HENDRICK AUTOMOTIVE GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HENDRICK AUTOMOTIVE GROUP 401(K) PLAN
Measure | Date | Value |
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2022 : HENDRICK AUTOMOTIVE GROUP 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $-26,793,857 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $42,839,013 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $41,963,137 |
Value of total corrective distributions | 2022-12-31 | $428 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $68,146,773 |
Value of total assets at end of year | 2022-12-31 | $530,938,043 |
Value of total assets at beginning of year | 2022-12-31 | $600,570,913 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $875,448 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $8,136,620 |
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 | $8,136,620 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
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 | $57,624,471 |
Participant contributions at end of year | 2022-12-31 | $24,670 |
Participant contributions at beginning of year | 2022-12-31 | $1,124,884 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,354,895 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $101,688 |
Other income not declared elsewhere | 2022-12-31 | $81,969 |
Administrative expenses (other) incurred | 2022-12-31 | $875,448 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-69,632,870 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $530,938,043 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $600,570,913 |
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 | $250,589,601 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $553,737,516 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $280,320,804 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $45,536,060 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-57,577,155 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-45,582,064 |
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 |
Contributions received in cash from employer | 2022-12-31 | $9,167,407 |
Employer contributions (assets) at end of year | 2022-12-31 | $2,968 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $172,453 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $41,861,449 |
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 | FORVIS, LLP |
Accountancy firm EIN | 2022-12-31 | 440160260 |
2021 : HENDRICK AUTOMOTIVE GROUP 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $139,346,707 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $46,499,489 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $45,547,560 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $62,759,412 |
Value of total assets at end of year | 2021-12-31 | $600,570,913 |
Value of total assets at beginning of year | 2021-12-31 | $507,723,695 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $951,929 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $18,158,875 |
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 | $18,158,875 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $52,255,389 |
Participant contributions at end of year | 2021-12-31 | $1,124,884 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,845,782 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $127,528 |
Other income not declared elsewhere | 2021-12-31 | $81,816 |
Administrative expenses (other) incurred | 2021-12-31 | $951,929 |
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 | $92,847,218 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $600,570,913 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $507,723,695 |
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 | $553,737,516 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $458,893,963 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $45,536,060 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $48,829,732 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $57,481,485 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $865,119 |
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 |
Contributions received in cash from employer | 2021-12-31 | $8,658,241 |
Employer contributions (assets) at end of year | 2021-12-31 | $172,453 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $45,420,032 |
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 | FORVIS, LLP |
Accountancy firm EIN | 2021-12-31 | 440160260 |
2020 : HENDRICK AUTOMOTIVE GROUP 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $115,275,287 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $51,688,772 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $50,732,383 |
Value of total corrective distributions | 2020-12-31 | $4,979 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $55,382,921 |
Value of total assets at end of year | 2020-12-31 | $507,723,695 |
Value of total assets at beginning of year | 2020-12-31 | $444,137,180 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $951,410 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $11,413,000 |
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 | $11,413,000 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $43,926,937 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $930,042 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $3,562,271 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $363,542 |
Other income not declared elsewhere | 2020-12-31 | $183,511 |
Administrative expenses (other) incurred | 2020-12-31 | $951,410 |
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 | $63,586,515 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $507,723,695 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $444,137,180 |
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 | $458,893,963 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $402,677,717 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $48,829,732 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $40,378,720 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $47,327,893 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $967,962 |
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 |
Contributions received in cash from employer | 2020-12-31 | $7,893,713 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $150,701 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $50,368,841 |
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 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2020-12-31 | 560747981 |
2019 : HENDRICK AUTOMOTIVE GROUP 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $125,053,291 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $28,565,620 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $27,885,472 |
Value of total corrective distributions | 2019-12-31 | $43,358 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $49,773,486 |
Value of total assets at end of year | 2019-12-31 | $444,137,180 |
Value of total assets at beginning of year | 2019-12-31 | $347,649,509 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $636,790 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $11,779,105 |
