401k Plan data: JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN plan

JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN 401k Plan overview

Plan Name	JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN
Plan identification number	003

JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JOE MACHENS DEALERSHIPS has sponsored the creation of one or more 401k plans.

Company Name: JOE MACHENS DEALERSHIPS

Employer identification number (EIN): 430918670

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2014-01-01 CECILIA WHITE
003 2013-01-01 CELIA WHITE
003 2012-01-01 CELIA WHITE
003 2011-01-01 CELIA WHITE
003 2010-01-01 CELIA WHITE
003 2009-01-01 CECILIA M WHITE CECILIA M WHITE 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
003	2014-01-01	CECILIA WHITE
003	2013-01-01	CELIA WHITE
003	2012-01-01	CELIA WHITE
003	2011-01-01	CELIA WHITE
003	2010-01-01	CELIA WHITE
003	2009-01-01	CECILIA M WHITE	CECILIA M WHITE	2010-10-13

Plan Statistics for JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN

401k plan membership statisitcs for JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN

Measure Date Value
2014: JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 503
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 499
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 60
Total of all active and inactive participants 2014-01-01 559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 3
Total participants 2014-01-01 562
Number of participants with account balances 2014-01-01 561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 402
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 442
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 59
Total of all active and inactive participants 2013-01-01 501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 503
Number of participants with account balances 2013-01-01 503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 368
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 358
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 42
Total of all active and inactive participants 2012-01-01 400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 402
Number of participants with account balances 2012-01-01 401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 311
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 478
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 41
Total of all active and inactive participants 2011-01-01 519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 520
Number of participants with account balances 2011-01-01 520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 304
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 272
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 37
Total of all active and inactive participants 2010-01-01 309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 2
Total participants 2010-01-01 311
Number of participants with account balances 2010-01-01 309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 285
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 275
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 30
Total of all active and inactive participants 2009-01-01 305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 305
Number of participants with account balances 2009-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	503
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	499
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	60
Total of all active and inactive participants	2014-01-01	559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	3
Total participants	2014-01-01	562
Number of participants with account balances	2014-01-01	561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	402
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	442
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	59
Total of all active and inactive participants	2013-01-01	501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	503
Number of participants with account balances	2013-01-01	503
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	368
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	358
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	42
Total of all active and inactive participants	2012-01-01	400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	402
Number of participants with account balances	2012-01-01	401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	311
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	478
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	41
Total of all active and inactive participants	2011-01-01	519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	520
Number of participants with account balances	2011-01-01	520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	304
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	272
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	37
Total of all active and inactive participants	2010-01-01	309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	2
Total participants	2010-01-01	311
Number of participants with account balances	2010-01-01	309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	285
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	275
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	30
Total of all active and inactive participants	2009-01-01	305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	305
Number of participants with account balances	2009-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN

Measure	Date	Value
2014 : JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$4,105,814
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,501,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,388,981
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,712,983
Value of total assets at end of year	2014-12-31	$23,592,156
Value of total assets at beginning of year	2014-12-31	$20,987,743
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$112,420
Total interest from all sources	2014-12-31	$62,497
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,088,322
Participant contributions at end of year	2014-12-31	$636,935
Participant contributions at beginning of year	2014-12-31	$637,071
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$507,100
Other income not declared elsewhere	2014-12-31	$4,620
Administrative expenses (other) incurred	2014-12-31	$112,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$2,604,413
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$23,592,156
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$20,987,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$20,515,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$18,103,819
Interest on participant loans	2014-12-31	$29,305
Interest earned on other investments	2014-12-31	$33,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,322,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,129,853
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,325,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$117,561
Employer contributions (assets) at end of year	2014-12-31	$117,000
Employer contributions (assets) at beginning of year	2014-12-31	$117,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,388,981
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SIKICH LLP
Accountancy firm EIN	2014-12-31	363168081
2013 : JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$5,801,774
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,095,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,040,587
Value of total corrective distributions	2013-12-31	$54,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,231,483
Value of total assets at end of year	2013-12-31	$20,987,743
Value of total assets at beginning of year	2013-12-31	$16,281,080
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$0
Total interest from all sources	2013-12-31	$58,679
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,914,412
Participant contributions at end of year	2013-12-31	$637,071
Participant contributions at beginning of year	2013-12-31	$504,611
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$200,071
Other income not declared elsewhere	2013-12-31	$1,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$4,706,663
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$20,987,743
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$16,281,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$18,103,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$14,086,469
Interest on participant loans	2013-12-31	$22,263
Interest earned on other investments	2013-12-31	$36,416
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,129,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,589,000
Net investment gain/loss from pooled separate accounts	2013-12-31	$3,509,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$117,000
Employer contributions (assets) at end of year	2013-12-31	$117,000
Employer contributions (assets) at beginning of year	2013-12-31	$101,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,040,587
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SIKICH LLP
Accountancy firm EIN	2013-12-31	363168081
2012 : JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$4,162,986
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,186,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,168,357
Expenses. Certain deemed distributions of participant loans	2012-12-31	$18,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,563,707
Value of total assets at end of year	2012-12-31	$16,281,080
Value of total assets at beginning of year	2012-12-31	$13,305,001
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$0
Total interest from all sources	2012-12-31	$49,905
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,781,406
Participant contributions at end of year	2012-12-31	$504,611
Participant contributions at beginning of year	2012-12-31	$547,890
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$681,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,976,079
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$16,281,080
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$13,305,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$14,086,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$11,412,873
Interest on participant loans	2012-12-31	$20,398
Interest earned on other investments	2012-12-31	$29,507
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,589,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,256,238
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,549,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$101,000
Employer contributions (assets) at end of year	2012-12-31	$101,000
Employer contributions (assets) at beginning of year	2012-12-31	$88,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,168,357
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SIKICH LLP
Accountancy firm EIN	2012-12-31	363168081
2011 : JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,457,527
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$388,726
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$377,326
Expenses. Certain deemed distributions of participant loans	2011-12-31	$11,400
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,335,429
Value of total assets at end of year	2011-12-31	$13,305,001
Value of total assets at beginning of year	2011-12-31	$12,236,200
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$0
Total interest from all sources	2011-12-31	$39,179
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,192,597
Participant contributions at end of year	2011-12-31	$547,890
Participant contributions at beginning of year	2011-12-31	$350,964
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$54,832
Other income not declared elsewhere	2011-12-31	$302,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,068,801
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$13,305,001
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$12,236,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$11,412,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$10,757,257
Interest on participant loans	2011-12-31	$16,562
Interest earned on other investments	2011-12-31	$22,617
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,256,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,045,979
Net investment gain/loss from pooled separate accounts	2011-12-31	$-219,176
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$88,000
Employer contributions (assets) at end of year	2011-12-31	$88,000
Employer contributions (assets) at beginning of year	2011-12-31	$82,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$377,326
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	SIKICH LLP
Accountancy firm EIN	2011-12-31	363168081
2010 : JOE MACHENS FORD, INC 401 K 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	$2,817,104
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$729,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$720,381
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,283,920
Value of total assets at end of year	2010-12-31	$12,236,200
Value of total assets at beginning of year	2010-12-31	$10,148,129
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$8,652
Total interest from all sources	2010-12-31	$46,306
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,067,917
Participant contributions at end of year	2010-12-31	$350,964
Participant contributions at beginning of year	2010-12-31	$307,774
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$134,003
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$185
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$8,652
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
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$2,088,071
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$12,236,200
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$10,148,129
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 registered invesment companies (eg mutual funds) at end of year	2010-12-31	$10,757,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$8,620,136
Interest on participant loans	2010-12-31	$13,812
Interest earned on other investments	2010-12-31	$32,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,045,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,148,219
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from pooled separate accounts	2010-12-31	$1,486,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$82,000
Employer contributions (assets) at end of year	2010-12-31	$82,000
Employer contributions (assets) at beginning of year	2010-12-31	$72,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$720,196
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	SIKICH LLP
Accountancy firm EIN	2010-12-31	363168081
2009 : JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN

2014: JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN 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
2012: JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN 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
2011: JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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
2010: JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN 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
2009: JOE MACHENS FORD, INC 401 K PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	JOE MACHENS DEALERSHIPS
Employer identification number (EIN):	430918670
NAIC Classification:	441110
NAIC Description:	New Car Dealers