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SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 401k Plan overview

Plan NameSOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN
Plan identification number 001

SOUTH BAY FORD, INC AND FORD WEST 401(K) 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.

401k Sponsoring company profile

SOUTH BAY FORD has sponsored the creation of one or more 401k plans.

Company Name:SOUTH BAY FORD
Employer identification number (EIN):954451497
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SOUTH BAY FORD, INC AND FORD WEST 401(K) 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
0012017-01-01LISA ORTEGA
0012016-01-01LISA ORTEGA
0012015-01-01DAYNA PEPOY GARY PREMEAUX2016-10-13
0012014-01-01DAYNA PEPOY GARY PREMEAUX2015-10-14
0012013-01-01DAYNA PEPOY
0012012-01-01DAYNA PEPOY
0012011-01-01BETH GREEN
0012010-01-01BETH GREEN
0012009-01-01GARY PREMEAUX

Plan Statistics for SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN

401k plan membership statisitcs for SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN

Measure Date Value
2022: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01325
Total number of active participants reported on line 7a of the Form 55002022-01-01177
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0134
Total of all active and inactive participants2022-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01211
Number of participants with account balances2022-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01216
Total number of active participants reported on line 7a of the Form 55002021-01-01176
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01143
Total of all active and inactive participants2021-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01319
Number of participants with account balances2021-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01408
Total number of active participants reported on line 7a of the Form 55002020-01-01173
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0137
Total of all active and inactive participants2020-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01210
Number of participants with account balances2020-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01396
Total number of active participants reported on line 7a of the Form 55002019-01-01200
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01203
Total of all active and inactive participants2019-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01403
Number of participants with account balances2019-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01376
Total number of active participants reported on line 7a of the Form 55002018-01-01202
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01188
Total of all active and inactive participants2018-01-01390
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01390
Number of participants with account balances2018-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01367
Total number of active participants reported on line 7a of the Form 55002017-01-01186
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01175
Total of all active and inactive participants2017-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01361
Number of participants with account balances2017-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01294
Total number of active participants reported on line 7a of the Form 55002016-01-01193
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01165
Total of all active and inactive participants2016-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01358
Number of participants with account balances2016-01-01330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01284
Total number of active participants reported on line 7a of the Form 55002015-01-01152
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01134
Total of all active and inactive participants2015-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01286
Number of participants with account balances2015-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01288
Total number of active participants reported on line 7a of the Form 55002014-01-01151
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01129
Total of all active and inactive participants2014-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01280
Number of participants with account balances2014-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01290
Total number of active participants reported on line 7a of the Form 55002013-01-01165
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01123
Total of all active and inactive participants2013-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01288
Number of participants with account balances2013-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01297
Total number of active participants reported on line 7a of the Form 55002012-01-01163
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01123
Total of all active and inactive participants2012-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01286
Number of participants with account balances2012-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01268
Total number of active participants reported on line 7a of the Form 55002011-01-01170
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01114
Total of all active and inactive participants2011-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01284
Number of participants with account balances2011-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01260
Total number of active participants reported on line 7a of the Form 55002010-01-01174
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0188
Total of all active and inactive participants2010-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01263
Number of participants with account balances2010-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01266
Total number of active participants reported on line 7a of the Form 55002009-01-01171
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0183
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 balances2009-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN

Measure Date Value
2022 : SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-488,798
Total of all expenses incurred2022-12-31$514,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$475,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$720,053
Value of total assets at end of year2022-12-31$7,017,226
Value of total assets at beginning of year2022-12-31$8,020,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$38,271
Total interest from all sources2022-12-31$21,602
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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 period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$569,707
Participant contributions at end of year2022-12-31$196,415
Participant contributions at beginning of year2022-12-31$229,470
Participant contributions at end of year2022-12-31$138
Participant contributions at beginning of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$333
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$391
Administrative expenses (other) incurred2022-12-31$20,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,002,992
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,017,226
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,020,218
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
Investment advisory and management fees2022-12-31$17,599
Value of interest in pooled separate accounts at end of year2022-12-31$5,428,505
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,354,064
Interest on participant loans2022-12-31$10,407
Interest earned on other investments2022-12-31$11,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,391,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,436,293
Net investment gain/loss from pooled separate accounts2022-12-31$-1,230,453
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$150,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$475,923
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31ROGERS CLEM & COMPANY
Accountancy firm EIN2022-12-31952694521
2021 : SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,402,130
Total of all expenses incurred2021-12-31$239,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$205,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$710,002
Value of total assets at end of year2021-12-31$8,020,218
Value of total assets at beginning of year2021-12-31$6,857,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$33,522
Total interest from all sources2021-12-31$21,025
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$532,240
Participant contributions at end of year2021-12-31$229,470
Participant contributions at beginning of year2021-12-31$201,282
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$77,762
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$391
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$15,402
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$1,162,898
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,020,218
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,857,320
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
Investment advisory and management fees2021-12-31$18,120
Value of interest in pooled separate accounts at end of year2021-12-31$6,354,064
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,379,235
Interest on participant loans2021-12-31$11,090
Interest earned on other investments2021-12-31$9,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,436,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,276,803
Net investment gain/loss from pooled separate accounts2021-12-31$671,103
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$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$205,710
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31ROGERS CLEM & COMPANY
Accountancy firm EIN2021-12-31952694521
2020 : SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,371,358
Total of all expenses incurred2020-12-31$585,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$557,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$423,461
Value of total assets at end of year2020-12-31$6,857,320
Value of total assets at beginning of year2020-12-31$6,071,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$27,861
Total interest from all sources2020-12-31$20,690
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 period2020-12-31Yes
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$423,461
Participant contributions at end of year2020-12-31$201,282
Participant contributions at beginning of year2020-12-31$195,749
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$15,649
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$785,967
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,857,320
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,071,353
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$12,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,465,704
Value of interest in pooled separate accounts at end of year2020-12-31$5,379,235
Interest on participant loans2020-12-31$10,811
Interest earned on other investments2020-12-31$9,878
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,309,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,309,900
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,276,803
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$101
Net investment gain/loss from pooled separate accounts2020-12-31$927,106
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
Employer contributions (assets) at beginning of year2020-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$557,530
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 name2020-12-31ROGERS CLEM & COMPANY
Accountancy firm EIN2020-12-31952694521
2019 : SOUTH BAY FORD, INC AND FORD WEST 401(K) 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$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,363,256
Total income from all sources (including contributions)2019-12-31$1,363,256
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$446,926
Total of all expenses incurred2019-12-31$446,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$443,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$443,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$556,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$556,044
Value of total assets at end of year2019-12-31$6,071,353
Value of total assets at end of year2019-12-31$6,071,353
Value of total assets at beginning of year2019-12-31$5,155,023
Value of total assets at beginning of year2019-12-31$5,155,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,585
Total interest from all sources2019-12-31$19,589
Total interest from all sources2019-12-31$19,589
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$81,037
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$81,037
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$81,037
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$81,037
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
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$456,044
Contributions received from participants2019-12-31$456,044
Participant contributions at end of year2019-12-31$195,749
Participant contributions at end of year2019-12-31$195,749
Participant contributions at beginning of year2019-12-31$131,261
Participant contributions at beginning of year2019-12-31$131,261
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$916,330
Value of net income/loss2019-12-31$916,330
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,071,353
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,071,353
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,155,023
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,155,023
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,465,704
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,465,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,124,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,124,354
Interest on participant loans2019-12-31$12,229
Interest on participant loans2019-12-31$12,229
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,309,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,309,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$799,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$799,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$799,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$799,408
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$7,360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$7,360
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$706,586
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$706,586
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$100,000
Contributions received in cash from employer2019-12-31$100,000
Employer contributions (assets) at end of year2019-12-31$100,000
Employer contributions (assets) at end of year2019-12-31$100,000
Employer contributions (assets) at beginning of year2019-12-31$100,000
Employer contributions (assets) at beginning of year2019-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$443,341
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$443,341
Contract administrator fees2019-12-31$3,585
Contract administrator fees2019-12-31$3,585
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 name2019-12-31ROGERS CLEM & COMPANY
Accountancy firm name2019-12-31ROGERS CLEM & COMPANY
Accountancy firm EIN2019-12-31952694521
Accountancy firm EIN2019-12-31952694521
2018 : SOUTH BAY FORD, INC AND FORD WEST 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$330,526
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$460,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$458,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$583,711
Value of total assets at end of year2018-12-31$5,155,023
Value of total assets at beginning of year2018-12-31$5,285,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,130
Total interest from all sources2018-12-31$15,031
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$63,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$63,765
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$478,698
Participant contributions at end of year2018-12-31$131,261
Participant contributions at beginning of year2018-12-31$105,096
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-130,265
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,155,023
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,285,288
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 registered invesment companies (eg mutual funds) at end of year2018-12-31$4,124,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,304,332
Interest on participant loans2018-12-31$5,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$799,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$775,860
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$775,860
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$9,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-331,981
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$100,000
Employer contributions (assets) at end of year2018-12-31$100,000
Employer contributions (assets) at beginning of year2018-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$458,661
Contract administrator fees2018-12-31$2,130
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 name2018-12-31ROGERS CLEM & COMPANY
Accountancy firm EIN2018-12-31952694521
2017 : SOUTH BAY FORD, INC AND FORD WEST 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,177,436
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$525,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$522,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$558,336
Value of total assets at end of year2017-12-31$5,285,288
Value of total assets at beginning of year2017-12-31$4,633,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,430
Total interest from all sources2017-12-31$6,561
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$52,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$52,823
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$456,086
Participant contributions at end of year2017-12-31$105,096
Participant contributions at beginning of year2017-12-31$116,735
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$62
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,250
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$652,147
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,285,288
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,633,141
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 end of year2017-12-31$4,304,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,435,167
Interest on participant loans2017-12-31$4,760
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$775,860
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$899,577
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$899,577
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,801
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$559,716
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$100,000
Employer contributions (assets) at end of year2017-12-31$100,000
Employer contributions (assets) at beginning of year2017-12-31$181,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$522,859
Contract administrator fees2017-12-31$2,430
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 name2017-12-31ROGERS CLEM & COMPANY
Accountancy firm EIN2017-12-31952694521
2016 : SOUTH BAY FORD, INC AND FORD WEST 401(K) 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$814,858
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$288,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$286,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$550,091
Value of total assets at end of year2016-12-31$4,633,141
Value of total assets at beginning of year2016-12-31$4,107,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,295
Total interest from all sources2016-12-31$1,121
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$45,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$45,596
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$365,907
Participant contributions at end of year2016-12-31$116,735
Participant contributions at beginning of year2016-12-31$150,368
Participant contributions at end of year2016-12-31$62
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$525,966
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,633,141
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,107,175
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$3,435,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,975,479
Interest on participant loans2016-12-31$850
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$899,577
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$781,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$781,328
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$271
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$218,050
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$184,184
Employer contributions (assets) at end of year2016-12-31$181,600
Employer contributions (assets) at beginning of year2016-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$286,597
Contract administrator fees2016-12-31$2,295
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Qualified
Accountancy firm name2016-12-31ROGERS CLEMS
Accountancy firm EIN2016-12-31952694521
2015 : SOUTH BAY FORD, INC AND FORD WEST 401(K) 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$0
Total income from all sources (including contributions)2015-12-31$641,154
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$191,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$182,597
Value of total corrective distributions2015-12-31$7,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$663,240
Value of total assets at end of year2015-12-31$4,107,175
Value of total assets at beginning of year2015-12-31$3,657,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,085
Total interest from all sources2015-12-31$9,215
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$37,961
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$37,961
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 period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$363,240
Participant contributions at end of year2015-12-31$150,368
Participant contributions at beginning of year2015-12-31$89,595
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$449,252
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,107,175
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,657,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,975,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,857,190
Interest on participant loans2015-12-31$9,005
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$781,328
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$711,138
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$711,138
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-69,262
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$300,000
Employer contributions (assets) at end of year2015-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$182,597
Contract administrator fees2015-12-31$2,085
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Adverse
Accountancy firm name2015-12-31ROGERS CLEMS
Accountancy firm EIN2015-12-31952694521
2014 : SOUTH BAY FORD, INC AND FORD WEST 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$424,069
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$247,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$233,860
Value of total corrective distributions2014-12-31$12,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$304,551
Value of total assets at end of year2014-12-31$3,657,923
Value of total assets at beginning of year2014-12-31$3,481,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,440
Total interest from all sources2014-12-31$4,008
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$42,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$42,934
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$304,551
Participant contributions at end of year2014-12-31$89,595
Participant contributions at beginning of year2014-12-31$106,652
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$9,870
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$176,703
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,657,923
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,481,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,857,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,632,362
Interest on participant loans2014-12-31$3,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$711,138
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$632,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$632,336
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$72,576
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
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$233,860
Contract administrator fees2014-12-31$1,440
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Adverse
Accountancy firm name2014-12-31ROGERS CLEMS
Accountancy firm EIN2014-12-31952694521
2013 : SOUTH BAY FORD, INC AND FORD WEST 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$774,652
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$239,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$235,228
Value of total corrective distributions2013-12-31$2,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$312,310
Value of total assets at end of year2013-12-31$3,481,220
Value of total assets at beginning of year2013-12-31$2,945,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,920
Total interest from all sources2013-12-31$2,890
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$26,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$26,663
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$211,191
Participant contributions at end of year2013-12-31$106,652
Participant contributions at beginning of year2013-12-31$133,321
Participant contributions at end of year2013-12-31$9,870
Participant contributions at beginning of year2013-12-31$16,753
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$535,256
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,481,220
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,945,964
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,632,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,037,920
Interest on participant loans2013-12-31$2,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$632,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$657,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$657,970
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$432,789
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$101,119
Employer contributions (assets) at end of year2013-12-31$100,000
Employer contributions (assets) at beginning of year2013-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$235,228
Contract administrator fees2013-12-31$1,920
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 name2013-12-31ROGERS CLEMS
Accountancy firm EIN2013-12-31952694521
2012 : SOUTH BAY FORD, INC AND FORD WEST 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$545,710
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$373,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$371,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$281,629
Value of total assets at end of year2012-12-31$2,945,964
Value of total assets at beginning of year2012-12-31$2,774,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,160
Total interest from all sources2012-12-31$5,925
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$32,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$32,414
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$167,212
Participant contributions at end of year2012-12-31$133,321
Participant contributions at beginning of year2012-12-31$112,475
Participant contributions at end of year2012-12-31$16,753
Participant contributions at beginning of year2012-12-31$5,132
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$14,417
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$171,933
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,945,964
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,774,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,037,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,901,526
Interest on participant loans2012-12-31$5,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$657,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$704,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$704,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$31
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$225,742
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$100,000
Employer contributions (assets) at end of year2012-12-31$100,000
Employer contributions (assets) at beginning of year2012-12-31$50,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$371,617
Contract administrator fees2012-12-31$2,160
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Qualified
Accountancy firm name2012-12-31ROGERS, CLEM & COMPANY
Accountancy firm EIN2012-12-31952694521
2011 : SOUTH BAY FORD, INC AND FORD WEST 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$190,141
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$396,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$393,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$210,039
Value of total assets at end of year2011-12-31$2,774,031
Value of total assets at beginning of year2011-12-31$2,979,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,390
Total interest from all sources2011-12-31$3,596
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$31,193
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$31,193
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$146,187
Participant contributions at end of year2011-12-31$112,475
Participant contributions at beginning of year2011-12-31$106,328
Participant contributions at end of year2011-12-31$5,132
Participant contributions at beginning of year2011-12-31$4,500
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$13,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-205,871
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,774,031
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,979,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,901,526
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,071,938
Interest on participant loans2011-12-31$3,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$704,898
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$697,136
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$697,136
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-54,687
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$50,000
Employer contributions (assets) at end of year2011-12-31$50,000
Employer contributions (assets) at beginning of year2011-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$393,622
Contract administrator fees2011-12-31$2,390
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 name2011-12-31ROGERS CLEM & COMPANY
Accountancy firm EIN2011-12-31952694521
2010 : SOUTH BAY FORD, INC AND FORD WEST 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$489,988
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$343,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$320,704
Expenses. Certain deemed distributions of participant loans2010-12-31$21,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$272,431
Value of total assets at end of year2010-12-31$2,979,902
Value of total assets at beginning of year2010-12-31$2,833,506
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,615
Total interest from all sources2010-12-31$4,714
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$34,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$34,126
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$172,431
Participant contributions at end of year2010-12-31$106,328
Participant contributions at beginning of year2010-12-31$119,510
Participant contributions at end of year2010-12-31$4,500
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$146,396
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,979,902
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,833,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,071,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,039,085
Interest on participant loans2010-12-31$4,659
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$697,136
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$674,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$674,911
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$55
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$178,717
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$100,000
Employer contributions (assets) at end of year2010-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$320,704
Contract administrator fees2010-12-31$1,615
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ROGERS CLEMS
Accountancy firm EIN2010-12-31952694521
2009 : SOUTH BAY FORD, INC AND FORD WEST 401(K) 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 SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN

2022: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: SOUTH BAY FORD, INC AND FORD WEST 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: SOUTH BAY FORD, INC AND FORD WEST 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 BAY FORD, INC AND FORD WEST 401(K) 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SOUTH BAY FORD, INC AND FORD WEST 401(K) 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SOUTH BAY FORD, INC AND FORD WEST 401(K) 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SOUTH BAY FORD, INC AND FORD WEST 401(K) 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SOUTH BAY FORD, INC AND FORD WEST 401(K) 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SOUTH BAY FORD, INC AND FORD WEST 401(K) 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SOUTH BAY FORD, INC AND FORD WEST 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SOUTH BAY FORD, INC AND FORD WEST 401(K) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SOUTH BAY FORD, INC AND FORD WEST 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SOUTH BAY FORD, INC AND FORD WEST 401(K) 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SOUTH BAY FORD, INC AND FORD WEST 401(K) 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number602339
Policy instance 1
Insurance contract or identification number602339
Number of Individuals Covered199
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number602339
Policy instance 1
Insurance contract or identification number602339
Number of Individuals Covered297
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 number602339
Policy instance 1
Insurance contract or identification number602339
Number of Individuals Covered201
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

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