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Plan Name | SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | SHELOR MOTOR MILE INC. |
Employer identification number (EIN): | 542034939 |
NAIC Classification: | 423100 |
Additional information about SHELOR MOTOR MILE INC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2000-12-07 |
Company Identification Number: | 0550135 |
Legal Registered Office Address: |
2257 ROANOKE STREET PO BOX 1499 CHRISTIANSBURG United States of America (USA) 24073 |
More information about SHELOR MOTOR MILE INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | RHONDA HUFF | |||
001 | 2016-01-01 | RHONDA HUFF | |||
001 | 2015-01-01 | BECKY HYLTON | |||
001 | 2014-01-01 | BECKY SHAVER | |||
001 | 2013-01-01 | BECKY SHAVER | |||
001 | 2012-01-01 | BECKY SHAVER | |||
001 | 2011-01-01 | BECKY SHAVER | |||
001 | 2009-01-01 | BECKY SHAVER | BECKY SHAVER | 2010-10-14 | |
001 | 2009-01-01 | BECKY SHAVER | BECKY SHAVER | 2011-10-17 |
Measure | Date | Value |
---|---|---|
2022: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 571 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 433 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 159 |
Total of all active and inactive participants | 2022-01-01 | 592 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 592 |
Number of participants with account balances | 2022-01-01 | 525 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 573 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 413 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 143 |
Total of all active and inactive participants | 2021-01-01 | 556 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 556 |
Number of participants with account balances | 2021-01-01 | 496 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 642 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 432 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 140 |
Total of all active and inactive participants | 2020-01-01 | 572 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 572 |
Number of participants with account balances | 2020-01-01 | 501 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 564 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 519 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 117 |
Total of all active and inactive participants | 2019-01-01 | 636 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 636 |
Number of participants with account balances | 2019-01-01 | 534 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 612 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 447 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 105 |
Total of all active and inactive participants | 2018-01-01 | 552 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 552 |
Number of participants with account balances | 2018-01-01 | 464 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 595 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 509 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 85 |
Total of all active and inactive participants | 2017-01-01 | 594 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 594 |
Number of participants with account balances | 2017-01-01 | 453 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 489 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 454 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 78 |
Total of all active and inactive participants | 2016-01-01 | 536 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 536 |
Number of participants with account balances | 2016-01-01 | 414 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 376 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 415 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 74 |
Total of all active and inactive participants | 2015-01-01 | 489 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 489 |
Number of participants with account balances | 2015-01-01 | 371 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 44 |
2014: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 337 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 335 |
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 | 41 |
Total of all active and inactive participants | 2014-01-01 | 376 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 376 |
Number of participants with account balances | 2014-01-01 | 316 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 45 |
2013: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 343 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 310 |
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 | 27 |
Total of all active and inactive participants | 2013-01-01 | 337 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 337 |
Number of participants with account balances | 2013-01-01 | 278 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 33 |
2012: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 594 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 304 |
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 | 39 |
Total of all active and inactive participants | 2012-01-01 | 343 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 343 |
Number of participants with account balances | 2012-01-01 | 269 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 21 |
2011: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 535 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 580 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 13 |
Total of all active and inactive participants | 2011-01-01 | 594 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 594 |
Number of participants with account balances | 2011-01-01 | 179 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 3 |
2009: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 590 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 516 |
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 | 23 |
Total of all active and inactive participants | 2009-01-01 | 539 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 539 |
Number of participants with account balances | 2009-01-01 | 192 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 4 |
Measure | Date | Value |
---|---|---|
2022 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $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 | $-1,129,172 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $521,303 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $424,574 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $827 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,422,541 |
Value of total assets at end of year | 2022-12-31 | $15,358,838 |
Value of total assets at beginning of year | 2022-12-31 | $17,009,313 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $95,902 |
Total interest from all sources | 2022-12-31 | $19,008 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $491,381 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $491,381 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,422,541 |
Participant contributions at end of year | 2022-12-31 | $463,796 |
Participant contributions at beginning of year | 2022-12-31 | $390,242 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $738,506 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $627,543 |
Other income not declared elsewhere | 2022-12-31 | $-43,631 |
Administrative expenses (other) incurred | 2022-12-31 | $95,902 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,650,475 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $15,358,838 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $17,009,313 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $13,414,081 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $15,244,566 |
Interest on participant loans | 2022-12-31 | $19,008 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $742,455 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $746,962 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-3,033,250 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $14,779 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $424,574 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BROWN EDWARDS & COMPANY L.L.P |
Accountancy firm EIN | 2022-12-31 | 540504608 |
2021 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $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 | $3,467,684 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,248,341 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,166,908 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $6,133 |
