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SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameSULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

SULLIVAN AUTOMOTIVE GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:SULLIVAN AUTOMOTIVE GROUP, INC.
Employer identification number (EIN):593604074
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about SULLIVAN AUTOMOTIVE GROUP, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1999-09-22
Company Identification Number: P99000084538
Legal Registered Office Address: 4000 SW COLLEGE ROAD

OCALA

34474

More information about SULLIVAN AUTOMOTIVE GROUP, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHRIS SMITH CHRIS SMITH2018-10-15
0012016-01-01CHRISTOPHER SMITH CHRISTOPHER SMITH2018-01-31
0012015-01-01CHRISTOPHER SMITH CHRISTOPHER SMITH2016-10-17
0012014-01-01CHRISTOPHER SMITH
0012013-01-01CHRISTOPHER SMITH
0012012-01-01CHRISTOPHER SMITH
0012011-01-01CHRISTOPHER SMITH
0012010-01-01CHRISTOPHER SMITH
0012009-01-01CHRISTOPHER SMITH

Plan Statistics for SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01235
Total number of active participants reported on line 7a of the Form 55002022-01-01193
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0139
Total of all active and inactive participants2022-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01232
Number of participants with account balances2022-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01242
Total number of active participants reported on line 7a of the Form 55002021-01-01183
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0146
Total of all active and inactive participants2021-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01229
Number of participants with account balances2021-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01230
Total number of active participants reported on line 7a of the Form 55002020-01-01179
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0151
Total of all active and inactive participants2020-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01230
Number of participants with account balances2020-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01216
Total number of active participants reported on line 7a of the Form 55002019-01-01173
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0145
Total of all active and inactive participants2019-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01218
Number of participants with account balances2019-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01201
Total number of active participants reported on line 7a of the Form 55002018-01-01170
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01208
Number of participants with account balances2018-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0112
2017: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01206
Total number of active participants reported on line 7a of the Form 55002017-01-01165
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0130
Total of all active and inactive participants2017-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01195
Number of participants with account balances2017-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01202
Total number of active participants reported on line 7a of the Form 55002016-01-01177
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01201
Number of participants with account balances2016-01-01126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01268
Total number of active participants reported on line 7a of the Form 55002015-01-01212
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 participants2015-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01230
Number of participants with account balances2015-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-013
2014: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01262
Total number of active participants reported on line 7a of the Form 55002014-01-01185
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0152
Total of all active and inactive participants2014-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01238
Number of participants with account balances2014-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01239
Total number of active participants reported on line 7a of the Form 55002013-01-01188
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0155
Total of all active and inactive participants2013-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01244
Number of participants with account balances2013-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01244
Total number of active participants reported on line 7a of the Form 55002012-01-01173
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0156
Total of all active and inactive participants2012-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01229
Number of participants with account balances2012-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01247
Total number of active participants reported on line 7a of the Form 55002011-01-01172
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0160
Total of all active and inactive participants2011-01-01232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01232
Number of participants with account balances2011-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01273
Total number of active participants reported on line 7a of the Form 55002010-01-01179
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0167
Total of all active and inactive participants2010-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01246
Number of participants with account balances2010-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01281
Total number of active participants reported on line 7a of the Form 55002009-01-01182
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0172
Total of all active and inactive participants2009-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01254
Number of participants with account balances2009-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$25,007
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$21,902
Total income from all sources (including contributions)2022-12-31$-279,322
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$230,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$162,550
Value of total corrective distributions2022-12-31$30,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$836,725
Value of total assets at end of year2022-12-31$7,067,341
Value of total assets at beginning of year2022-12-31$7,574,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$37,810
Total interest from all sources2022-12-31$14,155
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,635
Administrative expenses professional fees incurred2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$603,003
Participant contributions at end of year2022-12-31$233,684
Participant contributions at beginning of year2022-12-31$212,348
Participant contributions at end of year2022-12-31$12,990
Participant contributions at beginning of year2022-12-31$8,671
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$25,007
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$21,902
Administrative expenses (other) incurred2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-509,815
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,042,334
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,552,149
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$6,816,878
Value of interest in pooled separate accounts at beginning of year2022-12-31$7,337,039
Interest on participant loans2022-12-31$14,155
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$12,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,131,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$233,722
Employer contributions (assets) at end of year2022-12-31$3,789
Employer contributions (assets) at beginning of year2022-12-31$3,710
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$162,550
Contract administrator fees2022-12-31$37,810
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JAMES MOORE & CO., PL
Accountancy firm EIN2022-12-31593204548
2021 : SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$21,902
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,722
Total income from all sources (including contributions)2021-12-31$1,435,823
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,014,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$951,018
Value of total corrective distributions2021-12-31$37,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$630,275
Value of total assets at end of year2021-12-31$7,574,051
Value of total assets at beginning of year2021-12-31$7,136,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,067
Total interest from all sources2021-12-31$17,910
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$470,008
Participant contributions at end of year2021-12-31$212,348
Participant contributions at beginning of year2021-12-31$301,255
Participant contributions at end of year2021-12-31$8,671
Participant contributions at beginning of year2021-12-31$8,010
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$363
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$21,902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$5,722
Administrative expenses (other) incurred2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$420,990
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,552,149
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,131,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$7,337,039
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,817,809
Interest on participant loans2021-12-31$17,910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$12,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,842
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$787,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$160,267
Employer contributions (assets) at end of year2021-12-31$3,710
Employer contributions (assets) at beginning of year2021-12-31$1,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$950,655
Contract administrator fees2021-12-31$26,067
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31JAMES MOORE & CO., PL
Accountancy firm EIN2021-12-31593204548
2020 : SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,443
Total income from all sources (including contributions)2020-12-31$1,070,814
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$858,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$819,472
Value of total corrective distributions2020-12-31$4,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$512,729
Value of total assets at end of year2020-12-31$7,136,881
Value of total assets at beginning of year2020-12-31$6,922,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$34,327
Total interest from all sources2020-12-31$21,513
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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$394,240
Participant contributions at end of year2020-12-31$301,255
Participant contributions at beginning of year2020-12-31$309,182
Participant contributions at end of year2020-12-31$8,010
Participant contributions at beginning of year2020-12-31$7,763
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$5,722
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$3,443
Administrative expenses (other) incurred2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$212,187
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,131,159
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,918,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$6,817,809
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,587,122
Interest on participant loans2020-12-31$21,313
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$16,437
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$536,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$118,489
Employer contributions (assets) at end of year2020-12-31$1,965
Employer contributions (assets) at beginning of year2020-12-31$1,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$819,472
Contract administrator fees2020-12-31$34,327
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31JAMES MOORE & CO., PL
Accountancy firm EIN2020-12-31593204548
2019 : SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,443
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,443
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,439
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,439
Total income from all sources (including contributions)2019-12-31$1,778,495
Total income from all sources (including contributions)2019-12-31$1,778,495
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,576,429
Total of all expenses incurred2019-12-31$1,576,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,550,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,550,506
Value of total corrective distributions2019-12-31$5,200
Value of total corrective distributions2019-12-31$5,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$511,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$511,331
Value of total assets at end of year2019-12-31$6,922,415
Value of total assets at end of year2019-12-31$6,922,415
Value of total assets at beginning of year2019-12-31$6,720,345
Value of total assets at beginning of year2019-12-31$6,720,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$20,723
Total interest from all sources2019-12-31$20,595
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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 year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$390,355
Contributions received from participants2019-12-31$390,355
Participant contributions at end of year2019-12-31$309,182
Participant contributions at end of year2019-12-31$309,182
Participant contributions at beginning of year2019-12-31$315,549
Participant contributions at beginning of year2019-12-31$315,549
Participant contributions at end of year2019-12-31$7,763
Participant contributions at end of year2019-12-31$7,763
Participant contributions at beginning of year2019-12-31$4,466
Participant contributions at beginning of year2019-12-31$4,466
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$3,443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$3,439
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$202,066
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,918,972
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,918,972
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,716,906
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,716,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$14,647
Investment advisory and management fees2019-12-31$14,647
Value of interest in pooled separate accounts at end of year2019-12-31$6,587,122
Value of interest in pooled separate accounts at end of year2019-12-31$6,587,122
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,378,277
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,378,277
Interest on participant loans2019-12-31$20,284
Interest on participant loans2019-12-31$20,284
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$311
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$311
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$16,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$20,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$20,211
Net investment gain/loss from pooled separate accounts2019-12-31$1,246,569
Net investment gain/loss from pooled separate accounts2019-12-31$1,246,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$120,976
Contributions received in cash from employer2019-12-31$120,976
Employer contributions (assets) at end of year2019-12-31$1,911
Employer contributions (assets) at end of year2019-12-31$1,911
Employer contributions (assets) at beginning of year2019-12-31$1,842
Employer contributions (assets) at beginning of year2019-12-31$1,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,550,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,550,506
Contract administrator fees2019-12-31$6,076
Contract administrator fees2019-12-31$6,076
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JAMES MOORE & CO., PL
Accountancy firm name2019-12-31JAMES MOORE & CO., PL
