AUBURN CHRYSLER DODGE & JEEP, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AUBURN CHRYSLER DODGE & JEEP, INC. 401(K) SALARY REDUCTION PLAN & TRUST
401k plan membership statisitcs for AUBURN CHRYSLER DODGE & JEEP, INC. 401(K) SALARY REDUCTION PLAN & TRUST
| Measure | Date | Value |
|---|
| 2013: AUBURN CHRYSLER DODGE & JEEP, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 19 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
| Total of all active and inactive participants | 2013-01-01 | 23 |
| Total participants | 2013-01-01 | 23 |
| Number of participants with account balances | 2013-01-01 | 7 |
| 2012: AUBURN CHRYSLER DODGE & JEEP, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 14 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 14 |
| Total participants | 2012-01-01 | 14 |
| Number of participants with account balances | 2012-01-01 | 7 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: AUBURN CHRYSLER DODGE & JEEP, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
| Total of all active and inactive participants | 2011-01-01 | 13 |
| Total participants | 2011-01-01 | 13 |
| Number of participants with account balances | 2011-01-01 | 7 |
| 2010: AUBURN CHRYSLER DODGE & JEEP, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 5 |
| Total of all active and inactive participants | 2010-01-01 | 12 |
| Total participants | 2010-01-01 | 12 |
| Number of participants with account balances | 2010-01-01 | 8 |
| 2009: AUBURN CHRYSLER DODGE & JEEP, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 12 |
| Total participants | 2009-01-01 | 12 |
| Number of participants with account balances | 2009-01-01 | 9 |
| 2007: AUBURN CHRYSLER DODGE & JEEP, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-01-01 | 16 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2007-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2007-01-01 | 3 |
| Total of all active and inactive participants | 2007-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-01-01 | 0 |
| Total participants | 2007-01-01 | 14 |
| Number of participants with account balances | 2007-01-01 | 11 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-01-01 | 0 |
| Number of employers contributing to the scheme | 2007-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2013 : AUBURN CHRYSLER DODGE & JEEP, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $11,973 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $1,006 |
| Total plan assets at end of year | 2013-12-31 | $74,568 |
| Total plan assets at beginning of year | 2013-12-31 | $63,601 |
| Value of fidelity bond covering the plan | 2013-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $3,456 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $1,006 |
| Other income received | 2013-12-31 | $8,517 |
| Net income (gross income less expenses) | 2013-12-31 | $10,967 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $74,568 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $63,601 |
| 2012 : AUBURN CHRYSLER DODGE & JEEP, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $200 |
| Total plan liabilities at beginning of year | 2012-12-31 | $200 |
| Total income from all sources | 2012-12-31 | $7,925 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,059 |
| Total plan assets at end of year | 2012-12-31 | $63,801 |
| Total plan assets at beginning of year | 2012-12-31 | $57,935 |
| Value of fidelity bond covering the plan | 2012-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $3,413 |
| Other income received | 2012-12-31 | $4,512 |
| Net income (gross income less expenses) | 2012-12-31 | $5,866 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $63,601 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $57,735 |
| Value of corrective distributions | 2012-12-31 | $1,175 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $884 |
| 2011 : AUBURN CHRYSLER DODGE & JEEP, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $200 |
| Total plan liabilities at beginning of year | 2011-12-31 | $182 |
| Total income from all sources | 2011-12-31 | $1,786 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $13,101 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $6,737 |
| Total plan assets at end of year | 2011-12-31 | $57,935 |
| Total plan assets at beginning of year | 2011-12-31 | $69,232 |
| Value of fidelity bond covering the plan | 2011-12-31 | $25,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $3,151 |
| Other income received | 2011-12-31 | $-1,365 |
| Net income (gross income less expenses) | 2011-12-31 | $-11,315 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $57,735 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $69,050 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $4,564 |
| Value of corrective distributions | 2011-12-31 | $868 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $932 |
| 2010 : AUBURN CHRYSLER DODGE & JEEP, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $182 |
| Total income from all sources | 2010-12-31 | $9,367 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $10,844 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $8,974 |
| Total plan assets at end of year | 2010-12-31 | $69,232 |
| Total plan assets at beginning of year | 2010-12-31 | $70,527 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $4,497 |
| Other income received | 2010-12-31 | $4,870 |
| Net income (gross income less expenses) | 2010-12-31 | $-1,477 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $69,050 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $70,527 |
| Assets. Value of participant loans | 2010-12-31 | $4,564 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $852 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $1,018 |
| 2013: AUBURN CHRYSLER DODGE & JEEP, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 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: AUBURN CHRYSLER DODGE & JEEP, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 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: AUBURN CHRYSLER DODGE & JEEP, INC. 401(K) SALARY REDUCTION PLAN & TRUST 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 |
| 2010: AUBURN CHRYSLER DODGE & JEEP, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: AUBURN CHRYSLER DODGE & JEEP, INC. 401(K) SALARY REDUCTION PLAN & TRUST 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 |
| 2007: AUBURN CHRYSLER DODGE & JEEP, INC. 401(K) SALARY REDUCTION PLAN & TRUST 2007 form 5500 responses |
|---|
| 2007-01-01 | Type of plan entity | Single employer plan |
| 2007-01-01 | Submission has been amended | No |
| 2007-01-01 | This submission is the final filing | No |
| 2007-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2007-01-01 | Plan is a collectively bargained plan | No |
| 2007-01-01 | Plan funding arrangement – Insurance | Yes |
| 2007-01-01 | Plan funding arrangement – Trust | Yes |
| 2007-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2007-01-01 | Plan benefit arrangement - Trust | Yes |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 88049 |
| Policy instance | 1 |
| Insurance contract or identification number | 88049 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $48 | | Total amount of fees paid to insurance company | USD $866 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $48 | | Amount paid for insurance broker fees | 37 | | Additional information about fees paid to insurance broker | 12 - MARKETING ALLOWANCE 25 - NON-MONETARY COMPENSATION TO SALES REP | | Insurance broker organization code? | 4 | | Insurance broker name | PERITUS BENEFITS AND INVESTMENTS |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP88049 |
| Policy instance | 1 |
| Insurance contract or identification number | GP88049 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $52 | | Total amount of fees paid to insurance company | USD $780 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Amount paid for insurance broker fees | 741 | | Additional information about fees paid to insurance broker | TPA SUBSIDY | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $52 | | Insurance broker name | LPL FINANCIAL CORPORATION |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP88049 |
| Policy instance | 1 |
| Insurance contract or identification number | GP88049 | | Number of Individuals Covered | 7 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $32 | | Total amount of fees paid to insurance company | USD $830 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes |
|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | GP88049 |
| Policy instance | 1 |
| Insurance contract or identification number | GP88049 | | Number of Individuals Covered | 8 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $55 | | Total amount of fees paid to insurance company | USD $600 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Amount paid for insurance broker fees | 566 | | Additional information about fees paid to insurance broker | TPA SUBSIDY | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $55 | | Insurance broker name | LPL FINANCIAL CORPORATION |
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