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| Plan Name | BEAVERTON FORD RETIREMENT PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | BOYLAND AUTO BEAVERTON ACQUISITION, LLC |
| Employer identification number (EIN): | 203045890 |
| NAIC Classification: | 441110 |
| NAIC Description: | New Car Dealers |
Additional information about BOYLAND AUTO BEAVERTON ACQUISITION, LLC
| Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
| Incorporation Date: | 2005-06-21 |
| Company Identification Number: | 29576097 |
| Legal Registered Office Address: |
5200 SW MEADOWS ROAD SUITE 150 LAKE OSWEGO United States of America (USA) 97035 |
More information about BOYLAND AUTO BEAVERTON ACQUISITION, LLC
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2019-01-01 | ||||
| 001 | 2018-01-01 | ||||
| 001 | 2017-01-01 | JESSICA MEYERS | |||
| 001 | 2016-01-01 | JESSICA MEYERS | 2017-11-29 | ||
| 001 | 2015-01-01 | JESSICA MEYERS | 2016-10-12 | ||
| 001 | 2014-01-01 | JESSICA MEYERS | 2015-10-28 | ||
| 001 | 2013-01-01 | JESSICA MEYERS | 2014-07-23 | ||
| 001 | 2012-01-01 | JESSICA MEYERS | 2013-10-11 | ||
| 001 | 2011-01-01 | JESSICA MEYERS | 2012-10-15 | ||
| 001 | 2010-01-01 | KELLY WILHITE | 2011-07-14 |
| Measure | Date | Value |
|---|---|---|
| 2019: BEAVERTON FORD RETIREMENT PLAN 2019 401k membership | ||
| Total participants, beginning-of-year | 2019-01-01 | 124 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 83 |
| 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 | 11 |
| Total of all active and inactive participants | 2019-01-01 | 94 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 94 |
| Number of participants with account balances | 2019-01-01 | 30 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: BEAVERTON FORD RETIREMENT PLAN 2018 401k membership | ||
| Total participants, beginning-of-year | 2018-01-01 | 137 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 113 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 11 |
| Total of all active and inactive participants | 2018-01-01 | 124 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 124 |
| Number of participants with account balances | 2018-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: BEAVERTON FORD RETIREMENT PLAN 2017 401k membership | ||
| Total participants, beginning-of-year | 2017-01-01 | 154 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 127 |
| 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 | 10 |
| Total of all active and inactive participants | 2017-01-01 | 137 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 137 |
| Number of participants with account balances | 2017-01-01 | 28 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2019 : BEAVERTON FORD RETIREMENT PLAN 2019 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $1,912 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $7,594 |
| Total income from all sources (including contributions) | 2019-12-31 | $193,914 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $8,705 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,357 |
| Value of total corrective distributions | 2019-12-31 | $634 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $78,715 |
| Value of total assets at end of year | 2019-12-31 | $656,637 |
| Value of total assets at beginning of year | 2019-12-31 | $477,110 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,714 |
| Total interest from all sources | 2019-12-31 | $136 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $46,952 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $78,715 |
| Participant contributions at end of year | 2019-12-31 | $2,687 |
| Participant contributions at beginning of year | 2019-12-31 | $3,985 |
| Participant contributions at end of year | 2019-12-31 | $0 |
| Participant contributions at beginning of year | 2019-12-31 | $1,469 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $1,912 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $7,594 |
| Total non interest bearing cash at end of year | 2019-12-31 | $1,222 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $1,222 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $185,209 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $654,725 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $469,516 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $242 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $652,728 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $470,434 |
| Interest on participant loans | 2019-12-31 | $136 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $115,063 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,357 |
| Contract administrator fees | 2019-12-31 | $5,472 |
| Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
| Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | WORTHY & COMPANY, LLC |
| Accountancy firm EIN | 2019-12-31 | 208092242 |
| 2018 : BEAVERTON FORD RETIREMENT PLAN 2018 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $7,594 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,078 |
| Total income from all sources (including contributions) | 2018-12-31 | $12,834 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $154,397 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $142,733 |
| Value of total corrective distributions | 2018-12-31 | $5,894 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $59,784 |
| Value of total assets at end of year | 2018-12-31 | $477,110 |
| Value of total assets at beginning of year | 2018-12-31 | $612,157 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $5,770 |
| Total interest from all sources | 2018-12-31 | $629 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $61,108 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $59,784 |
| Participant contributions at end of year | 2018-12-31 | $3,985 |
| Participant contributions at beginning of year | 2018-12-31 | $15,614 |
| Participant contributions at end of year | 2018-12-31 | $1,469 |
| Participant contributions at beginning of year | 2018-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $7,594 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $1,078 |
| Total non interest bearing cash at end of year | 2018-12-31 | $1,222 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $1,222 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-141,563 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $469,516 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $611,079 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $470,434 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $595,321 |
| Income. Interest from loans (other than to participants) | 2018-12-31 | $629 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-47,579 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $142,733 |
| Contract administrator fees | 2018-12-31 | $5,770 |
| Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
| Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | WORTHY & COMPANY, LLC |
| Accountancy firm EIN | 2018-12-31 | 208092242 |
| 2017 : BEAVERTON FORD RETIREMENT PLAN 2017 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,078 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $1,792 |
| Total income from all sources (including contributions) | 2017-12-31 | $147,717 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $57,404 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $51,963 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $61,880 |
| Value of total assets at end of year | 2017-12-31 | $612,157 |
| Value of total assets at beginning of year | 2017-12-31 | $522,558 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,441 |
| Total interest from all sources | 2017-12-31 | $757 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $52,260 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $61,880 |
| Participant contributions at end of year | 2017-12-31 | $15,614 |
| Participant contributions at beginning of year | 2017-12-31 | $6,769 |
| Participant contributions at end of year | 2017-12-31 | $0 |
| Participant contributions at beginning of year | 2017-12-31 | $15,110 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $1,078 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $1,792 |
| Administrative expenses (other) incurred | 2017-12-31 | $100 |
| Total non interest bearing cash at end of year | 2017-12-31 | $1,222 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $1,222 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $90,313 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $611,079 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $520,766 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $595,321 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $499,457 |
| Interest on participant loans | 2017-12-31 | $757 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $85,080 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $51,963 |
| Contract administrator fees | 2017-12-31 | $5,341 |
| Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | WORTHY & COMPANY, LLC |
| Accountancy firm EIN | 2017-12-31 | 208092242 |
| 2019: BEAVERTON FORD RETIREMENT PLAN 2019 form 5500 responses | ||
|---|---|---|
| 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 – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: BEAVERTON FORD RETIREMENT PLAN 2018 form 5500 responses | ||
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: BEAVERTON FORD RETIREMENT PLAN 2017 form 5500 responses | ||
| 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 – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |
| Policy contract number | 46937 |
| Policy instance | 1 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |
| Policy contract number | 46937 |
| Policy instance | 1 |
| JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |
| Policy contract number | 46937 |
| Policy instance | 1 |