Accountancy firm EIN2019-12-31593204548
Accountancy firm EIN2019-12-31593204548
2018 : SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,439
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,301
Total income from all sources (including contributions)2018-12-31$163,318
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$504,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$460,931
Value of total corrective distributions2018-12-31$19,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$559,993
Value of total assets at end of year2018-12-31$6,720,345
Value of total assets at beginning of year2018-12-31$7,067,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,819
Total interest from all sources2018-12-31$20,135
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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$425,591
Participant contributions at end of year2018-12-31$315,549
Participant contributions at beginning of year2018-12-31$354,486
Participant contributions at end of year2018-12-31$4,466
Participant contributions at beginning of year2018-12-31$9,277
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$3,439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$9,301
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-340,894
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,716,906
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,057,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$6,378,277
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,669,448
Interest on participant loans2018-12-31$19,775
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$360
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$20,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$29,898
Net investment gain/loss from pooled separate accounts2018-12-31$-416,810
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$134,402
Employer contributions (assets) at end of year2018-12-31$1,842
Employer contributions (assets) at beginning of year2018-12-31$3,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$460,931
Contract administrator fees2018-12-31$23,819
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31JAMES MOORE & CO., P.L.
Accountancy firm EIN2018-12-31593204548
2017 : SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,301
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$1,508,882
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$320,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$253,920
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$41,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$541,538
Value of total assets at end of year2017-12-31$7,067,101
Value of total assets at beginning of year2017-12-31$5,869,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,863
Total interest from all sources2017-12-31$16,042
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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$412,345
Participant contributions at end of year2017-12-31$354,486
Participant contributions at beginning of year2017-12-31$329,690
Participant contributions at end of year2017-12-31$9,277
Participant contributions at beginning of year2017-12-31$7,178
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$9,301
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,188,687
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,057,800
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,869,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$6,669,448
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,657,794
Interest on participant loans2017-12-31$16,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$29,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$874,137
Net investment gain or loss from common/collective trusts2017-12-31$951,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$129,193
Employer contributions (assets) at end of year2017-12-31$3,992
Employer contributions (assets) at beginning of year2017-12-31$314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$253,920
Contract administrator fees2017-12-31$24,863
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31JAMES MOORE & CO., P.L.
Accountancy firm EIN2017-12-31593204548
2016 : SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$852,452
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$242,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$157,137
Value of total corrective distributions2016-12-31$64,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$534,120
Value of total assets at end of year2016-12-31$5,869,113
Value of total assets at beginning of year2016-12-31$5,258,911
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,914
Total interest from all sources2016-12-31$17,937
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$399,520
Participant contributions at end of year2016-12-31$329,690
Participant contributions at beginning of year2016-12-31$355,120
Participant contributions at end of year2016-12-31$7,178
Participant contributions at beginning of year2016-12-31$6,237
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,283
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$610,202
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,869,113
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,258,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$4,657,794
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,493,951
Interest on participant loans2016-12-31$17,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$874,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$399,609
Net investment gain/loss from pooled separate accounts2016-12-31$300,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$122,317
Employer contributions (assets) at end of year2016-12-31$314
Employer contributions (assets) at beginning of year2016-12-31$3,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$157,137
Contract administrator fees2016-12-31$20,914
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JAMES MOORE & CO., P.L.
Accountancy firm EIN2016-12-31593204548
2015 : SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$1,146
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$439,301
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,478,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,423,711
Expenses. Certain deemed distributions of participant loans2015-12-31$18,768
Value of total corrective distributions2015-12-31$20,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$489,642
Value of total assets at end of year2015-12-31$5,258,911
Value of total assets at beginning of year2015-12-31$6,299,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,733
Total interest from all sources2015-12-31$18,641
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$403,440
Participant contributions at end of year2015-12-31$355,120
Participant contributions at beginning of year2015-12-31$440,746
Participant contributions at end of year2015-12-31$6,237
Participant contributions at beginning of year2015-12-31$24,072
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$17,847
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$1,146
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,038,977
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,258,911
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,297,888
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
Investment advisory and management fees2015-12-31$15,733
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,493,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,834,216
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$18,641
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$399,609
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-68,982
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
Contributions received in cash from employer2015-12-31$68,355
Employer contributions (assets) at end of year2015-12-31$3,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,423,711
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
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JAMES MOORE & CO., P.L.
Accountancy firm EIN2015-12-31593204548
2014 : SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 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$1,146
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$552
Total income from all sources (including contributions)2014-12-31$681,182
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$670,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$640,243
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$4,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$386,258
Value of total assets at end of year2014-12-31$6,299,034
Value of total assets at beginning of year2014-12-31$6,287,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$25,701
Total interest from all sources2014-12-31$20,549
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
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 period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$386,258
Participant contributions at end of year2014-12-31$440,746
Participant contributions at beginning of year2014-12-31$435,274
Participant contributions at end of year2014-12-31$24,072
Participant contributions at beginning of year2014-12-31$19,368
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,146
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$552
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$11,083
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,297,888
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,286,805
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
Investment advisory and management fees2014-12-31$17,748
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,834,216
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,832,715
Interest on participant loans2014-12-31$20,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$274,375
Net investment gain/loss from pooled separate accounts2014-12-31$0
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
Contributions received in cash from employer2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$640,243
Contract administrator fees2014-12-31$7,953
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
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 name2014-12-31JAMES MOORE & CO., P.L.
Accountancy firm EIN2014-12-31593204548
2013 : SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 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$552
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$515
Expenses. Interest paid2013-12-31$7
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$7
Total income from all sources (including contributions)2013-12-31$1,063,003
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$296,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$277,071
Value of total corrective distributions2013-12-31$8,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$384,555
Value of total assets at end of year2013-12-31$6,287,357
Value of total assets at beginning of year2013-12-31$5,520,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,391
Total interest from all sources2013-12-31$23,339
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$337,013
Participant contributions at end of year2013-12-31$435,274
Participant contributions at beginning of year2013-12-31$501,374
Participant contributions at end of year2013-12-31$19,368
Participant contributions at beginning of year2013-12-31$28,196
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,714
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$47,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$515
Administrative expenses (other) incurred2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$766,985
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,286,805
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,519,820
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
Investment advisory and management fees2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$5,832,715
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,734,437
Interest on participant loans2013-12-31$23,339
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$254,614
Net investment gain/loss from pooled separate accounts2013-12-31$655,109
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
Contributions received in cash from employer2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$277,071
Contract administrator fees2013-12-31$10,391
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 name2013-12-31JAMES MOORE & CO., P.L.
Accountancy firm EIN2013-12-31593204548
2012 : SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 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$515
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$448
Total income from all sources (including contributions)2012-12-31$806,360
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$372,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$338,265
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$297,530
Value of total assets at end of year2012-12-31$5,520,335
Value of total assets at beginning of year2012-12-31$5,086,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,657
Total interest from all sources2012-12-31$26,985
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$297,530
Participant contributions at end of year2012-12-31$501,374
Participant contributions at beginning of year2012-12-31$411,563
Participant contributions at end of year2012-12-31$28,196
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,714
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$21,047
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$515
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$448
Administrative expenses (other) incurred2012-12-31$19,074
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$433,438
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,519,820
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,086,382
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
Investment advisory and management fees2012-12-31$7,334
Value of interest in pooled separate accounts at end of year2012-12-31$4,734,437
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,424,278
Interest on participant loans2012-12-31$26,985
Income. Interest from loans (other than to participants)2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$254,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$229,942
Net investment gain/loss from pooled separate accounts2012-12-31$481,845
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
Contributions received in cash from employer2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$338,265
Contract administrator fees2012-12-31$8,249
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 name2012-12-31JAMES MOORE & CO., P.L.
