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SOUTH COUNTY CHRYSLER-JEEP-DODGE 401(K) PLAN 401k Plan overview

Plan NameSOUTH COUNTY CHRYSLER-JEEP-DODGE 401(K) PLAN
Plan identification number 001

SOUTH COUNTY CHRYSLER-JEEP-DODGE 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

SOUTH COUNTY CDJR, LLC has sponsored the creation of one or more 401k plans.

Company Name:SOUTH COUNTY CDJR, LLC
Employer identification number (EIN):824178012
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH COUNTY CHRYSLER-JEEP-DODGE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01ANGELA GREENWOOD2022-03-24
0012020-01-01
0012019-01-01

Plan Statistics for SOUTH COUNTY CHRYSLER-JEEP-DODGE 401(K) PLAN

401k plan membership statisitcs for SOUTH COUNTY CHRYSLER-JEEP-DODGE 401(K) PLAN

Measure Date Value
2020: SOUTH COUNTY CHRYSLER-JEEP-DODGE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01120
Total number of active participants reported on line 7a of the Form 55002020-01-012
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0139
Total of all active and inactive participants2020-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0141
Number of participants with account balances2020-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0120
2019: SOUTH COUNTY CHRYSLER-JEEP-DODGE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01149
Total number of active participants reported on line 7a of the Form 55002019-01-0179
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0130
Total of all active and inactive participants2019-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01109
Number of participants with account balances2019-01-0173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0117

Financial Data on SOUTH COUNTY CHRYSLER-JEEP-DODGE 401(K) PLAN

Measure Date Value
2020 : SOUTH COUNTY CHRYSLER-JEEP-DODGE 401(K) PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$289,293
Total of all expenses incurred2020-12-31$416,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$395,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$40,951
Value of total assets at end of year2020-12-31$1,573,459
Value of total assets at beginning of year2020-12-31$1,700,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$20,893
Total interest from all sources2020-12-31$2,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31No
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$32,037
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$61,172
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$2,704
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$700
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$17,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-126,860
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,573,459
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,700,319
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
Investment advisory and management fees2020-12-31$3,415
Value of interest in pooled separate accounts at end of year2020-12-31$1,501,139
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,557,096
Interest on participant loans2020-12-31$2,070
Interest earned on other investments2020-12-31$582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$72,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$78,671
Net investment gain/loss from pooled separate accounts2020-12-31$245,690
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$8,214
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$395,260
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PISENTI & BRINKER LLP
Accountancy firm EIN2020-12-31941585562
2019 : SOUTH COUNTY CHRYSLER-JEEP-DODGE 401(K) PLAN 2019 401k financial data
Total transfer of assets from this plan2019-12-31$823,841
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,943
Total income from all sources (including contributions)2019-12-31$681,478
Total of all expenses incurred2019-12-31$334,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$321,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$293,763
Value of total assets at end of year2019-12-31$1,700,319
Value of total assets at beginning of year2019-12-31$2,192,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,858
Total interest from all sources2019-12-31$2,483
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 bond2019-12-31No
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
Contributions received from participants2019-12-31$213,221
Participant contributions at end of year2019-12-31$61,172
Participant contributions at beginning of year2019-12-31$79,788
Participant contributions at end of year2019-12-31$2,704
Participant contributions at beginning of year2019-12-31$9,405
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,645
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$14,943
Administrative expenses (other) incurred2019-12-31$11,455
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$347,027
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,700,319
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,177,133
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,403
Value of interest in pooled separate accounts at end of year2019-12-31$1,557,096
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,011,871
Interest on participant loans2019-12-31$2,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$78,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$88,661
Net investment gain/loss from pooled separate accounts2019-12-31$385,232
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$52,897
Employer contributions (assets) at end of year2019-12-31$676
Employer contributions (assets) at beginning of year2019-12-31$2,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$321,593
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PISENTI & BRINKER LLP
Accountancy firm EIN2019-12-31941585562

Form 5500 Responses for SOUTH COUNTY CHRYSLER-JEEP-DODGE 401(K) PLAN

2020: SOUTH COUNTY CHRYSLER-JEEP-DODGE 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: SOUTH COUNTY CHRYSLER-JEEP-DODGE 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601799
Policy instance 1
Insurance contract or identification number601799
Number of Individuals Covered39
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601799
Policy instance 1
Insurance contract or identification number601799
Number of Individuals Covered73
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,493
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 $2,493
Insurance broker organization code?3

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