JOE HOLLAND CHEVROLET, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN
401k plan membership statisitcs for JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-03-24 | 0 |
| Total liabilities as of the end of the plan year | 2025-03-24 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-03-24 | 0 |
| Total expenses incurred by plan in this plan year | 2025-03-24 | 343815 |
| Net assets as of the end of the plan year | 2025-03-24 | 7333802 |
| Total assets as of the beginning of the plan year | 2025-03-24 | 6431943 |
| Value of plan covered by a fidelity bond | 2025-03-24 | 500000 |
| Participant contributions to plan in this plan year | 2025-03-24 | 386686 |
| Value of participant loans at end of plan year | 2025-03-24 | 150788 |
| Other contributions to plan in this plan year | 2025-03-24 | 0 |
| Other income to plan in this plan year | 2025-03-24 | 740266 |
| Plan net income in this plan year | 2025-03-24 | 901859 |
| Net assets as of the end of the plan year | 2025-03-24 | 7333802 |
| Net assets as of the beginning of the plan year | 2025-03-24 | 6431943 |
| Employer contributions to plan in this plan year | 2025-03-24 | 118722 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-24 | 41420 |
| 2024 : JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN 2024 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2024-06-21 | 3002936 |
| Total liabilities as of the end of the plan year | 2024-06-21 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-06-21 | 0 |
| Total expenses incurred by plan in this plan year | 2024-06-21 | 300714 |
| Net assets as of the end of the plan year | 2024-06-21 | 6431943 |
| Total assets as of the beginning of the plan year | 2024-06-21 | 3033616 |
| Value of plan covered by a fidelity bond | 2024-06-21 | 500000 |
| Participant contributions to plan in this plan year | 2024-06-21 | 197676 |
| Value of participant loans at end of plan year | 2024-06-21 | 84038 |
| Other expenses paid from plan in this plan year | 2024-06-21 | 0 |
| Other contributions to plan in this plan year | 2024-06-21 | 0 |
| Other income to plan in this plan year | 2024-06-21 | 428924 |
| Plan net income in this plan year | 2024-06-21 | 395391 |
| Net assets as of the end of the plan year | 2024-06-21 | 6431943 |
| Net assets as of the beginning of the plan year | 2024-06-21 | 3033616 |
| Employer contributions to plan in this plan year | 2024-06-21 | 69505 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-06-21 | 19806 |
| 2022 : JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN 2022 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2022-02-21 | 0 |
| Total liabilities as of the end of the plan year | 2022-02-21 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-02-21 | 0 |
| Total expenses incurred by plan in this plan year | 2022-02-21 | 473676 |
| Net assets as of the end of the plan year | 2022-02-21 | 3765286 |
| Total assets as of the beginning of the plan year | 2022-02-21 | 3468401 |
| Value of plan covered by a fidelity bond | 2022-02-21 | 500000 |
| Participant contributions to plan in this plan year | 2022-02-21 | 234951 |
| Value of participant loans at end of plan year | 2022-02-21 | 49234 |
| Other expenses paid from plan in this plan year | 2022-02-21 | 0 |
| Other contributions to plan in this plan year | 2022-02-21 | 163514 |
| Other income to plan in this plan year | 2022-02-21 | 306641 |
| Plan net income in this plan year | 2022-02-21 | 296885 |
| Net assets as of the end of the plan year | 2022-02-21 | 3765286 |
| Net assets as of the beginning of the plan year | 2022-02-21 | 3468401 |
| Employer contributions to plan in this plan year | 2022-02-21 | 65455 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-02-21 | 22754 |
| 2013 : JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN 2013 401k financial data |
|---|
| Total transfer of assets from this plan | 2013-12-31 | $2,533,339 |
| Total income from all sources (including contributions) | 2013-12-31 | $1,352,953 |
| Total of all expenses incurred | 2013-12-31 | $250,221 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $238,156 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $363,766 |
| Value of total assets at end of year | 2013-12-31 | $3,274,039 |
| Value of total assets at beginning of year | 2013-12-31 | $4,704,646 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $12,065 |
| Total interest from all sources | 2013-12-31 | $10,430 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $279,602 |
| Participant contributions at end of year | 2013-12-31 | $159,669 |
| Participant contributions at beginning of year | 2013-12-31 | $259,926 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $84,008 |
| Other income not declared elsewhere | 2013-12-31 | $23,847 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $1,102,732 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,274,039 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,704,646 |
| 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 |
| Investment advisory and management fees | 2013-12-31 | $12,065 |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $2,304,129 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $3,525,531 |
| Interest on participant loans | 2013-12-31 | $10,430 |
| Income. Interest from loans (other than to participants) | 2013-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $810,241 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $835,181 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $954,910 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $84,164 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $238,156 |
| 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 | 2013-12-31 | Yes |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | HAYFLICH GRIGORACI PLLC |