Value of total corrective distributions | 2021-12-31 | $374 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,426,819 |
Value of total assets at end of year | 2021-12-31 | $17,009,313 |
Value of total assets at beginning of year | 2021-12-31 | $14,789,970 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $74,926 |
Total interest from all sources | 2021-12-31 | $17,860 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $396,394 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $396,394 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,426,819 |
Participant contributions at end of year | 2021-12-31 | $390,242 |
Participant contributions at beginning of year | 2021-12-31 | $349,943 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $627,543 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $758,866 |
Other income not declared elsewhere | 2021-12-31 | $213,659 |
Administrative expenses (other) incurred | 2021-12-31 | $74,926 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $2,219,343 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $17,009,313 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,789,970 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $15,244,566 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $12,929,359 |
Interest on participant loans | 2021-12-31 | $17,860 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $746,962 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $751,802 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,401,722 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $11,230 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,166,908 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BROWN EDWARDS & COMPANY L.L.P |
Accountancy firm EIN | 2021-12-31 | 540504608 |
2020 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $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 | $2,733,247 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $434,016 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $374,607 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $5,267 |
Value of total corrective distributions | 2020-12-31 | $905 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,151,148 |
Value of total assets at end of year | 2020-12-31 | $14,789,970 |
Value of total assets at beginning of year | 2020-12-31 | $12,490,739 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $53,237 |
Total interest from all sources | 2020-12-31 | $16,684 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $529,435 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $529,435 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $1,145,407 |
Participant contributions at end of year | 2020-12-31 | $349,943 |
Participant contributions at beginning of year | 2020-12-31 | $297,513 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $758,866 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $761,404 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $5,741 |
Other income not declared elsewhere | 2020-12-31 | $31,543 |
Administrative expenses (other) incurred | 2020-12-31 | $53,237 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,299,231 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $14,789,970 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $12,490,739 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $12,929,359 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $10,833,483 |
Interest on participant loans | 2020-12-31 | $16,684 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $751,802 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $598,339 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $991,701 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $12,736 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $374,607 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | BROWN, EDWARDS & COMPANY, L.L.P |
Accountancy firm EIN | 2020-12-31 | 540504608 |
2019 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $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 | $3,118,800 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $357,504 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $318,574 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $482 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,029,555 |
Value of total assets at end of year | 2019-12-31 | $12,490,739 |
Value of total assets at beginning of year | 2019-12-31 | $9,729,443 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $38,448 |
Total interest from all sources | 2019-12-31 | $15,391 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,067,995 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,067,995 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $999,078 |
Participant contributions at end of year | 2019-12-31 | $297,513 |
Participant contributions at beginning of year | 2019-12-31 | $306,633 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $761,404 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $556,837 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $30,477 |
Other income not declared elsewhere | 2019-12-31 | $238,903 |
Administrative expenses (other) incurred | 2019-12-31 | $38,448 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,761,296 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $12,490,739 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $9,729,443 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $10,833,483 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,222,241 |
Interest on participant loans | 2019-12-31 | $15,391 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $598,339 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $643,732 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $753,773 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $13,183 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $318,574 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BROWN, EDWARDS & COMPANY, L.L.P |
Accountancy firm EIN | 2019-12-31 | 540504608 |
2018 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $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 | $252,689 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $567,253 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $555,058 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $3,210 |
Value of total corrective distributions | 2018-12-31 | $2,347 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $845,196 |
Value of total assets at end of year | 2018-12-31 | $9,729,443 |
Value of total assets at beginning of year | 2018-12-31 | $10,044,007 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $6,638 |
Total interest from all sources | 2018-12-31 | $14,732 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $447,052 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $447,052 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $828,540 |
Participant contributions at end of year | 2018-12-31 | $306,633 |
Participant contributions at beginning of year | 2018-12-31 | $274,715 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $556,837 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $880,971 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $16,656 |
Other income not declared elsewhere | 2018-12-31 | $-2,160 |
Administrative expenses (other) incurred | 2018-12-31 | $6,638 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-314,564 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $9,729,443 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,044,007 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $8,222,241 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $8,233,735 |
Interest on participant loans | 2018-12-31 | $14,732 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $643,732 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $654,586 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,064,522 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $12,391 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $555,058 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BROWN, EDWARDS & COMPANY, L.L.P |
Accountancy firm EIN | 2018-12-31 | 540504608 |
