SUNTRUP AUTO INVESTMENTS, INC. DBA SUNTRUP FORD-KIRKWOOD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUNTRUP AUTOMOTIVE GROUP UNION 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : SUNTRUP AUTOMOTIVE GROUP UNION 401(K) PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-06-19 | 126435 |
| Net assets as of the end of the plan year | 2025-06-19 | 5921167 |
| Total assets as of the beginning of the plan year | 2025-06-19 | 5228491 |
| Value of plan covered by a fidelity bond | 2025-06-19 | 500000 |
| Participant contributions to plan in this plan year | 2025-06-19 | 100354 |
| Value of participant loans at end of plan year | 2025-06-19 | 171453 |
| Other income to plan in this plan year | 2025-06-19 | 593927 |
| Plan net income in this plan year | 2025-06-19 | 692676 |
| Net assets as of the end of the plan year | 2025-06-19 | 5921167 |
| Net assets as of the beginning of the plan year | 2025-06-19 | 5228491 |
| Employer contributions to plan in this plan year | 2025-06-19 | 124830 |
| Fees paid to broker by Benefit Provider | 2025-06-19 | 33824 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-19 | 931 |
| 2024 : SUNTRUP AUTOMOTIVE GROUP UNION 401(K) PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-07-01 | 275859 |
| Net assets as of the end of the plan year | 2024-07-01 | 5228491 |
| Total assets as of the beginning of the plan year | 2024-07-01 | 4541676 |
| Value of plan covered by a fidelity bond | 2024-07-01 | 50000 |
| Participant contributions to plan in this plan year | 2024-07-01 | 93748 |
| Value of participant loans at end of plan year | 2024-07-01 | 231332 |
| Other contributions to plan in this plan year | 2024-07-01 | 9071 |
| Other income to plan in this plan year | 2024-07-01 | 734251 |
| Plan net income in this plan year | 2024-07-01 | 686815 |
| Net assets as of the end of the plan year | 2024-07-01 | 5228491 |
| Net assets as of the beginning of the plan year | 2024-07-01 | 4541676 |
| Employer contributions to plan in this plan year | 2024-07-01 | 125604 |
| Fees paid to broker by Benefit Provider | 2024-07-01 | 28634 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-07-01 | 1056 |
| 2022 : SUNTRUP AUTOMOTIVE GROUP UNION 401(K) PLAN 2022 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2022-07-18 | 685738 |
| Net assets as of the end of the plan year | 2022-07-18 | 5633130 |
| Total assets as of the beginning of the plan year | 2022-07-18 | 5271984 |
| Value of plan covered by a fidelity bond | 2022-07-18 | 500000 |
| Participant contributions to plan in this plan year | 2022-07-18 | 145085 |
| Value of participant loans at end of plan year | 2022-07-18 | 127760 |
| Other contributions to plan in this plan year | 2022-07-18 | 77115 |
| Other income to plan in this plan year | 2022-07-18 | 707682 |
| Plan net income in this plan year | 2022-07-18 | 361146 |
| Net assets as of the end of the plan year | 2022-07-18 | 5633130 |
| Net assets as of the beginning of the plan year | 2022-07-18 | 5271984 |
| Employer contributions to plan in this plan year | 2022-07-18 | 117002 |
| Fees paid to broker by Benefit Provider | 2022-07-18 | 33776 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-07-18 | 1916 |
| 2010 : SUNTRUP AUTOMOTIVE GROUP UNION 401(K) PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total transfer of assets from this plan | 2010-12-31 | $1,488,511 |
| 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 | $591,927 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $64,292 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $53,849 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $217,074 |
| Value of total assets at end of year | 2010-12-31 | $3,428,826 |
| Value of total assets at beginning of year | 2010-12-31 | $4,389,702 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $10,443 |
| Total interest from all sources | 2010-12-31 | $12,274 |
| 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 |
| Administrative expenses professional fees incurred | 2010-12-31 | $6,000 |
| 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 | $115,358 |
| Participant contributions at end of year | 2010-12-31 | $195,633 |
| Participant contributions at beginning of year | 2010-12-31 | $277,382 |
| 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 | $527,635 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,428,826 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,389,702 |
| 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 | $3,159,790 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $3,922,381 |
| Interest on participant loans | 2010-12-31 | $10,056 |
| Interest earned on other investments | 2010-12-31 | $2,218 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $73,403 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $189,939 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $362,579 |
| 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 | Yes |
| 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 | $101,716 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $53,849 |
| Contract administrator fees | 2010-12-31 | $4,443 |
| 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 |