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 | $11,779,105 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $39,762,827 |
Participant contributions at end of year | 2019-12-31 | $930,042 |
Participant contributions at beginning of year | 2019-12-31 | $843,037 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $2,845,516 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $7,978 |
Other income not declared elsewhere | 2019-12-31 | $75,501 |
Administrative expenses (other) incurred | 2019-12-31 | $636,790 |
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 | $96,487,671 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $444,137,180 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $347,649,509 |
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 | $402,677,717 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $307,825,150 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $40,378,720 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $38,840,509 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $62,537,145 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $888,054 |
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 |
Contributions received in cash from employer | 2019-12-31 | $7,165,143 |
Employer contributions (assets) at end of year | 2019-12-31 | $150,701 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $140,813 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $27,877,494 |
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 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2019-12-31 | 560747981 |
2018 : HENDRICK AUTOMOTIVE GROUP 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $22,642,489 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $26,283,736 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $25,547,933 |
Value of total corrective distributions | 2018-12-31 | $55,859 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $44,231,270 |
Value of total assets at end of year | 2018-12-31 | $347,649,509 |
Value of total assets at beginning of year | 2018-12-31 | $351,290,756 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $679,944 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $10,766,772 |
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 | $10,766,772 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $35,200,152 |
Participant contributions at end of year | 2018-12-31 | $843,037 |
Participant contributions at beginning of year | 2018-12-31 | $805,703 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,558,039 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $40,910 |
Other income not declared elsewhere | 2018-12-31 | $120,213 |
Administrative expenses (other) incurred | 2018-12-31 | $679,944 |
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 | $-3,641,247 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $347,649,509 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $351,290,756 |
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 | $307,825,150 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $313,835,855 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $38,840,509 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $36,512,505 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-33,212,864 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $737,098 |
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 |
Contributions received in cash from employer | 2018-12-31 | $6,473,079 |
Employer contributions (assets) at end of year | 2018-12-31 | $140,813 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $136,693 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $25,507,023 |
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 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2018-12-31 | 560747981 |
2017 : HENDRICK AUTOMOTIVE GROUP 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $88,203,373 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $28,232,663 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $27,563,357 |
Value of total corrective distributions | 2017-12-31 | $42,945 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $39,486,414 |
Value of total assets at end of year | 2017-12-31 | $351,290,756 |
Value of total assets at beginning of year | 2017-12-31 | $291,320,046 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $626,361 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $9,584,557 |
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 | $9,584,557 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $30,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $32,678,740 |
Participant contributions at end of year | 2017-12-31 | $805,703 |
Participant contributions at beginning of year | 2017-12-31 | $728,266 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $781,739 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $267,248 |
Other income not declared elsewhere | 2017-12-31 | $129,128 |
Administrative expenses (other) incurred | 2017-12-31 | $626,361 |
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 | $59,970,710 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $351,290,756 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $291,320,046 |
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 | $313,835,855 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $249,154,148 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $36,512,505 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $41,308,128 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $38,353,937 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $649,337 |
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 |
Contributions received in cash from employer | 2017-12-31 | $6,025,935 |
Employer contributions (assets) at end of year | 2017-12-31 | $136,693 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $129,504 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $27,296,109 |
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 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2017-12-31 | 560747981 |
2016 : HENDRICK AUTOMOTIVE GROUP 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 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 |
Total income from all sources (including contributions) | 2016-12-31 | $59,524,386 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $28,816,500 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $28,177,791 |
Value of total corrective distributions | 2016-12-31 | $90,457 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $35,967,237 |
Value of total assets at end of year | 2016-12-31 | $291,320,046 |
Value of total assets at beginning of year | 2016-12-31 | $260,612,160 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $548,252 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $8,262,491 |
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 | $8,262,491 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $30,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $28,617,668 |
Participant contributions at end of year | 2016-12-31 | $728,266 |
Participant contributions at beginning of year | 2016-12-31 | $222,857 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,952,956 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $7,376 |
Other income not declared elsewhere | 2016-12-31 | $24,521 |
Administrative expenses (other) incurred | 2016-12-31 | $548,252 |
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 |
Value of net income/loss | 2016-12-31 | $30,707,886 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $291,320,046 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $260,612,160 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $249,154,148 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $217,790,506 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $41,308,128 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $41,354,561 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $14,629,816 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $640,321 |
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 |
Contributions received in cash from employer | 2016-12-31 | $5,396,613 |
Employer contributions (assets) at end of year | 2016-12-31 | $129,504 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $1,244,236 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $28,170,415 |
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 |
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 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2016-12-31 | 560747981 |
2015 : HENDRICK AUTOMOTIVE GROUP 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 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 |
Total income from all sources (including contributions) | 2015-12-31 | $33,128,522 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $26,506,924 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $26,015,154 |
Value of total corrective distributions | 2015-12-31 | $60,598 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $34,819,310 |
Value of total assets at end of year | 2015-12-31 | $260,612,160 |
Value of total assets at beginning of year | 2015-12-31 | $253,990,562 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $431,172 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $8,725,847 |
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 | $8,725,847 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $30,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $27,237,587 |
Participant contributions at end of year | 2015-12-31 | $222,857 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $2,330,381 |
Other income not declared elsewhere | 2015-12-31 | $133,469 |
Administrative expenses (other) incurred | 2015-12-31 | $431,172 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $28,180 |
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 |
Value of net income/loss | 2015-12-31 | $6,621,598 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $260,612,160 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $253,990,562 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $217,790,506 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $208,962,371 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $41,354,561 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $45,000,011 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-10,850,594 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $300,490 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $5,251,342 |
Employer contributions (assets) at end of year | 2015-12-31 | $1,244,236 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $26,015,154 |
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 |
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 | DIXON HUGHES GOODMAN, LLP |
Accountancy firm EIN | 2015-12-31 | 560747981 |
2014 : HENDRICK AUTOMOTIVE GROUP 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $42,916,508 |
Total loss/gain on sale of assets | 2014-12-31 | $7,715 |
Total of all expenses incurred | 2014-12-31 | $27,656,696 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $26,897,757 |
Value of total corrective distributions | 2014-12-31 | $95,855 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $29,260,418 |
Value of total assets at end of year | 2014-12-31 | $253,990,562 |
Value of total assets at beginning of year | 2014-12-31 | $238,730,750 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $663,084 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $9,517,038 |
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 | $9,517,038 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $30,000,000 |
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 | $23,608,747 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,210,977 |
Other income not declared elsewhere | 2014-12-31 | $14,329 |
Administrative expenses (other) incurred | 2014-12-31 | $663,084 |
Total non interest bearing cash at end of year | 2014-12-31 | $28,180 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $-10 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $15,259,812 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $253,990,562 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $238,730,750 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $208,962,371 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $149,489,479 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $45,000,011 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $89,241,281 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $3,248,807 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $868,201 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $4,440,694 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $26,897,757 |
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 | $7,715 |
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 | DIXON HUGHES GOODMAN |
Accountancy firm EIN | 2014-12-31 | 560747981 |
2013 : HENDRICK AUTOMOTIVE GROUP 401(K) PLAN 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-50,411 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-50,411 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $63,933,301 |
Total loss/gain on sale of assets | 2013-12-31 | $-25,379 |
Total of all expenses incurred | 2013-12-31 | $23,856,680 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $22,979,541 |
Value of total corrective distributions | 2013-12-31 | $82,884 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $26,728,717 |
Value of total assets at end of year | 2013-12-31 | $238,730,750 |
Value of total assets at beginning of year | 2013-12-31 | $198,654,129 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $794,255 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $4,291,273 |
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 | $4,291,273 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $30,000,000 |
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 | $22,151,881 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $389,653 |
Other income not declared elsewhere | 2013-12-31 | $149,237 |
Administrative expenses (other) incurred | 2013-12-31 | $794,255 |
Total non interest bearing cash at end of year | 2013-12-31 | $-10 |
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 | $40,076,621 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $238,730,750 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $198,654,129 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $149,489,479 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $128,632,428 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $89,241,281 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $70,021,701 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $25,162,931 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $7,676,933 |
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 | $4,187,183 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $22,979,541 |
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 | $542,022 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $567,401 |
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 | DIXON HUGHES GOODMAN |
Accountancy firm EIN | 2013-12-31 | 560747981 |
2012 : HENDRICK AUTOMOTIVE GROUP 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $45,595,268 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $20,571,347 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $19,845,779 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $25,209,815 |
Value of total assets at end of year | 2012-12-31 | $198,654,129 |
Value of total assets at beginning of year | 2012-12-31 | $173,630,208 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $725,568 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $2,993,419 |
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 | $2,993,419 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $30,000,000 |
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 | $19,635,695 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,786,627 |
Other income not declared elsewhere | 2012-12-31 | $10,559 |
Administrative expenses (other) incurred | 2012-12-31 | $725,568 |
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 | $25,023,921 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $198,654,129 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $173,630,208 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $128,632,428 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $120,880,704 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $70,021,701 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $52,749,504 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $15,601,793 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $1,779,682 |
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 | $3,787,493 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $19,845,779 |
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 | DIXON HUGHES GOODMAN |
Accountancy firm EIN | 2012-12-31 | 560747981 |
2011 : HENDRICK AUTOMOTIVE GROUP 401(K) PLAN 2011 401k financial data |
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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 | $20,453,510 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $12,901,403 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $12,172,598 |
Value of total corrective distributions | 2011-12-31 | $13,321 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $22,363,237 |
Value of total assets at end of year | 2011-12-31 | $173,630,208 |
Value of total assets at beginning of year | 2011-12-31 | $166,078,101 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $715,484 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,573,535 |
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 | $1,573,535 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $30,000,000 |
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 | $17,712,445 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $1,161,892 |
Other income not declared elsewhere | 2011-12-31 | $473,692 |
Administrative expenses (other) incurred | 2011-12-31 | $715,484 |
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 | $7,552,107 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $173,630,208 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $166,078,101 |
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 | $120,880,704 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $120,532,523 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $52,749,504 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $45,545,578 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-5,350,295 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $1,393,341 |
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 | $3,488,900 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $12,172,598 |
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 | DIXON HUGHES |
Accountancy firm EIN | 2011-12-31 | 560747981 |
2010 : HENDRICK AUTOMOTIVE GROUP 401(K) PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $89,731 |
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 | $151,105 |
Total income from all sources (including contributions) | 2010-12-31 | $33,797,487 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $13,293,185 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $12,715,267 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $15,896,888 |
Value of total assets at end of year | 2010-12-31 | $166,078,101 |
Value of total assets at beginning of year | 2010-12-31 | $145,814,635 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $577,918 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,630,174 |
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 | $1,630,174 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $30,000,000 |
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 | $14,348,688 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $617,096 |
Other income not declared elsewhere | 2010-12-31 | $195,692 |
Administrative expenses (other) incurred | 2010-12-31 | $577,918 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $151,105 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $151,105 |
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 | $20,504,302 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $166,078,101 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $145,663,530 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $120,532,523 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $101,260,277 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $45,545,578 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $44,403,253 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $14,499,580 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $1,575,153 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $931,104 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $12,715,267 |
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 | 2010-12-31 | No |
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 | DIXON HUGHES |
Accountancy firm EIN | 2010-12-31 | 560747981 |
2009 : HENDRICK AUTOMOTIVE GROUP 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |