENTEN2021-01-26
0012019-01-01KELLEY STANTON2020-05-04 ANA TSUCHIYA2020-06-02
0012018-01-01KELLEY STANTON2019-02-12 DAVID MENTEN2019-02-13
0012017-01-01KELLEY STANTON2018-01-23 JULIE FAIRBANK2018-01-24
0012016-01-01JOHN A. STARR2017-11-29
0012015-01-01JOHN A. STARR
0012014-01-01JENNIFER MEDINA
0012013-01-01DAVID MENTEN
0012012-01-01DAVID MENTEN
0012011-01-01DAVID MENTEN
0012009-01-01DAVID MENTEN

Plan Statistics for THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001

401k plan membership statisitcs for THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001

Measure Date Value
2015: THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001 2015 401k membership
Total participants, beginning-of-year2015-01-01201
Total number of active participants reported on line 7a of the Form 55002015-01-0162
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0118
Total of all active and inactive participants2015-01-0180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0180
Number of participants with account balances2015-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001 2014 401k membership
Total participants, beginning-of-year2014-01-01192
Total number of active participants reported on line 7a of the Form 55002014-01-01158
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01201
Number of participants with account balances2014-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001 2013 401k membership
Total participants, beginning-of-year2013-01-01168
Total number of active participants reported on line 7a of the Form 55002013-01-01152
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0134
Total of all active and inactive participants2013-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01186
Number of participants with account balances2013-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001 2012 401k membership
Total participants, beginning-of-year2012-01-01159
Total number of active participants reported on line 7a of the Form 55002012-01-01134
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01163
Number of participants with account balances2012-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001 2011 401k membership
Total participants, beginning-of-year2011-01-01139
Total number of active participants reported on line 7a of the Form 55002011-01-01130
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01153
Number of participants with account balances2011-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001 2009 401k membership
Total participants, beginning-of-year2009-01-01161
Total number of active participants reported on line 7a of the Form 55002009-01-01126
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01145
Number of participants with account balances2009-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001

Measure Date Value
2015 : THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$1,575,351
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,813
Total income from all sources (including contributions)2015-12-31$447,284
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$93,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$91,557
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$507,535
Value of total assets at end of year2015-12-31$2,768,843
Value of total assets at beginning of year2015-12-31$3,998,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,375
Total interest from all sources2015-12-31$5,864
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$115,071
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$115,071
Administrative expenses professional fees incurred2015-12-31$2,375
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$507,535
Participant contributions at end of year2015-12-31$103,307
Participant contributions at beginning of year2015-12-31$103,467
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$7,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$353,352
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,768,843
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,990,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,665,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,895,188
Income. Interest from loans (other than to participants)2015-12-31$5,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-181,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$91,557
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WITHUMSMITH AND BROWN
Accountancy firm EIN2015-12-31222027092
2014 : THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$565,973
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$318,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$299,238
Value of total corrective distributions2014-12-31$16,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$447,559
Value of total assets at end of year2014-12-31$4,001,055
Value of total assets at beginning of year2014-12-31$3,753,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,280
Total interest from all sources2014-12-31$5,761
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$30,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$30,391
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$432,055
Participant contributions at end of year2014-12-31$105,867
Participant contributions at beginning of year2014-12-31$140,681
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$15,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$247,782
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,001,055
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,753,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,199,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,721,479
Interest on participant loans2014-12-31$4,446
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$695,862
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$891,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$891,113
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,315
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$82,262
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$299,238
Contract administrator fees2014-12-31$2,280
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31AVERETT WARMUS DURKEE
Accountancy firm EIN2014-12-31593214308
2013 : THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$856,492
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$58,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$55,083
Value of total corrective distributions2013-12-31$1,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$401,887
Value of total assets at end of year2013-12-31$3,753,273
Value of total assets at beginning of year2013-12-31$2,955,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,770
Total interest from all sources2013-12-31$5,596
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$22,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$22,726
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$401,887
Participant contributions at end of year2013-12-31$140,681
Participant contributions at beginning of year2013-12-31$123,608
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$798,124
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,753,273
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,955,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,721,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,053,242
Interest on participant loans2013-12-31$5,522
Value of interest in common/collective trusts at beginning of year2013-12-31$778,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$891,113
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$74
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$420,984
Net investment gain or loss from common/collective trusts2013-12-31$5,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$55,083
Contract administrator fees2013-12-31$1,770
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31AVERETT WARMUS DURKEE
Accountancy firm EIN2013-12-31593214308
2012 : THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$593,531
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$139,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$106,105
Value of total corrective distributions2012-12-31$31,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$349,014
Value of total assets at end of year2012-12-31$2,955,149
Value of total assets at beginning of year2012-12-31$2,500,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,860
Total interest from all sources2012-12-31$4,628
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$33,541
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$33,541
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
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$349,014
Participant contributions at end of year2012-12-31$123,608
Participant contributions at beginning of year2012-12-31$91,148
Participant contributions at beginning of year2012-12-31$4,864
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$454,312
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,955,149
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,500,837
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$2,053,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,815,390
Interest on participant loans2012-12-31$4,628
Value of interest in common/collective trusts at end of year2012-12-31$778,299
Value of interest in common/collective trusts at beginning of year2012-12-31$589,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$202,386
Net investment gain or loss from common/collective trusts2012-12-31$3,962
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$106,105
Contract administrator fees2012-12-31$1,860
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 name2012-12-31AVERETT WARMUS DURKEE
Accountancy firm EIN2012-12-31593214308
2011 : THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$264,292
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$125,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$104,012
Value of total corrective distributions2011-12-31$20,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$342,108
Value of total assets at end of year2011-12-31$2,500,837
Value of total assets at beginning of year2011-12-31$2,362,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,028
Total interest from all sources2011-12-31$4,418
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$31,728
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$31,728
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$326,407
Participant contributions at end of year2011-12-31$91,148
Participant contributions at beginning of year2011-12-31$112,645
Participant contributions at end of year2011-12-31$4,864
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$15,701
Administrative expenses (other) incurred2011-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$138,488
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,500,837
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,362,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,815,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,762,227
Interest on participant loans2011-12-31$4,418
Value of interest in common/collective trusts at end of year2011-12-31$589,435
Value of interest in common/collective trusts at beginning of year2011-12-31$487,477
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-119,939
Net investment gain or loss from common/collective trusts2011-12-31$5,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$104,012
Contract administrator fees2011-12-31$1,025
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31AVERETT WARMUS DURKEE
Accountancy firm EIN2011-12-31593214308
2010 : THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$444,388
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$84,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$84,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$201,288
Value of total assets at end of year2010-12-31$2,362,349
Value of total assets at beginning of year2010-12-31$2,002,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$615
Total interest from all sources2010-12-31$5,915
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$19,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$19,602
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$201,288
Participant contributions at end of year2010-12-31$112,645
Participant contributions at beginning of year2010-12-31$143,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$359,555
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,362,349
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,002,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,762,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,488,788
Interest on participant loans2010-12-31$5,915
Value of interest in common/collective trusts at end of year2010-12-31$487,477
Value of interest in common/collective trusts at beginning of year2010-12-31$370,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$210,722
Net investment gain or loss from common/collective trusts2010-12-31$6,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$84,218
Contract administrator fees2010-12-31$615
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31AVERETT WARMUS DURKEE
Accountancy firm EIN2010-12-31593214308
2009 : THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001 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 THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001

2015: THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001 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: THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001 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: THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001 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: THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001 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: THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001 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 is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE TRUSTEES OF SAWGRASS FORD, INC. 401(K) PROFIT SHARING PLAN 001 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 is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number374459-01
Policy instance 1
Insurance contract or identification number374459-01
Number of Individuals Covered135
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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