Accountancy firm EIN2012-12-31593204548
2011 : SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 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$448
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$448
Total income from all sources (including contributions)2011-12-31$248,779
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$484,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$443,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$323,167
Value of total assets at end of year2011-12-31$5,086,830
Value of total assets at beginning of year2011-12-31$5,322,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$40,556
Total interest from all sources2011-12-31$22,428
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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$309,545
Participant contributions at end of year2011-12-31$411,563
Participant contributions at beginning of year2011-12-31$346,454
Assets. Other investments not covered elsewhere at end of year2011-12-31$21,047
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$44,993
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$13,622
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$448
Administrative expenses (other) incurred2011-12-31$24,893
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-235,558
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,086,382
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,321,940
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
Investment advisory and management fees2011-12-31$3,200
Value of interest in pooled separate accounts at end of year2011-12-31$4,424,278
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,725,692
Interest on participant loans2011-12-31$22,428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$229,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$205,249
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
Contributions received in cash from employer2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$443,781
Contract administrator fees2011-12-31$12,463
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 name2011-12-31JAMES MOORE & CO., P.L.
Accountancy firm EIN2011-12-31593204548
2010 : SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 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$448
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$448
Total income from all sources (including contributions)2010-12-31$850,760
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$760,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$697,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$330,969
Value of total assets at end of year2010-12-31$5,322,388
Value of total assets at beginning of year2010-12-31$5,232,229
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$62,900
Total interest from all sources2010-12-31$21,709
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 year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$33,175
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$330,969
Participant contributions at end of year2010-12-31$346,454
Participant contributions at beginning of year2010-12-31$323,079
Assets. Other investments not covered elsewhere at end of year2010-12-31$44,993
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$69,115
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$448
Administrative expenses (other) incurred2010-12-31$29,725
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$90,159
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,321,940
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,231,781
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 pooled separate accounts at end of year2010-12-31$4,725,692
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,657,377
Interest on participant loans2010-12-31$21,709
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$205,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$181,135
Net investment gain/loss from pooled separate accounts2010-12-31$498,082
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
Contributions received in cash from employer2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$697,701
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 name2010-12-31JAMES MOORE & CO., P.L.
Accountancy firm EIN2010-12-31593204548
2009 : SULLIVAN AUTOMOTIVE GROUP, INC. 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 securities2009-12-31$0

Form 5500 Responses for SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN

2022: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SULLIVAN AUTOMOTIVE GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number776855-01
Policy instance 1
Insurance contract or identification number776855-01
Number of Individuals Covered144
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM86263-1
Policy instance 1
Insurance contract or identification numberRM86263-1
Number of Individuals Covered140
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $22,741
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,636
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM86263-1
Policy instance 1
Insurance contract or identification numberRM86263-1
Number of Individuals Covered131
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $23,660
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $395
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM86263-1
Policy instance 1
Insurance contract or identification numberRM86263-1
Number of Individuals Covered137
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $23,084
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,003
Insurance broker organization code?3
Amount paid for insurance broker fees0
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 86263-1
Policy instance 1
Insurance contract or identification numberRM 86263-1
Number of Individuals Covered208
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $22,302
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $804
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 86263-1
Policy instance 1
Insurance contract or identification numberRM 86263-1
Number of Individuals Covered128
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $22,010
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $683
Insurance broker organization code?3
Insurance broker nameROBERT G WILKESS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 86263-1
Policy instance 1
Insurance contract or identification numberRM 86263-1
Number of Individuals Covered115
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $35,466
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,651
Insurance broker organization code?3
Insurance broker nameFORREST WILLIAMS
NATIONWIDE TRUST COMPANY FSB (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number551-80022
Policy instance 1
Insurance contract or identification number551-80022
Number of Individuals Covered238
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,760
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $1,760
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY SMITH BARNEY
NATIONWIDE TRUST COMPANY FSB (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number551-80022
Policy instance 1
Insurance contract or identification number551-80022
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $3,646
Commission paid to Insurance BrokerUSD $3,646
Insurance broker organization code?4
Insurance broker nameMORGAN STANLEY SMITH BARNEY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39273
Policy instance 1
Insurance contract or identification number39273
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $26,059
Total amount of fees paid to insurance companyUSD $10,987
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $26,059
Insurance broker organization code?4
Amount paid for insurance broker fees10788
Additional information about fees paid to insurance brokerCONSULTING
Insurance broker nameFIDELITY MANAGEMENT AND RESEARCH CO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39273
Policy instance 1
Insurance contract or identification number39273
Number of Individuals Covered169
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $34,008
Total amount of fees paid to insurance companyUSD $9,753
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number39273
Policy instance 1
Insurance contract or identification number39273
Number of Individuals Covered165
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $50,446
Total amount of fees paid to insurance companyUSD $10,681
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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