| Accountancy firm EIN | 2013-12-31 | 455620002 |
| 2012 : JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $859,085 |
| Total of all expenses incurred | 2012-12-31 | $86,775 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $74,555 |
| Value of total corrective distributions | 2012-12-31 | $7,445 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $365,432 |
| Value of total assets at end of year | 2012-12-31 | $4,704,646 |
| Value of total assets at beginning of year | 2012-12-31 | $3,932,336 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $4,775 |
| Total interest from all sources | 2012-12-31 | $10,640 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $280,708 |
| Participant contributions at end of year | 2012-12-31 | $259,926 |
| Participant contributions at beginning of year | 2012-12-31 | $264,751 |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $84,008 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $81,561 |
| Other income not declared elsewhere | 2012-12-31 | $23,411 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $772,310 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,704,646 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,932,336 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $3,525,531 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $2,938,419 |
| Interest on participant loans | 2012-12-31 | $10,640 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $835,181 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $647,605 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $459,602 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $84,724 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $74,555 |
| Contract administrator fees | 2012-12-31 | $4,775 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | HAYFLICH GRIGORACI PLLC |
| Accountancy firm EIN | 2012-12-31 | 455620002 |
| 2011 : JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN 2011 401k financial data |
|---|
| 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 | $256,811 |
| Total of all expenses incurred | 2011-12-31 | $207,390 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $199,702 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $339,487 |
| Value of total assets at end of year | 2011-12-31 | $3,932,336 |
| Value of total assets at beginning of year | 2011-12-31 | $3,882,915 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $7,688 |
| Total interest from all sources | 2011-12-31 | $10,478 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $260,387 |
| Participant contributions at end of year | 2011-12-31 | $264,751 |
| Participant contributions at beginning of year | 2011-12-31 | $196,195 |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $81,561 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $78,394 |
| Other income not declared elsewhere | 2011-12-31 | $19,324 |
| 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 | $49,421 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,932,336 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,882,915 |
| 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 pooled separate accounts at end of year | 2011-12-31 | $2,938,419 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $3,165,092 |
| Interest on participant loans | 2011-12-31 | $10,478 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $647,605 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $443,234 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-112,478 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $79,100 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $199,702 |
| Contract administrator fees | 2011-12-31 | $7,688 |
| 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 | GRIGORACI,PATERNO & ASSOCIATES |
| Accountancy firm EIN | 2011-12-31 | 550745949 |
| 2010 : JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $737,459 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $194,605 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $185,150 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $293,956 |
| Value of total assets at end of year | 2010-12-31 | $3,882,915 |
| Value of total assets at beginning of year | 2010-12-31 | $3,340,061 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $9,455 |
| Total interest from all sources | 2010-12-31 | $8,214 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $220,820 |
| Participant contributions at end of year | 2010-12-31 | $196,195 |
| Participant contributions at beginning of year | 2010-12-31 | $136,215 |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $78,394 |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $76,880 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $410 |
| Other income not declared elsewhere | 2010-12-31 | $14,063 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $542,854 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,882,915 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,340,061 |
| 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 |
| Investment advisory and management fees | 2010-12-31 | $9,455 |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $3,165,092 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $3,126,966 |
| Interest on participant loans | 2010-12-31 | $8,214 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $443,234 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $421,226 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $72,726 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $185,150 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | GRIGORACI,PATERNO & ASSOCIATES |
| Accountancy firm EIN | 2010-12-31 | 550745949 |
| 2009 : JOE HOLLAND CHEVROLET - VARIABLE EMPLOYEES 401(K) PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
