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JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 401k Plan overview

Plan NameJAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN
Plan identification number 333

JAKE SWEENEY AUTOMOTIVE, INC. 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JAKE SWEENEY AUTOMOTIVE, INC. has sponsored the creation of one or more 401k plans.

Company Name:JAKE SWEENEY AUTOMOTIVE, INC.
Employer identification number (EIN):311232808
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01
3332021-01-01JOSH SWEENEY2022-10-04
3332020-01-01JOSH SWEENEY2021-10-11 JOSH SWEENEY2021-10-11
3332020-01-01JOSH SWEENEY2021-11-18 JOSH SWEENEY2021-11-18
3332020-01-01JOSH SWEENEY2021-10-11 JOSH SWEENEY2021-10-11
3332019-01-01JOSH SWEENEY2020-10-07 JOSH SWEENEY2020-10-07
3332018-01-01JOSH SWEENEY2019-10-11 JOSH SWEENEY2019-10-11
3332017-01-01
3332016-01-01
3332015-01-01
3332014-01-01
3332013-01-01
3332012-01-01JOSHUA J. SWEENEY JOSHUA J. SWEENEY2013-10-14
3332011-01-01JOSHUA J. SWEENEY JOSHUA J. SWEENEY2012-10-17
3332010-01-01JOSHUA J SWEENEY JOSHUA J SWEENEY2011-10-12
3332009-01-01JOSUHUA J SWEENEY JOSUHUA J SWEENEY2010-10-13
3332009-01-01JOSHUA J SWEENEY JOSHUA J SWEENEY2010-10-14

Plan Statistics for JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN

401k plan membership statisitcs for JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN

Measure Date Value
2022: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01559
Total number of active participants reported on line 7a of the Form 55002022-01-01460
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01489
Number of participants with account balances2022-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01313
Total number of active participants reported on line 7a of the Form 55002021-01-01307
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01323
Number of participants with account balances2021-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01494
Total number of active participants reported on line 7a of the Form 55002020-01-01284
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0129
Total of all active and inactive participants2020-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01313
Number of participants with account balances2020-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01545
Total number of active participants reported on line 7a of the Form 55002019-01-01394
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0175
Total of all active and inactive participants2019-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01469
Number of participants with account balances2019-01-01250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01566
Total number of active participants reported on line 7a of the Form 55002018-01-01422
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0159
Total of all active and inactive participants2018-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01482
Number of participants with account balances2018-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01546
Total number of active participants reported on line 7a of the Form 55002017-01-01443
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0154
Total of all active and inactive participants2017-01-01497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01498
Number of participants with account balances2017-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01558
Total number of active participants reported on line 7a of the Form 55002016-01-01436
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0146
Total of all active and inactive participants2016-01-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01483
Number of participants with account balances2016-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01528
Total number of active participants reported on line 7a of the Form 55002015-01-01439
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01489
Number of participants with account balances2015-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01490
Total number of active participants reported on line 7a of the Form 55002014-01-01418
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01458
Number of participants with account balances2014-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01419
Total number of active participants reported on line 7a of the Form 55002013-01-01344
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01380
Number of participants with account balances2013-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01338
Total number of active participants reported on line 7a of the Form 55002012-01-01379
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0140
Total of all active and inactive participants2012-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01419
Number of participants with account balances2012-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01351
Total number of active participants reported on line 7a of the Form 55002011-01-01300
Number of other retired or separated participants entitled to future benefits2011-01-0138
Total of all active and inactive participants2011-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01338
Number of participants with account balances2011-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01429
Total number of active participants reported on line 7a of the Form 55002010-01-01312
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0139
Total of all active and inactive participants2010-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01351
Number of participants with account balances2010-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01345
Total number of active participants reported on line 7a of the Form 55002009-01-01386
Number of other retired or separated participants entitled to future benefits2009-01-0143
Total of all active and inactive participants2009-01-01429
Total participants2009-01-01429
Number of participants with account balances2009-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN

Measure Date Value
2022 : JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-2,118,237
Total of all expenses incurred2022-12-31$3,043,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,914,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,091,594
Value of total assets at end of year2022-12-31$22,389,445
Value of total assets at beginning of year2022-12-31$27,551,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$129,512
Total interest from all sources2022-12-31$149,655
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$129,512
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$2,050,937
Participant contributions at end of year2022-12-31$437,562
Participant contributions at beginning of year2022-12-31$482,400
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,162,145
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,389,445
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,551,590
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,726,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,055,336
Value of interest in pooled separate accounts at end of year2022-12-31$8,104,775
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,679,500
Interest on participant loans2022-12-31$22,095
Interest earned on other investments2022-12-31$127,560
Value of interest in common/collective trusts at end of year2022-12-31$2,865,782
Value of interest in common/collective trusts at beginning of year2022-12-31$3,226,005
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,254,517
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,108,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,489,939
Net investment gain/loss from pooled separate accounts2022-12-31$-2,720,676
Net investment gain or loss from common/collective trusts2022-12-31$-148,871
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$38,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,914,396
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 name2022-12-31MUNNINGHOFF, LANGE & COMPANY
Accountancy firm EIN2022-12-31311070008
2021 : JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$5,341,853
Total of all expenses incurred2021-12-31$2,130,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,013,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,055,864
Value of total assets at end of year2021-12-31$27,551,590
Value of total assets at beginning of year2021-12-31$24,340,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$116,812
Total interest from all sources2021-12-31$110,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$116,812
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$2,005,818
Participant contributions at end of year2021-12-31$482,400
Participant contributions at beginning of year2021-12-31$357,798
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$50,046
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$3,211,149
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,551,590
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,340,441
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,055,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,341,117
Value of interest in pooled separate accounts at end of year2021-12-31$11,679,500
Value of interest in pooled separate accounts at beginning of year2021-12-31$14,140,285
Interest on participant loans2021-12-31$19,440
Interest earned on other investments2021-12-31$90,631
Value of interest in common/collective trusts at end of year2021-12-31$3,226,005
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,108,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,501,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$246,376
Net investment gain/loss from pooled separate accounts2021-12-31$2,800,098
Net investment gain or loss from common/collective trusts2021-12-31$129,444
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,013,892
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 name2021-12-31MUNNINGHOFF, LANGE & COMPANY
Accountancy firm EIN2021-12-31311070008
2020 : JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,096,503
Total of all expenses incurred2020-12-31$1,089,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$979,514
Value of total corrective distributions2020-12-31$45,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,835,790
Value of total assets at end of year2020-12-31$24,340,441
Value of total assets at beginning of year2020-12-31$20,333,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$64,462
Total interest from all sources2020-12-31$120,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$64,462
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,469,813
Participant contributions at end of year2020-12-31$357,798
Participant contributions at beginning of year2020-12-31$302,202
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$365,977
Other income not declared elsewhere2020-12-31$41,747
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$4,006,746
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,340,441
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,333,695
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,341,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,604,941
Value of interest in pooled separate accounts at end of year2020-12-31$14,140,285
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,163,955
Interest on participant loans2020-12-31$20,611
Interest earned on other investments2020-12-31$99,521
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,501,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,262,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$356,233
Net investment gain/loss from pooled separate accounts2020-12-31$2,742,601
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$979,514
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 name2020-12-31MUNNINGHOFF, LANGE & COMPANY
Accountancy firm EIN2020-12-31311070008
2019 : JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2019 401k financial data
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 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$4,715,768
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,730,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,676,102
Value of total corrective distributions2019-12-31$19,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,151,542
Value of total assets at end of year2019-12-31$20,333,695
Value of total assets at beginning of year2019-12-31$18,347,965
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,347
Total interest from all sources2019-12-31$135,657
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 year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,145,541
Participant contributions at end of year2019-12-31$302,202
Participant contributions at beginning of year2019-12-31$252,442
Participant contributions at beginning of year2019-12-31$12,930
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,001
Other income not declared elsewhere2019-12-31$46
Administrative expenses (other) incurred2019-12-31$0
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$1,985,730
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,333,695
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,347,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$9,543
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,604,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,878,683
Value of interest in pooled separate accounts at end of year2019-12-31$11,163,955
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,836,585
Interest on participant loans2019-12-31$15,436
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$120,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,262,597
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,367,325
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$713,893
Net investment gain/loss from pooled separate accounts2019-12-31$2,714,630
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,676,102
Contract administrator fees2019-12-31$24,804
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MUNNINGHOFF, LANGE & COMPANY
Accountancy firm EIN2019-12-31311070008
2018 : JAKE SWEENEY AUTOMOTIVE, INC. 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$412,470
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,324,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,270,103
Value of total corrective distributions2018-12-31$34,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,127,297
Value of total assets at end of year2018-12-31$18,347,965
Value of total assets at beginning of year2018-12-31$19,259,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$19,709
Total interest from all sources2018-12-31$132,023
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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,124,661
Participant contributions at end of year2018-12-31$252,442
Participant contributions at beginning of year2018-12-31$285,201
Participant contributions at end of year2018-12-31$12,930
Participant contributions at beginning of year2018-12-31$8,730
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,636
Other income not declared elsewhere2018-12-31$206
Administrative expenses (other) incurred2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-911,553
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,347,965
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,259,518
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$3,878,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,914,429
Value of interest in pooled separate accounts at end of year2018-12-31$9,836,585
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,407,598
Interest on participant loans2018-12-31$12,626
Interest earned on other investments2018-12-31$119,397
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,367,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,643,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-169,645
Net investment gain/loss from pooled separate accounts2018-12-31$-677,411
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,270,103
Contract administrator fees2018-12-31$19,709
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 name2018-12-31MUNNINGHOFF, LANGE & COMPANY
Accountancy firm EIN2018-12-31311070008
2017 : JAKE SWEENEY AUTOMOTIVE, INC. 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$3,643,948
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,561,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,501,077
Value of total corrective distributions2017-12-31$39,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,089,085
Value of total assets at end of year2017-12-31$19,259,518
Value of total assets at beginning of year2017-12-31$17,177,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,085
Total interest from all sources2017-12-31$137,379
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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,085,719
Participant contributions at end of year2017-12-31$285,201
Participant contributions at beginning of year2017-12-31$313,733
Participant contributions at end of year2017-12-31$8,730
Participant contributions at beginning of year2017-12-31$8,134
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,366
Administrative expenses (other) incurred2017-12-31$0
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$2,082,263
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,259,518
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,177,255
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$3,914,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,478,910
Value of interest in pooled separate accounts at end of year2017-12-31$10,407,598
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,478,237
Interest on participant loans2017-12-31$14,024
Interest earned on other investments2017-12-31$123,355
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,643,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,898,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$318,259
Net investment gain/loss from pooled separate accounts2017-12-31$2,099,225
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,501,077
Contract administrator fees2017-12-31$21,085
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 name2017-12-31MUNNINGHOFF, LANGE & COMPANY
Accountancy firm EIN2017-12-31311070008
2016 : JAKE SWEENEY AUTOMOTIVE, INC. 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$2,038,751
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,487,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,454,770
Value of total corrective distributions2016-12-31$12,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$932,091
Value of total assets at end of year2016-12-31$17,177,255
Value of total assets at beginning of year2016-12-31$17,625,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,728
Total interest from all sources2016-12-31$135,060
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$917,875
Participant contributions at end of year2016-12-31$313,733
Participant contributions at beginning of year2016-12-31$272,488
Participant contributions at end of year2016-12-31$8,134
Participant contributions at beginning of year2016-12-31$6,133
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$14,216
Other income not declared elsewhere2016-12-31$620
Administrative expenses (other) incurred2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-448,581
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,177,255
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,625,836
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$3,478,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,449,906
Value of interest in pooled separate accounts at end of year2016-12-31$8,478,237
Value of interest in pooled separate accounts at beginning of year2016-12-31$10,805,026
Interest on participant loans2016-12-31$12,119
Interest earned on other investments2016-12-31$122,941
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,898,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$5,092,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$253,994
Net investment gain/loss from pooled separate accounts2016-12-31$716,986
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,454,770
Contract administrator fees2016-12-31$19,728
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MUNNINGHOFF, LANGE & COMPANY
Accountancy firm EIN2016-12-31311070008
2015 : JAKE SWEENEY AUTOMOTIVE, INC. 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$1,131,251
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,264,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,231,592
Value of total corrective distributions2015-12-31$15,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$773,297
Value of total assets at end of year2015-12-31$17,625,836
Value of total assets at beginning of year2015-12-31$17,759,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,755
Total interest from all sources2015-12-31$148,466
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$773,297
Participant contributions at end of year2015-12-31$272,488
Participant contributions at beginning of year2015-12-31$229,190
Participant contributions at end of year2015-12-31$6,133
Participant contributions at beginning of year2015-12-31$1,778
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Other income not declared elsewhere2015-12-31$30
Administrative expenses (other) incurred2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-133,464
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,625,836
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,759,300
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$1,449,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,534,104
Value of interest in pooled separate accounts at end of year2015-12-31$10,805,026
Value of interest in pooled separate accounts at beginning of year2015-12-31$11,062,439
Interest on participant loans2015-12-31$9,518
Interest earned on other investments2015-12-31$138,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$5,092,283
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,931,789
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$30,199
Net investment gain/loss from pooled separate accounts2015-12-31$179,259
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
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,231,592
Contract administrator fees2015-12-31$17,755
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)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MUNNINGHOFF, LANGE & COMPANY
Accountancy firm EIN2015-12-31311070008
2014 : JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$80,100
Total unrealized appreciation/depreciation of assets2014-12-31$80,100
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$2,996,762
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,825,081
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,782,345
Value of total corrective distributions2014-12-31$22,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,925,609
Value of total assets at end of year2014-12-31$17,759,300
Value of total assets at beginning of year2014-12-31$16,587,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$20,265
Total interest from all sources2014-12-31$123,565
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$736,273
Participant contributions at end of year2014-12-31$229,190
Participant contributions at beginning of year2014-12-31$326,332
Participant contributions at end of year2014-12-31$1,778
Participant contributions at beginning of year2014-12-31$3,645
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,189,336
Administrative expenses (other) incurred2014-12-31$0
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$1,171,681
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,759,300
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,587,619
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$1,534,104
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,281,639
Value of interest in pooled separate accounts at end of year2014-12-31$11,062,439
Value of interest in pooled separate accounts at beginning of year2014-12-31$10,280,975
Interest on participant loans2014-12-31$11,219
Interest earned on other investments2014-12-31$112,346
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,931,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,381,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$158,214
Net investment gain/loss from pooled separate accounts2014-12-31$709,274
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$313,200
Contributions received in cash from employer2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,782,345
Contract administrator fees2014-12-31$20,265
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MUNNINGHOFF, LANGE & COMPANY
Accountancy firm EIN2014-12-31311070008
2013 : JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$51,300
Total unrealized appreciation/depreciation of assets2013-12-31$51,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,390
Total income from all sources (including contributions)2013-12-31$3,091,657
Total of all expenses incurred2013-12-31$1,495,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,432,752
Value of total corrective distributions2013-12-31$28,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$607,522
Value of total assets at end of year2013-12-31$16,587,619
Value of total assets at beginning of year2013-12-31$14,993,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$34,720
Total interest from all sources2013-12-31$118,590
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$15,250
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$554,056
Participant contributions at end of year2013-12-31$326,332
Participant contributions at beginning of year2013-12-31$261,613
Participant contributions at end of year2013-12-31$3,645
Participant contributions at beginning of year2013-12-31$4,906
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$53,466
Liabilities. Value of operating payables at beginning of year2013-12-31$1,390
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$1,595,877
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,587,619
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,991,742
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$1,281,639
Value of interest in pooled separate accounts at end of year2013-12-31$10,280,975
Value of interest in pooled separate accounts at beginning of year2013-12-31$10,872,354
Interest on participant loans2013-12-31$12,347
Interest earned on other investments2013-12-31$106,243
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,381,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,592,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$82,803
Net investment gain/loss from pooled separate accounts2013-12-31$2,231,442
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
Assets. Invements in employer securities at end of year2013-12-31$313,200
Assets. Invements in employer securities at beginning of year2013-12-31$261,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,432,752
Contract administrator fees2013-12-31$19,470
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 name2013-12-31MUNNINGHOFF, LANGE & COMPANY
Accountancy firm EIN2013-12-31311070008
2012 : JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$38,700
Total unrealized appreciation/depreciation of assets2012-12-31$38,700
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,390
Total income from all sources (including contributions)2012-12-31$2,086,073
Total of all expenses incurred2012-12-31$1,720,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,688,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$482,422
Value of total assets at end of year2012-12-31$14,993,132
Value of total assets at beginning of year2012-12-31$14,626,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$32,360
Total interest from all sources2012-12-31$12,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$15,105
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$482,422
Participant contributions at end of year2012-12-31$261,613
Participant contributions at beginning of year2012-12-31$347,080
Participant contributions at end of year2012-12-31$4,906
Participant contributions at beginning of year2012-12-31$8,144
Other income not declared elsewhere2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$1,390
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$365,106
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,991,742
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$14,626,636
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 pooled separate accounts at end of year2012-12-31$10,872,354
Value of interest in pooled separate accounts at beginning of year2012-12-31$10,497,074
Interest on participant loans2012-12-31$12,741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,592,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,551,138
Net investment gain/loss from pooled separate accounts2012-12-31$1,552,210
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
Assets. Invements in employer securities at end of year2012-12-31$261,900
Assets. Invements in employer securities at beginning of year2012-12-31$223,200
Contributions received in cash from employer2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,688,607
Contract administrator fees2012-12-31$17,255
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MUNNINGHOFF, LANGE & COMPANY
Accountancy firm EIN2012-12-31311070008
2011 : JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$25,200
Total unrealized appreciation/depreciation of assets2011-12-31$25,200
Total income from all sources (including contributions)2011-12-31$163,932
Total of all expenses incurred2011-12-31$1,217,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,183,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$514,700
Value of total assets at end of year2011-12-31$14,626,636
Value of total assets at beginning of year2011-12-31$15,680,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$34,431
Total interest from all sources2011-12-31$16,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$14,146
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$347,080
Participant contributions at beginning of year2011-12-31$297,533
Participant contributions at end of year2011-12-31$8,144
Participant contributions at beginning of year2011-12-31$29,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,053,655
Value of net assets at end of year (total assets less liabilities)2011-12-31$14,626,636
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,680,291
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 pooled separate accounts at end of year2011-12-31$10,497,074
Value of interest in pooled separate accounts at beginning of year2011-12-31$12,352,565
Interest on participant loans2011-12-31$16,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,551,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,802,204
Net investment gain/loss from pooled separate accounts2011-12-31$-392,667
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
Assets. Invements in employer securities at end of year2011-12-31$223,200
Assets. Invements in employer securities at beginning of year2011-12-31$198,000
Contributions received in cash from employer2011-12-31$514,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,183,156
Contract administrator fees2011-12-31$20,285
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 name2011-12-31MUNNINGHOFF, LANGE & COMPANY
Accountancy firm EIN2011-12-31311070008
2010 : JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$21,600
Total unrealized appreciation/depreciation of assets2010-12-31$21,600
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$13,719
Total income from all sources (including contributions)2010-12-31$2,299,245
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$445,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$329,309
Value of total corrective distributions2010-12-31$77,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$712,099
Value of total assets at end of year2010-12-31$15,680,291
Value of total assets at beginning of year2010-12-31$13,840,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$38,164
Total interest from all sources2010-12-31$13,585
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$15,094
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$587,195
Participant contributions at end of year2010-12-31$297,533
Participant contributions at beginning of year2010-12-31$213,497
Participant contributions at end of year2010-12-31$29,989
Participant contributions at beginning of year2010-12-31$4,133
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$124,904
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$6,870
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$13,719
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$1,853,950
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,680,291
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,826,341
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 pooled separate accounts at end of year2010-12-31$12,352,565
Value of interest in pooled separate accounts at beginning of year2010-12-31$10,812,346
Interest on participant loans2010-12-31$13,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,802,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,633,684
Net investment gain/loss from pooled separate accounts2010-12-31$1,551,961
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
Assets. Invements in employer securities at end of year2010-12-31$198,000
Assets. Invements in employer securities at beginning of year2010-12-31$176,400
Assets. Value of employer real property at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$329,309
Contract administrator fees2010-12-31$16,200
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31MUNNINGHOFF, LANGE & COMPANY
Accountancy firm EIN2010-12-31311070008

Form 5500 Responses for JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN

2022: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple 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: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple 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: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
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: JAKE SWEENEY AUTOMOTIVE, INC. 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedYes
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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple 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 – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JAKE SWEENEY AUTOMOTIVE, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number781679-01
Policy instance 2
Insurance contract or identification number781679-01
Number of Individuals Covered310
Insurance policy start date2022-10-29
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $2,111
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,111
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84158-1
Policy instance 1
Insurance contract or identification numberRM 84158-1
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-10-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84158-1
Policy instance 1
Insurance contract or identification numberRM 84158-1
Number of Individuals Covered289
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $25,231
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,231
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84158-1
Policy instance 1
Insurance contract or identification numberRM 84158-1
Number of Individuals Covered292
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $25,936
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,936
Amount paid for insurance broker fees0
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84158-1
Policy instance 1
Insurance contract or identification numberRM 84158-1
Number of Individuals Covered250
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $22,164
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,164
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84158-1
Policy instance 1
Insurance contract or identification numberRM 84158-1
Number of Individuals Covered249
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $21,066
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $21,066
Amount paid for insurance broker fees0
Insurance broker organization code?4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84158-1
Policy instance 1
Insurance contract or identification numberRM 84158-1
Number of Individuals Covered245
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $21,930
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,930
Insurance broker organization code?4
Insurance broker nameRAYMOND JAMES INSURANCE GROUP, INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84158-1
Policy instance 1
Insurance contract or identification numberRM 84158-1
Number of Individuals Covered210
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $24,258
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,258
Insurance broker organization code?4
Insurance broker nameRAYMOND JAMES INSURANCE GROUP, INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84158-1
Policy instance 1
Insurance contract or identification numberRM 84158-1
Number of Individuals Covered195
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $22,538
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,521
Insurance broker organization code?4
Insurance broker nameRAYMOND JAMES INSURANCE GROUP, INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84158-1
Policy instance 1
Insurance contract or identification numberRM 84158-1
Number of Individuals Covered185
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $21,724
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $21,724
Insurance broker organization code?4
Insurance broker namePCA INSURANCE AGENCY, INC.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84158-1
Policy instance 1
Insurance contract or identification numberRM 84158-1
Number of Individuals Covered174
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $28,655
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,196
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL CORPORATION
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84158-1
Policy instance 1
Insurance contract or identification numberRM 84158-1
Number of Individuals Covered174
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $65,711
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberRM 84158-1
Policy instance 1
Insurance contract or identification numberRM 84158-1
Number of Individuals Covered180
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $61,833
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $61,833
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMORGAN KEEGAN AND COMPANY, INC.

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