LANDERS MCLARTY BENTONVILLE LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan RLJ-MCLARTY-LANDERS AUTOMOTIVE HOLDINGS, LLC 401(K) PLAN
401k plan membership statisitcs for RLJ-MCLARTY-LANDERS AUTOMOTIVE HOLDINGS, LLC 401(K) PLAN
Measure | Date | Value |
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2013 : RLJ-MCLARTY-LANDERS AUTOMOTIVE HOLDINGS, LLC 401(K) PLAN 2013 401k financial data |
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Total income from all sources (including contributions) | 2013-12-31 | $2,186,678 |
Total of all expenses incurred | 2013-12-31 | $893,688 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $736,555 |
Value of total corrective distributions | 2013-12-31 | $116,154 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,501,563 |
Value of total assets at end of year | 2013-12-31 | $4,831,606 |
Value of total assets at beginning of year | 2013-12-31 | $3,538,616 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $40,979 |
Total interest from all sources | 2013-12-31 | $7,833 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $77,709 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $77,709 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,116,712 |
Participant contributions at end of year | 2013-12-31 | $327,910 |
Participant contributions at beginning of year | 2013-12-31 | $149,860 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $116,452 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $343 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $115 |
Administrative expenses (other) incurred | 2013-12-31 | $40,979 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,292,990 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,831,606 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,538,616 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $4,001,707 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,886,927 |
Interest on participant loans | 2013-12-31 | $7,831 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $470,121 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $489,608 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $31,525 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $12,106 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $12,106 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $596,149 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $3,424 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $268,399 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $736,555 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | HART, CHANDLER & ASSOCIATES, PLLC |
Accountancy firm EIN | 2013-12-31 | 263923776 |
2012 : RLJ-MCLARTY-LANDERS AUTOMOTIVE HOLDINGS, LLC 401(K) PLAN 2012 401k financial data |
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Total income from all sources (including contributions) | 2012-12-31 | $1,488,677 |
Total of all expenses incurred | 2012-12-31 | $310,329 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $181,913 |
Value of total corrective distributions | 2012-12-31 | $99,666 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,195,014 |
Value of total assets at end of year | 2012-12-31 | $3,538,616 |
Value of total assets at beginning of year | 2012-12-31 | $2,360,268 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $28,750 |
Total interest from all sources | 2012-12-31 | $4,020 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $42,335 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $42,335 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $886,213 |
Participant contributions at end of year | 2012-12-31 | $149,860 |
Participant contributions at beginning of year | 2012-12-31 | $103,389 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $148,635 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $115 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $115 |
Administrative expenses (other) incurred | 2012-12-31 | $28,750 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,178,348 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,538,616 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,360,268 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,886,927 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,874,939 |
Interest on participant loans | 2012-12-31 | $4,019 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $489,608 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $355,920 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $12,106 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $25,905 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $25,905 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $242,736 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $4,572 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $160,166 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $181,913 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | HART, CHANDLER & ASSOCIATES, PLLC |
Accountancy firm EIN | 2012-12-31 | 263923776 |
2011 : RLJ-MCLARTY-LANDERS AUTOMOTIVE HOLDINGS, LLC 401(K) PLAN 2011 401k financial data |
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Total income from all sources (including contributions) | 2011-12-31 | $530,454 |
Total of all expenses incurred | 2011-12-31 | $404,931 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $382,863 |
Value of total corrective distributions | 2011-12-31 | $4,933 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $567,729 |
Value of total assets at end of year | 2011-12-31 | $2,360,268 |
Value of total assets at beginning of year | 2011-12-31 | $2,234,745 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $17,135 |
Total interest from all sources | 2011-12-31 | $4,072 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $22,915 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $22,915 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $536,252 |
Participant contributions at end of year | 2011-12-31 | $103,389 |
Participant contributions at beginning of year | 2011-12-31 | $149,187 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $30,876 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $115 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $284 |
Administrative expenses (other) incurred | 2011-12-31 | $17,135 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $125,523 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,360,268 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,234,745 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,874,939 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,735,167 |
Interest on participant loans | 2011-12-31 | $4,069 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $355,920 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $327,379 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $25,905 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $22,728 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $22,728 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $3 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-69,127 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $4,865 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $601 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $382,863 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | HART, CHANDLER & ASSOCIATES, PLLC |
Accountancy firm EIN | 2011-12-31 | 263923776 |
2010 : RLJ-MCLARTY-LANDERS AUTOMOTIVE HOLDINGS, LLC 401(K) PLAN 2010 401k financial data |
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Total income from all sources (including contributions) | 2010-12-31 | $649,307 |
Total of all expenses incurred | 2010-12-31 | $319,869 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $267,005 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $33,029 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $418,966 |
Value of total assets at end of year | 2010-12-31 | $2,234,745 |
Value of total assets at beginning of year | 2010-12-31 | $1,905,307 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $19,835 |
Total interest from all sources | 2010-12-31 | $5,826 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $18,337 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $18,337 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $316,488 |
Participant contributions at end of year | 2010-12-31 | $149,187 |
Participant contributions at beginning of year | 2010-12-31 | $123,438 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $102,388 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $284 |
Administrative expenses (other) incurred | 2010-12-31 | $19,835 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $329,438 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,234,745 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,905,307 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,735,167 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,419,867 |
Interest on participant loans | 2010-12-31 | $5,824 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $327,379 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $346,676 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $22,728 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $15,326 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $15,326 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $2 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $199,017 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $7,161 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $90 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $267,005 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | BELL FOSTER JOHNSON & WATKINS, LLP |
Accountancy firm EIN | 2010-12-31 | 263474353 |
2009 : RLJ-MCLARTY-LANDERS AUTOMOTIVE HOLDINGS, LLC 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |