?>
Logo

JOHN JONES AUTO GROUP 401(K) PLAN 401k Plan overview

Plan NameJOHN JONES AUTO GROUP 401(K) PLAN
Plan identification number 001

JOHN JONES AUTO GROUP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JOHN JONES CHEVROLET BUICK CADILLAC OF SALEM, IN has sponsored the creation of one or more 401k plans.

Company Name:JOHN JONES CHEVROLET BUICK CADILLAC OF SALEM, IN
Employer identification number (EIN):351517601
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN JONES AUTO GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WHITNEY WOODWARD WHITNEY WOODWARD2018-09-11
0012016-01-01WHITNEY WOODWARD WHITNEY WOODWARD2017-09-29
0012015-01-01WHITNEY WOODWARD WHITNEY WOODWARD2016-10-13
0012014-01-01JODY SMEDLEY2015-07-16 JODY SMEDLEY2015-07-16
0012013-01-01JODY SMEDLEY2014-07-21 JODY SMEDLEY2014-07-21
0012012-01-01JODY SMEDLEY2013-06-25
0012011-01-01JODY SMEDLEY2013-06-25
0012010-01-01JODY SMEDLEY2011-07-07

Plan Statistics for JOHN JONES AUTO GROUP 401(K) PLAN

401k plan membership statisitcs for JOHN JONES AUTO GROUP 401(K) PLAN

Measure Date Value
2022: JOHN JONES AUTO GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01221
Total number of active participants reported on line 7a of the Form 55002022-01-01128
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0119
Total of all active and inactive participants2022-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01148
Number of participants with account balances2022-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: JOHN JONES AUTO GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01201
Total number of active participants reported on line 7a of the Form 55002021-01-01148
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0151
Total of all active and inactive participants2021-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01199
Number of participants with account balances2021-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: JOHN JONES AUTO GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01206
Total number of active participants reported on line 7a of the Form 55002020-01-01138
Number of retired or separated participants receiving benefits2020-01-0142
Total of all active and inactive participants2020-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01180
Number of participants with account balances2020-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: JOHN JONES AUTO GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01182
Total number of active participants reported on line 7a of the Form 55002019-01-01140
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01184
Number of participants with account balances2019-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: JOHN JONES AUTO GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01179
Total number of active participants reported on line 7a of the Form 55002018-01-01126
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0133
Total of all active and inactive participants2018-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01159
Number of participants with account balances2018-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-018
2017: JOHN JONES AUTO GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01164
Total number of active participants reported on line 7a of the Form 55002017-01-01141
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01166
Number of participants with account balances2017-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: JOHN JONES AUTO GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01152
Total number of active participants reported on line 7a of the Form 55002016-01-01135
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01144
Number of participants with account balances2016-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: JOHN JONES AUTO GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01124
Total number of active participants reported on line 7a of the Form 55002015-01-01121
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01130
Number of participants with account balances2015-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012

Financial Data on JOHN JONES AUTO GROUP 401(K) PLAN

Measure Date Value
2022 : JOHN JONES AUTO GROUP 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$84,933
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$29,215
Total income from all sources (including contributions)2022-12-31$-357,321
Total of all expenses incurred2022-12-31$497,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$460,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$732,387
Value of total assets at end of year2022-12-31$6,705,380
Value of total assets at beginning of year2022-12-31$7,504,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$37,389
Total interest from all sources2022-12-31$3,108
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$317,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$317,399
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$600,000
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$662,804
Participant contributions at end of year2022-12-31$65,081
Participant contributions at beginning of year2022-12-31$82,192
Participant contributions at beginning of year2022-12-31$17,055
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,884
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$84,933
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$29,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-855,244
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,620,447
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,475,691
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$5,761,063
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,802,534
Interest on participant loans2022-12-31$3,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$879,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$601,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,410,215
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$66,699
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$1,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$460,534
Contract administrator fees2022-12-31$37,389
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 name2022-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2022-12-31351515068
2021 : JOHN JONES AUTO GROUP 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$29,215
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$30,450
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,392,699
Total of all expenses incurred2021-12-31$414,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$374,517
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$714,188
Value of total assets at end of year2021-12-31$7,504,906
Value of total assets at beginning of year2021-12-31$6,527,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$39,922
Total interest from all sources2021-12-31$2,882
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$488,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$488,439
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$600,000
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$520,315
Participant contributions at end of year2021-12-31$82,192
Participant contributions at beginning of year2021-12-31$52,854
Participant contributions at end of year2021-12-31$17,055
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$136,555
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$29,215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$30,450
Administrative expenses (other) incurred2021-12-31$795
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$978,260
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,475,691
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,497,431
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$6,802,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,845,700
Interest on participant loans2021-12-31$2,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$601,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$629,327
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$187,190
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$57,318
Employer contributions (assets) at end of year2021-12-31$1,613
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$374,517
Contract administrator fees2021-12-31$39,127
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 name2021-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2021-12-31351515068
2020 : JOHN JONES AUTO GROUP 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,963
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$15,592
Total income from all sources (including contributions)2020-12-31$1,175,887
Total of all expenses incurred2020-12-31$996,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$937,957
Expenses. Certain deemed distributions of participant loans2020-12-31$5,720
Value of total corrective distributions2020-12-31$17,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$431,031
Value of total assets at end of year2020-12-31$6,518,395
Value of total assets at beginning of year2020-12-31$6,353,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,313
Total interest from all sources2020-12-31$2,563
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$252,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$252,782
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$600,000
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$395,281
Participant contributions at end of year2020-12-31$52,854
Participant contributions at beginning of year2020-12-31$62,159
Participant contributions at end of year2020-12-31$765
Participant contributions at beginning of year2020-12-31$5,636
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$15,592
Administrative expenses (other) incurred2020-12-31$865
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$178,984
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,516,432
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,337,448
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$5,845,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,593,532
Interest on participant loans2020-12-31$2,563
Income. Interest from loans (other than to participants)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$618,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$691,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$489,511
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
Contributions received in cash from employer2020-12-31$35,750
Employer contributions (assets) at end of year2020-12-31$133
Employer contributions (assets) at beginning of year2020-12-31$401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$937,957
Contract administrator fees2020-12-31$34,448
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 name2020-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2020-12-31351515068
2019 : JOHN JONES AUTO GROUP 401(K) PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,592
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$1,393,100
Total of all expenses incurred2019-12-31$391,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$323,143
Expenses. Certain deemed distributions of participant loans2019-12-31$17,879
Value of total corrective distributions2019-12-31$15,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$413,425
Value of total assets at end of year2019-12-31$6,353,040
Value of total assets at beginning of year2019-12-31$5,335,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,496
Total interest from all sources2019-12-31$4,104
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$233,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$233,397
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$379,826
Participant contributions at end of year2019-12-31$62,159
Participant contributions at beginning of year2019-12-31$92,863
Participant contributions at end of year2019-12-31$5,636
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$15,592
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$400
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$1,001,990
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,337,448
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,335,458
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,593,532
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,575,870
Interest on participant loans2019-12-31$4,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$691,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$666,725
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$742,174
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$33,599
Employer contributions (assets) at end of year2019-12-31$401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$323,143
Contract administrator fees2019-12-31$34,096
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 name2019-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2019-12-31351515068
2018 : JOHN JONES AUTO GROUP 401(K) PLAN 2018 401k financial data
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$5,491
Total income from all sources (including contributions)2018-12-31$185,497
Total of all expenses incurred2018-12-31$175,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$137,325
Expenses. Certain deemed distributions of participant loans2018-12-31$5,848
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$407,358
Value of total assets at end of year2018-12-31$5,335,458
Value of total assets at beginning of year2018-12-31$5,331,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$32,397
Total interest from all sources2018-12-31$5,069
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$277,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$277,598
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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$360,337
Participant contributions at end of year2018-12-31$92,863
Participant contributions at beginning of year2018-12-31$115,581
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$4,368
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$15,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$5,491
Administrative expenses (other) incurred2018-12-31$325
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$9,927
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,335,458
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,325,531
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$4,575,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,565,210
Interest on participant loans2018-12-31$5,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$666,725
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$645,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-504,528
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$31,350
Employer contributions (assets) at beginning of year2018-12-31$387
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$137,325
Contract administrator fees2018-12-31$32,072
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 name2018-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2018-12-31351515068
2017 : JOHN JONES AUTO GROUP 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$5,491
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$24,181
Total income from all sources (including contributions)2017-12-31$1,100,236
Total of all expenses incurred2017-12-31$74,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$44,691
Expenses. Certain deemed distributions of participant loans2017-12-31$3,124
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$385,674
Value of total assets at end of year2017-12-31$5,331,022
Value of total assets at beginning of year2017-12-31$4,324,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$27,081
Total interest from all sources2017-12-31$4,623
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$188,736
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$188,736
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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$333,316
Participant contributions at end of year2017-12-31$115,581
Participant contributions at beginning of year2017-12-31$58,811
Participant contributions at end of year2017-12-31$4,368
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$23,113
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$5,491
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$24,181
Administrative expenses (other) incurred2017-12-31$650
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$1,025,340
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,325,531
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,300,191
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$4,565,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,541,608
Interest on participant loans2017-12-31$4,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$645,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$723,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$521,203
Net gain/loss from 103.12 investment entities2017-12-31$0
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$29,245
Employer contributions (assets) at end of year2017-12-31$387
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$44,691
Contract administrator fees2017-12-31$26,431
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 name2017-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2017-12-31351515068
2016 : JOHN JONES AUTO GROUP 401(K) PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$24,181
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$11,431
Total income from all sources (including contributions)2016-12-31$595,161
Total of all expenses incurred2016-12-31$116,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$82,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$300,197
Value of total assets at end of year2016-12-31$4,324,372
Value of total assets at beginning of year2016-12-31$3,832,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$33,746
Total interest from all sources2016-12-31$1,630
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$121,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$121,567
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$292,955
Participant contributions at end of year2016-12-31$58,811
Participant contributions at beginning of year2016-12-31$33,676
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$5,537
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$24,181
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$11,431
Other income not declared elsewhere2016-12-31$-464
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$478,948
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,300,191
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,821,243
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$3,541,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,629,107
Interest on participant loans2016-12-31$1,630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$723,953
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$163,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$172,231
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$7,242
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$82,467
Contract administrator fees2016-12-31$33,746
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 name2016-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2016-12-31351515068
2015 : JOHN JONES AUTO GROUP 401(K) PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$11,431
Total income from all sources (including contributions)2015-12-31$351,201
Total of all expenses incurred2015-12-31$55,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$32,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$290,989
Value of total assets at end of year2015-12-31$3,832,674
Value of total assets at beginning of year2015-12-31$3,525,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,052
Total interest from all sources2015-12-31$1,886
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$194,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$194,798
Administrative expenses professional fees incurred2015-12-31$23,052
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$268,095
Participant contributions at end of year2015-12-31$33,676
Participant contributions at beginning of year2015-12-31$58,282
Participant contributions at end of year2015-12-31$5,537
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$11,431
Other income not declared elsewhere2015-12-31$26,035
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$295,392
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,821,243
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,525,851
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$3,629,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,224,330
Interest on participant loans2015-12-31$1,886
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$163,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$243,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-162,507
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$22,894
Employer contributions (assets) at end of year2015-12-31$505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$32,757
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 name2015-12-31MONROE SHINE & CO., INC.
Accountancy firm EIN2015-12-31351515068

Form 5500 Responses for JOHN JONES AUTO GROUP 401(K) PLAN

2022: JOHN JONES AUTO GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
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: JOHN JONES AUTO GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
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: JOHN JONES AUTO GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
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: JOHN JONES AUTO GROUP 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: JOHN JONES AUTO GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle 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: JOHN JONES AUTO GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle 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: JOHN JONES AUTO GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle 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: JOHN JONES AUTO GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle 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

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336352-01
Policy instance 1
Insurance contract or identification number336352-01
Number of Individuals Covered9
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $3,000
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 $3,000
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336352-01
Policy instance 1
Insurance contract or identification number336352-01
Number of Individuals Covered8
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $2,000
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 $2,000
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336352-01
Policy instance 1
Insurance contract or identification number336352-01
Number of Individuals Covered5
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,060
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 $2,060
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336352-01
Policy instance 1
Insurance contract or identification number336352-01
Number of Individuals Covered6
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $2,286
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 $2,286
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336352-01
Policy instance 1
Insurance contract or identification number336352-01
Number of Individuals Covered6
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,076
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 $2,076
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameLASALLE STREET SECURITIES, LLC
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number336352-01
Policy instance 1
Insurance contract or identification number336352-01
Number of Individuals Covered5
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $568
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 $568
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINSURANCE COMMISSIONS
Insurance broker organization code?3
Insurance broker nameLASALLE STREET SECURITIES, LLC

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3