2017 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $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 | $2,003,399 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $602,205 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $579,848 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $14,261 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $778,481 |
Value of total assets at end of year | 2017-12-31 | $10,044,007 |
Value of total assets at beginning of year | 2017-12-31 | $8,642,813 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $8,096 |
Total interest from all sources | 2017-12-31 | $13,459 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $267,415 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $267,415 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $778,481 |
Participant contributions at end of year | 2017-12-31 | $274,715 |
Participant contributions at beginning of year | 2017-12-31 | $341,317 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $880,971 |
Other income not declared elsewhere | 2017-12-31 | $75,423 |
Administrative expenses (other) incurred | 2017-12-31 | $8,096 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,401,194 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $10,044,007 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,642,813 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $8,233,735 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $8,301,496 |
Interest on participant loans | 2017-12-31 | $13,459 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $654,586 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $858,002 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $10,619 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $579,848 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | Yes |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BROWN, EDWARDS & COMPANY, L.L.P |
Accountancy firm EIN | 2017-12-31 | 540504608 |
2016 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $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 |
Expenses. Interest paid | 2016-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,121,562 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $444,077 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $399,758 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $767 |
Value of total corrective distributions | 2016-12-31 | $24,582 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $626,061 |
Value of total assets at end of year | 2016-12-31 | $8,653,256 |
Value of total assets at beginning of year | 2016-12-31 | $7,975,771 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $18,970 |
Total interest from all sources | 2016-12-31 | $13,998 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $168,543 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $168,543 |
Assets. Real estate other than employer real property at end of year | 2016-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2016-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2016-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $622,300 |
Participant contributions at end of year | 2016-12-31 | $351,760 |
Participant contributions at beginning of year | 2016-12-31 | $320,042 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $875,339 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $3,761 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2016-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $18,970 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $100 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Income. Non cash contributions | 2016-12-31 | $0 |
Value of net income/loss | 2016-12-31 | $677,485 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $8,653,256 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,975,771 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $8,301,496 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $6,164,869 |
Interest on participant loans | 2016-12-31 | $13,998 |
Interest earned on other investments | 2016-12-31 | $0 |
Income. Interest from US Government securities | 2016-12-31 | $0 |
Income. Interest from corporate debt instruments | 2016-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $615,421 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $0 |
Asset value of US Government securities at end of year | 2016-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $305,201 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $7,759 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $0 |
Contributions received in cash from employer | 2016-12-31 | $0 |
Income. Dividends from preferred stock | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $399,758 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $0 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $0 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BROWN EDWARDS & COMPANY, L.L.P. |
Accountancy firm EIN | 2016-12-31 | 540504608 |
2015 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $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 |
Expenses. Interest paid | 2015-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $875,905 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $219,619 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $199,656 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $4,209 |
Value of total corrective distributions | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $717,992 |
Value of total assets at end of year | 2015-12-31 | $7,975,771 |
Value of total assets at beginning of year | 2015-12-31 | $7,319,485 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $15,754 |
Total interest from all sources | 2015-12-31 | $12,528 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $251,431 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $251,431 |
Assets. Real estate other than employer real property at end of year | 2015-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2015-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-12-31 | $0 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $717,992 |
Participant contributions at end of year | 2015-12-31 | $320,042 |
Participant contributions at beginning of year | 2015-12-31 | $288,689 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $875,339 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $759,290 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2015-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2015-12-31 | $0 |
Other income not declared elsewhere | 2015-12-31 | $101,295 |
Administrative expenses (other) incurred | 2015-12-31 | $15,754 |
Total non interest bearing cash at end of year | 2015-12-31 | $100 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $50 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Income. Non cash contributions | 2015-12-31 | $0 |
Value of net income/loss | 2015-12-31 | $656,286 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $7,975,771 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,319,485 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2015-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $6,164,869 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $5,682,338 |
Interest on participant loans | 2015-12-31 | $12,528 |
Interest earned on other investments | 2015-12-31 | $0 |
Income. Interest from US Government securities | 2015-12-31 | $0 |
Income. Interest from corporate debt instruments | 2015-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $615,421 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $589,118 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $0 |
Asset value of US Government securities at end of year | 2015-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-214,636 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $7,295 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $0 |
Contributions received in cash from employer | 2015-12-31 | $0 |
Income. Dividends from preferred stock | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $199,656 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $0 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BROWN, EDWARDS & COMPANY,L.L.P. |
Accountancy firm EIN | 2015-12-31 | 540504608 |
2014 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 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 |
Expenses. Interest paid | 2014-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $806,650 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $417,718 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $395,099 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $9,480 |
Value of total corrective distributions | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $436,625 |
Value of total assets at end of year | 2014-12-31 | $7,319,485 |
Value of total assets at beginning of year | 2014-12-31 | $6,930,553 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $13,139 |
Total interest from all sources | 2014-12-31 | $10,846 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $253,591 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $253,591 |
Assets. Real estate other than employer real property at end of year | 2014-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2014-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $0 |
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 | $436,625 |
Participant contributions at end of year | 2014-12-31 | $288,689 |
Participant contributions at beginning of year | 2014-12-31 | $256,037 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $759,290 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $790,246 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2014-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2014-12-31 | $0 |
Other income not declared elsewhere | 2014-12-31 | $47,104 |
Administrative expenses (other) incurred | 2014-12-31 | $13,139 |
Total non interest bearing cash at end of year | 2014-12-31 | $50 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $150 |
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 |
Income. Non cash contributions | 2014-12-31 | $0 |
Value of net income/loss | 2014-12-31 | $388,932 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $7,319,485 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,930,553 |
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 |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $5,682,338 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $5,222,043 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $0 |
Interest on participant loans | 2014-12-31 | $10,846 |
Interest earned on other investments | 2014-12-31 | $0 |
Income. Interest from US Government securities | 2014-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $589,118 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $662,077 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $0 |
Asset value of US Government securities at end of year | 2014-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $53,011 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $5,473 |
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 |
Assets. Invements in employer securities at end of year | 2014-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $0 |
Contributions received in cash from employer | 2014-12-31 | $0 |
Income. Dividends from preferred stock | 2014-12-31 | $0 |
Income. Dividends from common stock | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $395,099 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2014-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $0 |
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 | BROWN, EDWARDS & COMPANY, L.L.P. |
Accountancy firm EIN | 2014-12-31 | 540504608 |
2013 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $0 |
Total transfer of assets from this plan | 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 |
Expenses. Interest paid | 2013-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,447,622 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $615,105 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $563,595 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $38,724 |
Value of total corrective distributions | 2013-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $420,527 |
Value of total assets at end of year | 2013-12-31 | $6,930,553 |
Value of total assets at beginning of year | 2013-12-31 | $6,098,036 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $12,786 |
Total interest from all sources | 2013-12-31 | $10,913 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $182,534 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $182,534 |
Assets. Real estate other than employer real property at end of year | 2013-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
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 | $420,527 |
Participant contributions at end of year | 2013-12-31 | $256,037 |
Participant contributions at beginning of year | 2013-12-31 | $295,209 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $790,246 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $612,611 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2013-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $163,315 |
Administrative expenses (other) incurred | 2013-12-31 | $12,786 |
Total non interest bearing cash at end of year | 2013-12-31 | $150 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $150 |
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 |
Income. Non cash contributions | 2013-12-31 | $0 |
Value of net income/loss | 2013-12-31 | $832,517 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $6,930,553 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,098,036 |
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 |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $5,222,043 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,566,694 |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $0 |
Interest on participant loans | 2013-12-31 | $10,913 |
Interest earned on other investments | 2013-12-31 | $0 |
Income. Interest from US Government securities | 2013-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $662,077 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $623,372 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $0 |
Asset value of US Government securities at end of year | 2013-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $663,796 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $6,537 |
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 |
Assets. Invements in employer securities at end of year | 2013-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $0 |
Contributions received in cash from employer | 2013-12-31 | $0 |
Income. Dividends from preferred stock | 2013-12-31 | $0 |
Income. Dividends from common stock | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $563,595 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2013-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $0 |
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 | HODGES, JONES & MABRY, P.C. |
Accountancy firm EIN | 2013-12-31 | 541458296 |
2012 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $0 |
Total transfer of assets from this plan | 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 |
Expenses. Interest paid | 2012-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $978,791 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $195,531 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $170,636 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $7,333 |
Value of total corrective distributions | 2012-12-31 | $7,822 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $393,262 |
Value of total assets at end of year | 2012-12-31 | $6,098,036 |
Value of total assets at beginning of year | 2012-12-31 | $5,314,776 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $9,740 |
Total interest from all sources | 2012-12-31 | $12,607 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $125,603 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $125,603 |
Assets. Real estate other than employer real property at end of year | 2012-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2012-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-12-31 | $0 |
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 | $393,262 |
Participant contributions at end of year | 2012-12-31 | $295,209 |
Participant contributions at beginning of year | 2012-12-31 | $333,204 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $612,611 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $669,440 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2012-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2012-12-31 | $0 |
Other income not declared elsewhere | 2012-12-31 | $10,801 |
Administrative expenses (other) incurred | 2012-12-31 | $9,740 |
Total non interest bearing cash at end of year | 2012-12-31 | $150 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $0 |
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 |
Income. Non cash contributions | 2012-12-31 | $0 |
Value of net income/loss | 2012-12-31 | $783,260 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,098,036 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,314,776 |
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 |
Assets. partnership/joint venture interests at end of year | 2012-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $4,566,694 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,271,186 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $0 |
Interest on participant loans | 2012-12-31 | $12,607 |
Interest earned on other investments | 2012-12-31 | $0 |
Income. Interest from US Government securities | 2012-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $623,372 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $1,040,946 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $0 |
Asset value of US Government securities at end of year | 2012-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $381,266 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $55,252 |
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 |
Assets. Invements in employer securities at end of year | 2012-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $0 |
Contributions received in cash from employer | 2012-12-31 | $0 |
Income. Dividends from preferred stock | 2012-12-31 | $0 |
Income. Dividends from common stock | 2012-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $170,636 |
Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2012-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $0 |
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 | HODGES, JONES & MABRY, P.C. |
Accountancy firm EIN | 2012-12-31 | 541458296 |
2011 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 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 | $127,791 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $406,963 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $375,666 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $25,411 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $269,681 |
Value of total assets at end of year | 2011-12-31 | $5,314,776 |
Value of total assets at beginning of year | 2011-12-31 | $5,593,948 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $5,886 |
Total interest from all sources | 2011-12-31 | $16,270 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $92,275 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $92,275 |
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 | $269,078 |
Participant contributions at end of year | 2011-12-31 | $333,204 |
Participant contributions at beginning of year | 2011-12-31 | $346,783 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $669,440 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $2,254,465 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $603 |
Other income not declared elsewhere | 2011-12-31 | $-38,839 |
Administrative expenses (other) incurred | 2011-12-31 | $5,886 |
Total non interest bearing cash at end of year | 2011-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $100 |
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 | $-279,172 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,314,776 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,593,948 |
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 | $3,271,186 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,775,073 |
Interest on participant loans | 2011-12-31 | $16,270 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $1,040,946 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $217,468 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $59 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $59 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-224,109 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $12,513 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $375,666 |
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 | HODGES, JONES & MABRY, P.C. |
Accountancy firm EIN | 2011-12-31 | 541458296 |
2010 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 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 |
Expenses. Interest paid | 2010-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $746,399 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $402,472 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $373,536 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $25,841 |
Value of total corrective distributions | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $214,733 |
Value of total assets at end of year | 2010-12-31 | $5,593,948 |
Value of total assets at beginning of year | 2010-12-31 | $5,250,021 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,095 |
Total interest from all sources | 2010-12-31 | $17,391 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $81,077 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $81,077 |
Assets. Real estate other than employer real property at end of year | 2010-12-31 | $0 |
Assets. Real estate other than employer real property at beginning of year | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
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 | $214,733 |
Participant contributions at end of year | 2010-12-31 | $346,783 |
Participant contributions at beginning of year | 2010-12-31 | $302,118 |
Participant contributions at beginning of year | 2010-12-31 | $11,092 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $2,254,465 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $2,246,714 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $0 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $0 |
Assets. Loans (other than to participants) at end of year | 2010-12-31 | $0 |
Assets. Loans (other than to participants) at beginning of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
Other income not declared elsewhere | 2010-12-31 | $159,239 |
Administrative expenses (other) incurred | 2010-12-31 | $3,095 |
Total non interest bearing cash at end of year | 2010-12-31 | $100 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $0 |
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 | $343,927 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,593,948 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,250,021 |
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 |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,775,073 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,509,149 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $0 |
Interest on participant loans | 2010-12-31 | $17,391 |
Interest earned on other investments | 2010-12-31 | $0 |
Income. Interest from US Government securities | 2010-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $217,468 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $180,823 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $59 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $125 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $125 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $0 |
Asset value of US Government securities at end of year | 2010-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $257,761 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $16,198 |
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 |
Assets. Invements in employer securities at end of year | 2010-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $0 |
Contributions received in cash from employer | 2010-12-31 | $0 |
Income. Dividends from preferred stock | 2010-12-31 | $0 |
Income. Dividends from common stock | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $373,536 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $0 |
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 | HODGES, JONES & MABRY, P.C. |
Accountancy firm EIN | 2010-12-31 | 541458296 |
2009 : SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 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 |
2022: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 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 – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 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 – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SHELOR AUTOMOTIVE GROUP 401(K) PLAN & PROFIT SHARING TRUST 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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |