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JERRY'S AUTOGROUP 401(K) 401k Plan overview

Plan NameJERRY'S AUTOGROUP 401(K)
Plan identification number 001

JERRY'S AUTOGROUP 401(K) Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JERRYS AUTOMOTIVE GROUP has sponsored the creation of one or more 401k plans.

Company Name:JERRYS AUTOMOTIVE GROUP
Employer identification number (EIN):520685482
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JERRY'S AUTOGROUP 401(K)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARY ZALOSKI
0012016-01-01MARY ZALOSKI
0012015-01-01MARY ZALOSKI
0012014-01-01MARY ZALOSKI
0012013-01-01MARY ZALOSKI
0012012-01-01MARY ZALOSKI
0012011-01-01MARY ZALOSKI
0012010-01-01MZALOSKI
0012009-01-01ALAN B. SVEDLOW

Plan Statistics for JERRY'S AUTOGROUP 401(K)

401k plan membership statisitcs for JERRY'S AUTOGROUP 401(K)

Measure Date Value
2022: JERRY'S AUTOGROUP 401(K) 2022 401k membership
Total participants, beginning-of-year2022-01-01284
Total number of active participants reported on line 7a of the Form 55002022-01-01174
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0193
Total of all active and inactive participants2022-01-01267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01267
Number of participants with account balances2022-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: JERRY'S AUTOGROUP 401(K) 2021 401k membership
Total participants, beginning-of-year2021-01-01287
Total number of active participants reported on line 7a of the Form 55002021-01-01178
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0190
Total of all active and inactive participants2021-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01268
Number of participants with account balances2021-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: JERRY'S AUTOGROUP 401(K) 2020 401k membership
Total participants, beginning-of-year2020-01-01579
Total number of active participants reported on line 7a of the Form 55002020-01-01181
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0182
Total of all active and inactive participants2020-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01263
Number of participants with account balances2020-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: JERRY'S AUTOGROUP 401(K) 2019 401k membership
Total participants, beginning-of-year2019-01-01555
Total number of active participants reported on line 7a of the Form 55002019-01-01210
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01344
Total of all active and inactive participants2019-01-01554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01555
Number of participants with account balances2019-01-01547
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: JERRY'S AUTOGROUP 401(K) 2018 401k membership
Total participants, beginning-of-year2018-01-01494
Total number of active participants reported on line 7a of the Form 55002018-01-01199
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01326
Total of all active and inactive participants2018-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01525
Number of participants with account balances2018-01-01517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0120
2017: JERRY'S AUTOGROUP 401(K) 2017 401k membership
Total participants, beginning-of-year2017-01-01378
Total number of active participants reported on line 7a of the Form 55002017-01-01227
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01249
Total of all active and inactive participants2017-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01476
Number of participants with account balances2017-01-01470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0129
2016: JERRY'S AUTOGROUP 401(K) 2016 401k membership
Total participants, beginning-of-year2016-01-01352
Total number of active participants reported on line 7a of the Form 55002016-01-01249
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0195
Total of all active and inactive participants2016-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01344
Number of participants with account balances2016-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: JERRY'S AUTOGROUP 401(K) 2015 401k membership
Total participants, beginning-of-year2015-01-01334
Total number of active participants reported on line 7a of the Form 55002015-01-01241
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0184
Total of all active and inactive participants2015-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01325
Number of participants with account balances2015-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: JERRY'S AUTOGROUP 401(K) 2014 401k membership
Total participants, beginning-of-year2014-01-01302
Total number of active participants reported on line 7a of the Form 55002014-01-01245
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0168
Total of all active and inactive participants2014-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01313
Number of participants with account balances2014-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: JERRY'S AUTOGROUP 401(K) 2013 401k membership
Total participants, beginning-of-year2013-01-01315
Total number of active participants reported on line 7a of the Form 55002013-01-01234
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0155
Total of all active and inactive participants2013-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01289
Number of participants with account balances2013-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: JERRY'S AUTOGROUP 401(K) 2012 401k membership
Total participants, beginning-of-year2012-01-01362
Total number of active participants reported on line 7a of the Form 55002012-01-01250
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01293
Number of participants with account balances2012-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: JERRY'S AUTOGROUP 401(K) 2011 401k membership
Total participants, beginning-of-year2011-01-01228
Total number of active participants reported on line 7a of the Form 55002011-01-01291
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01321
Number of participants with account balances2011-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: JERRY'S AUTOGROUP 401(K) 2010 401k membership
Total participants, beginning-of-year2010-01-01201
Total number of active participants reported on line 7a of the Form 55002010-01-01192
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0114
Total of all active and inactive participants2010-01-01206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01207
Number of participants with account balances2010-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: JERRY'S AUTOGROUP 401(K) 2009 401k membership
Total participants, beginning-of-year2009-01-01173
Total number of active participants reported on line 7a of the Form 55002009-01-01181
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01194
Number of participants with account balances2009-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on JERRY'S AUTOGROUP 401(K)

Measure Date Value
2022 : JERRY'S AUTOGROUP 401(K) 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-312,788
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$394,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$380,392
Expenses. Certain deemed distributions of participant loans2022-12-31$8,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$747,579
Value of total assets at end of year2022-12-31$4,547,049
Value of total assets at beginning of year2022-12-31$5,254,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,360
Total interest from all sources2022-12-31$5,588
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$291,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$291,206
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$747,579
Participant contributions at end of year2022-12-31$79,960
Participant contributions at beginning of year2022-12-31$83,277
Participant contributions at beginning of year2022-12-31$117
Other income not declared elsewhere2022-12-31$2,219
Administrative expenses (other) incurred2022-12-31$5,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-707,047
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,547,049
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,254,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,303,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,961,089
Interest on participant loans2022-12-31$5,588
Value of interest in common/collective trusts at end of year2022-12-31$163,300
Value of interest in common/collective trusts at beginning of year2022-12-31$209,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,330,363
Net investment gain or loss from common/collective trusts2022-12-31$-29,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$380,392
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BOYER&RITTER
Accountancy firm EIN2022-12-31231311005
2021 : JERRY'S AUTOGROUP 401(K) 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,264,627
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$446,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$404,393
Expenses. Certain deemed distributions of participant loans2021-12-31$36,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$685,392
Value of total assets at end of year2021-12-31$5,254,096
Value of total assets at beginning of year2021-12-31$4,435,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,183
Total interest from all sources2021-12-31$8,388
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$494,573
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$494,573
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$444,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$603,482
Participant contributions at end of year2021-12-31$83,277
Participant contributions at beginning of year2021-12-31$144,791
Participant contributions at end of year2021-12-31$117
Participant contributions at beginning of year2021-12-31$143
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$81,910
Other income not declared elsewhere2021-12-31$219
Administrative expenses (other) incurred2021-12-31$5,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$818,137
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,254,096
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,435,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,961,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,047,676
Interest on participant loans2021-12-31$8,388
Value of interest in common/collective trusts at end of year2021-12-31$209,613
Value of interest in common/collective trusts at beginning of year2021-12-31$243,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$30,210
Net investment gain or loss from common/collective trusts2021-12-31$45,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$404,393
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BOYER&RITTER
Accountancy firm EIN2021-12-31231311005
2020 : JERRY'S AUTOGROUP 401(K) 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,120,928
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,704,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,663,822
Expenses. Certain deemed distributions of participant loans2020-12-31$10,325
Value of total corrective distributions2020-12-31$12,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$484,645
Value of total assets at end of year2020-12-31$4,435,959
Value of total assets at beginning of year2020-12-31$5,019,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,298
Total interest from all sources2020-12-31$9,864
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$177,441
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$177,441
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$484,645
Participant contributions at end of year2020-12-31$144,791
Participant contributions at beginning of year2020-12-31$160,010
Participant contributions at end of year2020-12-31$143
Participant contributions at beginning of year2020-12-31$29
Other income not declared elsewhere2020-12-31$2,576
Administrative expenses (other) incurred2020-12-31$18,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-583,859
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,435,959
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,019,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,047,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,657,399
Interest on participant loans2020-12-31$9,864
Value of interest in common/collective trusts at end of year2020-12-31$243,349
Value of interest in common/collective trusts at beginning of year2020-12-31$202,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$416,997
Net investment gain or loss from common/collective trusts2020-12-31$29,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,663,822
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BOYER&RITTER
Accountancy firm EIN2020-12-31231311005
2019 : JERRY'S AUTOGROUP 401(K) 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,486,297
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,103,214
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,053,444
Expenses. Certain deemed distributions of participant loans2019-12-31$3,869
Value of total corrective distributions2019-12-31$37,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$537,512
Value of total assets at end of year2019-12-31$5,019,818
Value of total assets at beginning of year2019-12-31$4,636,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,764
Total interest from all sources2019-12-31$8,205
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$236,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$236,288
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$464,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$537,512
Participant contributions at end of year2019-12-31$160,010
Participant contributions at beginning of year2019-12-31$152,851
Participant contributions at end of year2019-12-31$29
Other income not declared elsewhere2019-12-31$13,175
Administrative expenses (other) incurred2019-12-31$8,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$383,083
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,019,818
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,636,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,657,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,285,612
Interest on participant loans2019-12-31$8,205
Value of interest in common/collective trusts at end of year2019-12-31$202,380
Value of interest in common/collective trusts at beginning of year2019-12-31$198,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$651,837
Net investment gain or loss from common/collective trusts2019-12-31$39,280
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,053,444
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BOYER&RITTER
Accountancy firm EIN2019-12-31231311005
2018 : JERRY'S AUTOGROUP 401(K) 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$285,823
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$283,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$197,078
Expenses. Certain deemed distributions of participant loans2018-12-31$5,369
Value of total corrective distributions2018-12-31$77,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$605,871
Value of total assets at end of year2018-12-31$4,636,735
Value of total assets at beginning of year2018-12-31$4,634,529
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,830
Total interest from all sources2018-12-31$7,159
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$336,161
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$336,161
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$464,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$491,828
Participant contributions at end of year2018-12-31$152,851
Participant contributions at beginning of year2018-12-31$114,224
Participant contributions at beginning of year2018-12-31$27
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$114,043
Other income not declared elsewhere2018-12-31$7
Administrative expenses (other) incurred2018-12-31$3,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$2,206
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,636,735
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,634,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,285,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,301,284
Interest on participant loans2018-12-31$7,159
Value of interest in common/collective trusts at end of year2018-12-31$198,272
Value of interest in common/collective trusts at beginning of year2018-12-31$218,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-658,248
Net investment gain or loss from common/collective trusts2018-12-31$-5,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$197,078
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BOYER&RITTER
Accountancy firm EIN2018-12-31231311005
2017 : JERRY'S AUTOGROUP 401(K) 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,152,088
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,022,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$891,774
Expenses. Certain deemed distributions of participant loans2017-12-31$54,755
Value of total corrective distributions2017-12-31$71,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$472,541
Value of total assets at end of year2017-12-31$4,634,529
Value of total assets at beginning of year2017-12-31$4,504,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,675
Total interest from all sources2017-12-31$9,108
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$243,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$243,461
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$451,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$455,187
Participant contributions at end of year2017-12-31$114,224
Participant contributions at beginning of year2017-12-31$228,950
Participant contributions at end of year2017-12-31$27
Participant contributions at beginning of year2017-12-31$9
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$17,354
Other income not declared elsewhere2017-12-31$596
Administrative expenses (other) incurred2017-12-31$3,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$129,973
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,634,529
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,504,556
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,301,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,899,252
Interest on participant loans2017-12-31$9,108
Value of interest in common/collective trusts at end of year2017-12-31$218,994
Value of interest in common/collective trusts at beginning of year2017-12-31$376,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$397,529
Net investment gain or loss from common/collective trusts2017-12-31$28,853
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$891,774
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BOYER&RITTER
Accountancy firm EIN2017-12-31231311005
2016 : JERRY'S AUTOGROUP 401(K) 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$596,422
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$813,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$780,275
Expenses. Certain deemed distributions of participant loans2016-12-31$30,014
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$379,203
Value of total assets at end of year2016-12-31$4,504,556
Value of total assets at beginning of year2016-12-31$4,721,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,780
Total interest from all sources2016-12-31$8,497
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$90,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$90,993
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$473,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$379,203
Participant contributions at end of year2016-12-31$228,950
Participant contributions at beginning of year2016-12-31$242,878
Participant contributions at end of year2016-12-31$9
Administrative expenses (other) incurred2016-12-31$2,780
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-216,647
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,504,556
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,721,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,899,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,155,113
Interest on participant loans2016-12-31$8,497
Value of interest in common/collective trusts at end of year2016-12-31$376,345
Value of interest in common/collective trusts at beginning of year2016-12-31$323,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$109,117
Net investment gain or loss from common/collective trusts2016-12-31$8,612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$780,275
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BOYER&RITTER
Accountancy firm EIN2016-12-31231311005
2015 : JERRY'S AUTOGROUP 401(K) 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$302,410
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$604,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$563,974
Value of total corrective distributions2015-12-31$34,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$375,228
Value of total assets at end of year2015-12-31$4,721,203
Value of total assets at beginning of year2015-12-31$5,023,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,485
Total interest from all sources2015-12-31$8,953
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$56,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$56,384
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$375,228
Participant contributions at end of year2015-12-31$242,878
Participant contributions at beginning of year2015-12-31$229,092
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$47
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-301,865
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,721,203
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,023,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,155,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,483,943
Interest on participant loans2015-12-31$8,953
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$323,212
Value of interest in common/collective trusts at beginning of year2015-12-31$309,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-142,755
Net investment gain or loss from common/collective trusts2015-12-31$4,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$563,974
Contract administrator fees2015-12-31$5,485
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BOYER&RITTER
Accountancy firm EIN2015-12-31231311005
2014 : JERRY'S AUTOGROUP 401(K) 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$568,189
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$468,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$409,200
Value of total corrective distributions2014-12-31$55,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$353,866
Value of total assets at end of year2014-12-31$5,023,068
Value of total assets at beginning of year2014-12-31$4,923,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,114
Total interest from all sources2014-12-31$11,609
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$82,737
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$82,737
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$353,866
Participant contributions at end of year2014-12-31$229,092
Participant contributions at beginning of year2014-12-31$251,858
Participant contributions at end of year2014-12-31$47
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$99,266
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,023,068
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,923,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,483,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,446,188
Interest on participant loans2014-12-31$11,609
Value of interest in common/collective trusts at end of year2014-12-31$309,986
Value of interest in common/collective trusts at beginning of year2014-12-31$225,756
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$116,161
Net investment gain or loss from common/collective trusts2014-12-31$3,816
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$409,200
Contract administrator fees2014-12-31$4,114
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BOYER&RITTER
Accountancy firm EIN2014-12-31231311005
2013 : JERRY'S AUTOGROUP 401(K) 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$954,928
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$144,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$138,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$316,804
Value of total assets at end of year2013-12-31$4,923,802
Value of total assets at beginning of year2013-12-31$4,113,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,762
Total interest from all sources2013-12-31$7,159
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$66,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$66,842
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$316,804
Participant contributions at end of year2013-12-31$251,858
Participant contributions at beginning of year2013-12-31$221,864
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$810,310
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,923,802
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,113,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,446,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,665,718
Interest on participant loans2013-12-31$7,159
Value of interest in common/collective trusts at end of year2013-12-31$225,756
Value of interest in common/collective trusts at beginning of year2013-12-31$225,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$561,720
Net investment gain or loss from common/collective trusts2013-12-31$2,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$138,856
Contract administrator fees2013-12-31$5,762
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BOYER&RITTER
Accountancy firm EIN2013-12-31231311005
2012 : JERRY'S AUTOGROUP 401(K) 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$680,282
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$404,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$395,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$236,131
Value of total assets at end of year2012-12-31$4,113,492
Value of total assets at beginning of year2012-12-31$3,837,607
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,470
Total interest from all sources2012-12-31$5,535
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$73,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$73,520
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$236,131
Participant contributions at end of year2012-12-31$221,864
Participant contributions at beginning of year2012-12-31$133,391
Participant contributions at beginning of year2012-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$275,885
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,113,492
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,837,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,665,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,412,945
Interest on participant loans2012-12-31$5,535
Value of interest in common/collective trusts at end of year2012-12-31$225,910
Value of interest in common/collective trusts at beginning of year2012-12-31$291,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$26
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$26
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$363,642
Net investment gain or loss from common/collective trusts2012-12-31$1,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$395,927
Contract administrator fees2012-12-31$8,470
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BOYER & RITTER
Accountancy firm EIN2012-12-31231311005
2011 : JERRY'S AUTOGROUP 401(K) 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$199,088
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$385,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$382,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$249,158
Value of total assets at end of year2011-12-31$3,837,607
Value of total assets at beginning of year2011-12-31$4,023,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,860
Total interest from all sources2011-12-31$6,469
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$81,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$81,177
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$400,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$249,158
Participant contributions at end of year2011-12-31$133,391
Participant contributions at beginning of year2011-12-31$153,891
Participant contributions at end of year2011-12-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-186,194
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,837,607
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,023,801
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,412,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,655,988
Interest on participant loans2011-12-31$6,469
Value of interest in common/collective trusts at end of year2011-12-31$291,240
Value of interest in common/collective trusts at beginning of year2011-12-31$213,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$26
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$26
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$26
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-140,963
Net investment gain or loss from common/collective trusts2011-12-31$3,247
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$382,422
Contract administrator fees2011-12-31$2,860
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BOYER AND RITTER
Accountancy firm EIN2011-12-31231311005
2010 : JERRY'S AUTOGROUP 401(K) 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$652,266
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$571,228
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$566,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$224,876
Value of total assets at end of year2010-12-31$4,024,037
Value of total assets at beginning of year2010-12-31$3,942,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,000
Total interest from all sources2010-12-31$2,105
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$47,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$47,330
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$223,390
Participant contributions at end of year2010-12-31$154,127
Participant contributions at beginning of year2010-12-31$199,051
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$81,038
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,024,037
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,942,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,655,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$136,965
Interest on participant loans2010-12-31$2,079
Value of interest in common/collective trusts at end of year2010-12-31$213,896
Value of interest in common/collective trusts at beginning of year2010-12-31$3,606,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$26
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$26
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$377,343
Net investment gain or loss from common/collective trusts2010-12-31$612
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$566,228
Contract administrator fees2010-12-31$5,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ARONSON AND COMPANY
Accountancy firm EIN2010-12-31520987391
2009 : JERRY'S AUTOGROUP 401(K) 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for JERRY'S AUTOGROUP 401(K)

2022: JERRY'S AUTOGROUP 401(K) 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: JERRY'S AUTOGROUP 401(K) 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: JERRY'S AUTOGROUP 401(K) 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: JERRY'S AUTOGROUP 401(K) 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: JERRY'S AUTOGROUP 401(K) 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: JERRY'S AUTOGROUP 401(K) 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: JERRY'S AUTOGROUP 401(K) 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: JERRY'S AUTOGROUP 401(K) 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: JERRY'S AUTOGROUP 401(K) 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: JERRY'S AUTOGROUP 401(K) 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: JERRY'S AUTOGROUP 401(K) 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: JERRY'S AUTOGROUP 401(K) 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: JERRY'S AUTOGROUP 401(K) 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: JERRY'S AUTOGROUP 401(K) 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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