PACKEY WEBB FORD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PACKEY WEBB FORD 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025: PACKEY WEBB FORD 401K PROFIT SHARING PLAN 2025 401k membership |
|---|
| Total number of particpants at beginning of year | 2025-05-20 | 50 |
| Total number of particpants at end of year | 2025-05-20 | 58 |
| Number of Participants With Account Balances | 2025-05-20 | 21 |
| 2024: PACKEY WEBB FORD 401K PROFIT SHARING PLAN 2024 401k membership |
|---|
| Total number of particpants at beginning of year | 2024-05-16 | 49 |
| Total number of particpants at end of year | 2024-05-16 | 49 |
| Number of Participants With Account Balances | 2024-05-16 | 21 |
| 2010: PACKEY WEBB FORD 401K PROFIT SHARING PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 118 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 51 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 33 |
| Total of all active and inactive participants | 2010-01-01 | 86 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 86 |
| Number of participants with account balances | 2010-01-01 | 73 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| 2009: PACKEY WEBB FORD 401K PROFIT SHARING PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 137 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 66 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 48 |
| Total of all active and inactive participants | 2009-01-01 | 115 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 115 |
| Number of participants with account balances | 2009-01-01 | 110 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 1 |
| Measure | Date | Value |
|---|
| 2025 : PACKEY WEBB FORD 401K PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-05-20 | 43745 |
| Net assets as of the end of the plan year | 2025-05-20 | 1811236 |
| Total assets as of the beginning of the plan year | 2025-05-20 | 1578933 |
| Value of plan covered by a fidelity bond | 2025-05-20 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-20 | 83088 |
| Value of participant loans at end of plan year | 2025-05-20 | 1176 |
| Other income to plan in this plan year | 2025-05-20 | 192960 |
| Plan net income in this plan year | 2025-05-20 | 232303 |
| Net assets as of the end of the plan year | 2025-05-20 | 1811236 |
| Net assets as of the beginning of the plan year | 2025-05-20 | 1578933 |
| Fees paid to broker by Benefit Provider | 2025-05-20 | 1496 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-20 | 2115 |
| 2024 : PACKEY WEBB FORD 401K PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-05-16 | 74495 |
| Net assets as of the end of the plan year | 2024-05-16 | 1578933 |
| Total assets as of the beginning of the plan year | 2024-05-16 | 1362242 |
| Value of plan covered by a fidelity bond | 2024-05-16 | 500000 |
| Participant contributions to plan in this plan year | 2024-05-16 | 71503 |
| Value of participant loans at end of plan year | 2024-05-16 | 1655 |
| Other income to plan in this plan year | 2024-05-16 | 219683 |
| Plan net income in this plan year | 2024-05-16 | 216691 |
| Net assets as of the end of the plan year | 2024-05-16 | 1578933 |
| Net assets as of the beginning of the plan year | 2024-05-16 | 1362242 |
| Fees paid to broker by Benefit Provider | 2024-05-16 | 1332 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-16 | 2116 |
| 2010 : PACKEY WEBB FORD 401K PROFIT SHARING 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 | $189,059 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $128,026 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $125,416 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $53,271 |
| Value of total assets at end of year | 2010-12-31 | $1,470,226 |
| Value of total assets at beginning of year | 2010-12-31 | $1,409,193 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,610 |
| Total interest from all sources | 2010-12-31 | $25,353 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $53,271 |
| Participant contributions at end of year | 2010-12-31 | $30,414 |
| Participant contributions at beginning of year | 2010-12-31 | $37,491 |
| 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 | $61,033 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,470,226 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,409,193 |
| 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 | $806,443 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $650,730 |
| Interest on participant loans | 2010-12-31 | $3,679 |
| Interest earned on other investments | 2010-12-31 | $21,674 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $633,369 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $720,972 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $110,435 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $125,416 |
| Contract administrator fees | 2010-12-31 | $2,610 |
| 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 | ROWLEY, BUSHUE & COMPANY LLP |
| Accountancy firm EIN | 2010-12-31 | 351866709 |
