STEVENS FORD INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STEVENS FORD INC. 401(K) PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for STEVENS FORD INC. 401(K) PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2022: STEVENS FORD INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership |
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Total participants, beginning-of-year | 2022-01-01 | 84 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 55 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 22 |
Total of all active and inactive participants | 2022-01-01 | 77 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 77 |
Number of participants with account balances | 2022-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: STEVENS FORD INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership |
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Total participants, beginning-of-year | 2021-01-01 | 73 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 54 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 22 |
Total of all active and inactive participants | 2021-01-01 | 76 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 76 |
Number of participants with account balances | 2021-01-01 | 48 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: STEVENS FORD INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership |
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Total participants, beginning-of-year | 2020-01-01 | 74 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 48 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 25 |
Total of all active and inactive participants | 2020-01-01 | 73 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 73 |
Number of participants with account balances | 2020-01-01 | 50 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: STEVENS FORD INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership |
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Total participants, beginning-of-year | 2019-01-01 | 74 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 48 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 26 |
Total of all active and inactive participants | 2019-01-01 | 74 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 74 |
Number of participants with account balances | 2019-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 1 |
2017: STEVENS FORD INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 78 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 56 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 23 |
Total of all active and inactive participants | 2017-01-01 | 79 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 79 |
Number of participants with account balances | 2017-01-01 | 46 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: STEVENS FORD INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 84 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 53 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 25 |
Total of all active and inactive participants | 2016-01-01 | 78 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 78 |
Number of participants with account balances | 2016-01-01 | 47 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
Measure | Date | Value |
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2022 : STEVENS FORD INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data |
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Transfers to/from the plan | 2022-12-31 | $0 |
Total plan liabilities at end of year | 2022-12-31 | $0 |
Total plan liabilities at beginning of year | 2022-12-31 | $0 |
Total income from all sources | 2022-12-31 | $-301,405 |
Expenses. Total of all expenses incurred | 2022-12-31 | $52,417 |
Benefits paid (including direct rollovers) | 2022-12-31 | $40,828 |
Total plan assets at end of year | 2022-12-31 | $1,849,085 |
Total plan assets at beginning of year | 2022-12-31 | $2,202,907 |
Value of fidelity bond covering the plan | 2022-12-31 | $100,000 |
Total contributions received or receivable from participants | 2022-12-31 | $45,474 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2022-12-31 | $7,370 |
Other income received | 2022-12-31 | $-357,916 |
Net income (gross income less expenses) | 2022-12-31 | $-353,822 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $1,849,085 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,202,907 |
Assets. Value of participant loans | 2022-12-31 | $19,049 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $3,667 |
Value of certain deemed distributions of participant loans | 2022-12-31 | $0 |
Value of corrective distributions | 2022-12-31 | $8 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $11,581 |
2021 : STEVENS FORD INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data |
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Transfers to/from the plan | 2021-12-31 | $0 |
Total plan liabilities at end of year | 2021-12-31 | $0 |
Total plan liabilities at beginning of year | 2021-12-31 | $0 |
Total income from all sources | 2021-12-31 | $324,828 |
Expenses. Total of all expenses incurred | 2021-12-31 | $71,636 |
Benefits paid (including direct rollovers) | 2021-12-31 | $50,650 |
Total plan assets at end of year | 2021-12-31 | $2,202,907 |
Total plan assets at beginning of year | 2021-12-31 | $1,949,715 |
Value of fidelity bond covering the plan | 2021-12-31 | $100,000 |
Total contributions received or receivable from participants | 2021-12-31 | $60,082 |
Expenses. Other expenses not covered elsewhere | 2021-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2021-12-31 | $0 |
Other income received | 2021-12-31 | $260,906 |
Net income (gross income less expenses) | 2021-12-31 | $253,192 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $2,202,907 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,949,715 |
Assets. Value of participant loans | 2021-12-31 | $35,603 |
Total contributions received or receivable from employer(s) | 2021-12-31 | $3,840 |
Value of certain deemed distributions of participant loans | 2021-12-31 | $0 |
Value of corrective distributions | 2021-12-31 | $9,351 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $11,635 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
Minimum employer required contribution for this plan year | 2021-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $0 |
2020 : STEVENS FORD INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data |
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Transfers to/from the plan | 2020-12-31 | $0 |
Total plan liabilities at end of year | 2020-12-31 | $0 |
Total plan liabilities at beginning of year | 2020-12-31 | $0 |
Total income from all sources | 2020-12-31 | $321,716 |
Expenses. Total of all expenses incurred | 2020-12-31 | $20,567 |
Benefits paid (including direct rollovers) | 2020-12-31 | $10,982 |
Total plan assets at end of year | 2020-12-31 | $1,949,715 |
Total plan assets at beginning of year | 2020-12-31 | $1,648,566 |
Value of fidelity bond covering the plan | 2020-12-31 | $100,000 |
Total contributions received or receivable from participants | 2020-12-31 | $58,826 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2020-12-31 | $0 |
Other income received | 2020-12-31 | $258,601 |
Net income (gross income less expenses) | 2020-12-31 | $301,149 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,949,715 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,648,566 |
Assets. Value of participant loans | 2020-12-31 | $33,663 |
Total contributions received or receivable from employer(s) | 2020-12-31 | $4,289 |
Value of certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of corrective distributions | 2020-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $9,585 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
2019 : STEVENS FORD INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data |
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Transfers to/from the plan | 2019-12-31 | $0 |
Total plan liabilities at end of year | 2019-12-31 | $0 |
Total plan liabilities at beginning of year | 2019-12-31 | $0 |
Total income from all sources | 2019-12-31 | $365,040 |
Expenses. Total of all expenses incurred | 2019-12-31 | $171,212 |
Benefits paid (including direct rollovers) | 2019-12-31 | $162,057 |
Total plan assets at end of year | 2019-12-31 | $1,648,566 |
Total plan assets at beginning of year | 2019-12-31 | $1,454,738 |
Value of fidelity bond covering the plan | 2019-12-31 | $100,000 |
Total contributions received or receivable from participants | 2019-12-31 | $63,108 |
Expenses. Other expenses not covered elsewhere | 2019-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2019-12-31 | $0 |
Other income received | 2019-12-31 | $297,544 |
Net income (gross income less expenses) | 2019-12-31 | $193,828 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,648,566 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,454,738 |
Assets. Value of participant loans | 2019-12-31 | $34,588 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $4,388 |
Value of certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of corrective distributions | 2019-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $9,155 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
2017 : STEVENS FORD INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 401k financial data |
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Transfers to/from the plan | 2017-12-31 | $0 |
Total plan liabilities at end of year | 2017-12-31 | $0 |
Total plan liabilities at beginning of year | 2017-12-31 | $0 |
Total income from all sources | 2017-12-31 | $281,530 |
Expenses. Total of all expenses incurred | 2017-12-31 | $92,379 |
Benefits paid (including direct rollovers) | 2017-12-31 | $83,619 |
Total plan assets at end of year | 2017-12-31 | $1,583,820 |
Total plan assets at beginning of year | 2017-12-31 | $1,394,669 |
Value of fidelity bond covering the plan | 2017-12-31 | $0 |
Total contributions received or receivable from participants | 2017-12-31 | $84,966 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $191,227 |
Net income (gross income less expenses) | 2017-12-31 | $189,151 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $1,583,820 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,394,669 |
Assets. Value of participant loans | 2017-12-31 | $84,079 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $5,337 |
Value of certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of corrective distributions | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $8,760 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
2016 : STEVENS FORD INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 401k financial data |
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Transfers to/from the plan | 2016-12-31 | $0 |
Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $0 |
Total income from all sources | 2016-12-31 | $245,063 |
Expenses. Total of all expenses incurred | 2016-12-31 | $342,556 |
Benefits paid (including direct rollovers) | 2016-12-31 | $328,061 |
Total plan assets at end of year | 2016-12-31 | $1,394,669 |
Total plan assets at beginning of year | 2016-12-31 | $1,492,162 |
Value of fidelity bond covering the plan | 2016-12-31 | $160,000 |
Total contributions received or receivable from participants | 2016-12-31 | $81,771 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $47,303 |
Other income received | 2016-12-31 | $108,684 |
Net income (gross income less expenses) | 2016-12-31 | $-97,493 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $1,394,669 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,492,162 |
Assets. Value of participant loans | 2016-12-31 | $43,579 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $7,305 |
Value of certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of corrective distributions | 2016-12-31 | $5,550 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $8,945 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
2022: STEVENS FORD INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses |
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2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: STEVENS FORD INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses |
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2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: STEVENS FORD INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses |
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2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: STEVENS FORD INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses |
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2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2017: STEVENS FORD INC. 401(K) PROFIT SHARING PLAN & TRUST 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: STEVENS FORD INC. 401(K) PROFIT SHARING PLAN & TRUST 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |