401k Plan data: LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN plan

LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN 401k Plan overview

Plan Name	LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN
Plan identification number	001

LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JIM HERRICK MOTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name: JIM HERRICK MOTORS, INC.

Employer identification number (EIN): 341350437

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 DAVID PARKER
001 2012-01-01 DAVID PARKER DAVID PARKER 2013-10-11
001 2011-01-01 DAVID PARKER
001 2009-01-01 DAVID PARKER

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	DAVID PARKER
001	2012-01-01	DAVID PARKER	DAVID PARKER	2013-10-11
001	2011-01-01	DAVID PARKER
001	2009-01-01	DAVID PARKER

Plan Statistics for LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN

401k plan membership statisitcs for LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN

Measure Date Value
2013: LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 418
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 299
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 140
Total of all active and inactive participants 2013-01-01 442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 442
Number of participants with account balances 2013-01-01 371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 42
2012: LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 372
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 286
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 109
Total of all active and inactive participants 2012-01-01 397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 397
Number of participants with account balances 2012-01-01 316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 358
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 277
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 69
Total of all active and inactive participants 2011-01-01 347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 347
Number of participants with account balances 2011-01-01 274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2009: LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 330
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 225
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 61
Total of all active and inactive participants 2009-01-01 286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 286
Number of participants with account balances 2009-01-01 286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2013: LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	418
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	299
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	140
Total of all active and inactive participants	2013-01-01	442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	442
Number of participants with account balances	2013-01-01	371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	42
2012: LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	372
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	286
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	109
Total of all active and inactive participants	2012-01-01	397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	397
Number of participants with account balances	2012-01-01	316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	358
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	277
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	69
Total of all active and inactive participants	2011-01-01	347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	347
Number of participants with account balances	2011-01-01	274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2009: LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	330
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	225
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	61
Total of all active and inactive participants	2009-01-01	286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	286
Number of participants with account balances	2009-01-01	286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN

Measure	Date	Value
2013 : LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$2,419,083
Total of all expenses incurred	2013-12-31	$556,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$539,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,003,714
Value of total assets at end of year	2013-12-31	$10,397,919
Value of total assets at beginning of year	2013-12-31	$8,535,140
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$16,613
Total interest from all sources	2013-12-31	$16,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$813,864
Participant contributions at end of year	2013-12-31	$194,268
Participant contributions at beginning of year	2013-12-31	$164,991
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$362,656
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$242,803
Administrative expenses (other) incurred	2013-12-31	$9,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,862,779
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$10,397,919
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$8,535,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$9,333,400
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$7,540,483
Interest on participant loans	2013-12-31	$7,541
Interest earned on other investments	2013-12-31	$9,340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$507,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$586,863
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,398,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$189,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$539,691
Contract administrator fees	2013-12-31	$7,613
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WALTHALL, LLP
Accountancy firm EIN	2013-12-31	340644631
2012 : LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,805,393
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$638,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$616,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$889,736
Value of total assets at end of year	2012-12-31	$8,535,140
Value of total assets at beginning of year	2012-12-31	$7,368,574
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$22,113
Total interest from all sources	2012-12-31	$12,077
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$720,307
Participant contributions at end of year	2012-12-31	$164,991
Participant contributions at beginning of year	2012-12-31	$124,756
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$242,803
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$193,154
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$2,948
Administrative expenses (other) incurred	2012-12-31	$22,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,166,566
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$8,535,140
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,368,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$7,540,483
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$6,754,408
Interest on participant loans	2012-12-31	$6,043
Interest earned on other investments	2012-12-31	$6,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$586,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$296,256
Net investment gain/loss from pooled separate accounts	2012-12-31	$903,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$166,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$616,714
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WALTHALL, DRAKE & WALLACE LLP
Accountancy firm EIN	2012-12-31	340644631
2011 : LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$727,527
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$430,290
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$405,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$890,827
Value of total assets at end of year	2011-12-31	$7,368,574
Value of total assets at beginning of year	2011-12-31	$7,071,337
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$24,609
Total interest from all sources	2011-12-31	$13,166
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$24,609
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$723,684
Participant contributions at end of year	2011-12-31	$124,756
Participant contributions at beginning of year	2011-12-31	$82,541
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$193,154
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$67,014
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$297,237
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$7,368,574
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,071,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$6,754,408
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$6,683,297
Interest on participant loans	2011-12-31	$6,256
Interest earned on other investments	2011-12-31	$6,910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$296,256
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$238,485
Net investment gain/loss from pooled separate accounts	2011-12-31	$-176,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$166,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$405,681
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WALTHALL, DRAKE & WALLACE, LLP
Accountancy firm EIN	2011-12-31	340644631
2010 : LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,616,095
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$444,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$412,407
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$826,236
Value of total assets at end of year	2010-12-31	$7,071,337
Value of total assets at beginning of year	2010-12-31	$5,899,737
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$32,088
Total interest from all sources	2010-12-31	$23,050
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 year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$32,088
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$665,670
Participant contributions at end of year	2010-12-31	$82,541
Participant contributions at beginning of year	2010-12-31	$90,354
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$67,014
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$61,955
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$5,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,171,600
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,071,337
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,899,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$6,683,297
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$5,515,969
Interest on participant loans	2010-12-31	$6,317
Interest earned on other investments	2010-12-31	$16,733
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$238,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$231,459
Net investment gain/loss from pooled separate accounts	2010-12-31	$766,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$155,410
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$412,407
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WALTHALL, DRAKE & WALLACE, LLP
Accountancy firm EIN	2010-12-31	340644631
2009 : LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN

2013: LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: LIBERTY FORD - LINCOLN - MERCURY, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

LIBERTY FORD-LINCOLN-MERCURY, INC. 401(K) PLAN [EIN = 341926108]

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Company Name:	JIM HERRICK MOTORS, INC.
Employer identification number (EIN):	341350437
NAIC Classification:	441110
NAIC Description:	New Car Dealers