401k Plan data: DAVE SMITH FORD, INC. 401K PLAN plan

DAVE SMITH FORD, INC. 401K PLAN 401k Plan overview

Plan Name	DAVE SMITH FORD, INC. 401K PLAN
Plan identification number	001

DAVE SMITH FORD, INC. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.

401k Sponsoring company profile

DAVE SMITH FORD INC has sponsored the creation of one or more 401k plans.

Company Name: DAVE SMITH FORD INC

Employer identification number (EIN): 421695216

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVE SMITH FORD, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 SARA H. SMITH 2023-10-06
001 2021-01-01 SARA H. SMITH 2022-10-17
001 2020-01-01 SARA H. SMITH 2021-10-18
001 2019-01-01 SARA H. SMITH 2020-10-15
001 2018-01-01 SARA H. SMITH 2019-10-04
001 2017-01-01 SARA H. SMITH 2018-10-15
001 2015-01-01 SARA H. SMITH 2016-09-26 JANICE P. STOVER 2016-09-30
001 2014-01-01 SARA H. SMITH 2015-07-01 JANICE P. STOVER 2015-07-01
001 2013-01-01 SARA H. SMITH 2014-06-19 JANICE P. STOVER 2014-06-19
001 2012-01-01 SARA H. SMITH 2013-10-07 JANICE P. STOVER 2013-10-07
001 2011-01-01 SARA H. SMITH 2012-10-10 JANICE P. STOVER 2012-10-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	SARA H. SMITH	2023-10-06
001	2021-01-01	SARA H. SMITH	2022-10-17
001	2020-01-01	SARA H. SMITH	2021-10-18
001	2019-01-01	SARA H. SMITH	2020-10-15
001	2018-01-01	SARA H. SMITH	2019-10-04
001	2017-01-01	SARA H. SMITH	2018-10-15
001	2015-01-01	SARA H. SMITH	2016-09-26	JANICE P. STOVER	2016-09-30
001	2014-01-01	SARA H. SMITH	2015-07-01	JANICE P. STOVER	2015-07-01
001	2013-01-01	SARA H. SMITH	2014-06-19	JANICE P. STOVER	2014-06-19
001	2012-01-01	SARA H. SMITH	2013-10-07	JANICE P. STOVER	2013-10-07
001	2011-01-01	SARA H. SMITH	2012-10-10	JANICE P. STOVER	2012-10-10

Financial Data on DAVE SMITH FORD, INC. 401K PLAN

Measure	Date	Value
2010 : DAVE SMITH FORD, INC. 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$523,333
Expenses. Total of all expenses incurred	2010-12-31	$110,915
Benefits paid (including direct rollovers)	2010-12-31	$110,915
Total plan assets at end of year	2010-12-31	$2,513,132
Total plan assets at beginning of year	2010-12-31	$2,100,714
Value of fidelity bond covering the plan	2010-12-31	$260,000
Total contributions received or receivable from participants	2010-12-31	$176,980
Other income received	2010-12-31	$292,957
Net income (gross income less expenses)	2010-12-31	$412,418
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,513,132
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,100,714
Assets. Value of participant loans	2010-12-31	$99,275
Total contributions received or receivable from employer(s)	2010-12-31	$53,396
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK (National Association of Insurance Commissioners NAIC id number: 86375 )

Policy contract number

81401

Policy instance

Insurance contract or identification number	81401
Number of Individuals Covered	73
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $6,710
Total amount of fees paid to insurance company	USD $1,270
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?	Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP ANNUITY
Commission paid to Insurance Broker	USD $6,710
Insurance broker organization code?	3
Amount paid for insurance broker fees	1270
Additional information about fees paid to insurance broker	TPA FORUM
Insurance broker name	COMPENSATION SERVICES INC

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Company Name:	DAVE SMITH FORD INC
Employer identification number (EIN):	421695216
NAIC Classification:	441110
NAIC Description:	New Car Dealers