SONIC AUTOMOTIVE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SONIC AUTOMOTIVE, INC. 401(K) PLAN & TRUST
401k plan membership statisitcs for SONIC AUTOMOTIVE, INC. 401(K) PLAN & TRUST
Measure | Date | Value |
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2022 : SONIC AUTOMOTIVE, INC. 401(K) PLAN & TRUST 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $38,738,988 |
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 | $-33,952,700 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $34,584,915 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $33,814,837 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $48,319 |
Value of total corrective distributions | 2022-12-31 | $397,607 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $40,504,318 |
Value of total assets at end of year | 2022-12-31 | $424,385,975 |
Value of total assets at beginning of year | 2022-12-31 | $454,184,602 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $324,152 |
Total interest from all sources | 2022-12-31 | $581,528 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $4,814,765 |
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 | $4,814,765 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
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 | $30,973,895 |
Participant contributions at end of year | 2022-12-31 | $12,179,125 |
Participant contributions at beginning of year | 2022-12-31 | $11,338,313 |
Participant contributions at end of year | 2022-12-31 | $505,721 |
Participant contributions at beginning of year | 2022-12-31 | $439,602 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,565,600 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $6,719 |
Other income not declared elsewhere | 2022-12-31 | $174,119 |
Administrative expenses (other) incurred | 2022-12-31 | $356 |
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 | $-68,537,615 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $424,385,975 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $454,184,602 |
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 |
Investment advisory and management fees | 2022-12-31 | $70,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $353,051,361 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $390,712,030 |
Interest on participant loans | 2022-12-31 | $581,528 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $58,506,850 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $51,572,296 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-76,298,343 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-3,729,087 |
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 | $7,964,823 |
Employer contributions (assets) at end of year | 2022-12-31 | $142,918 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $122,361 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $33,808,118 |
Contract administrator fees | 2022-12-31 | $253,796 |
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 : SONIC AUTOMOTIVE, INC. 401(K) PLAN & TRUST 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 | $98,219,815 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $40,148,813 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $39,140,317 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $112,362 |
Value of total corrective distributions | 2021-12-31 | $596,474 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $37,045,344 |
Value of total assets at end of year | 2021-12-31 | $454,184,602 |
Value of total assets at beginning of year | 2021-12-31 | $396,113,600 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $299,660 |
Total interest from all sources | 2021-12-31 | $803,536 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $5,141,966 |
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 | $5,141,966 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
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 | $27,293,776 |
Participant contributions at end of year | 2021-12-31 | $11,338,313 |
Participant contributions at beginning of year | 2021-12-31 | $12,490,825 |
Participant contributions at end of year | 2021-12-31 | $439,602 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $3,157,360 |
Other income not declared elsewhere | 2021-12-31 | $339,675 |
Administrative expenses (other) incurred | 2021-12-31 | $184,049 |
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 | $58,071,002 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $454,184,602 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $396,113,600 |
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 |
Investment advisory and management fees | 2021-12-31 | $35,000 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $390,712,030 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $332,323,623 |
Interest on participant loans | 2021-12-31 | $803,536 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $51,572,296 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $51,299,152 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $54,632,509 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $256,785 |
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 | $6,594,208 |
Employer contributions (assets) at end of year | 2021-12-31 | $122,361 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $39,140,317 |
Contract administrator fees | 2021-12-31 | $80,611 |
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 | 2021-12-31 | Yes |
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 : SONIC AUTOMOTIVE, INC. 401(K) PLAN & TRUST 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $1,388 |
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 | $81,229,450 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $45,123,629 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $44,084,080 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $-11,931 |
Value of total corrective distributions | 2020-12-31 | $660,822 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $28,821,076 |
Value of total assets at end of year | 2020-12-31 | $396,113,600 |
Value of total assets at beginning of year | 2020-12-31 | $360,009,167 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $390,658 |
Total interest from all sources | 2020-12-31 | $640,573 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $3,447,981 |
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 | $3,447,981 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
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 | $22,492,911 |
Participant contributions at end of year | 2020-12-31 | $12,490,825 |
Participant contributions at beginning of year | 2020-12-31 | $13,068,687 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $740,456 |
Other income not declared elsewhere | 2020-12-31 | $296,505 |
Administrative expenses (other) incurred | 2020-12-31 | $390,658 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $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 | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $36,105,821 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $396,113,600 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $360,009,167 |
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 | $332,323,623 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $317,573,154 |
Interest on participant loans | 2020-12-31 | $640,573 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $51,299,152 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $29,367,326 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $46,925,313 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $1,098,002 |
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 | $5,587,709 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $44,084,080 |
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 : SONIC AUTOMOTIVE, INC. 401(K) PLAN & TRUST 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $98,564 |
Total transfer of assets to this plan | 2019-12-31 | $98,564 |
Total transfer of assets from this plan | 2019-12-31 | $36,645 |
Total transfer of assets from this plan | 2019-12-31 | $36,645 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 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 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 | $99,861,229 |
Total income from all sources (including contributions) | 2019-12-31 | $99,861,229 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $38,974,294 |
Total of all expenses incurred | 2019-12-31 | $38,974,294 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $38,198,851 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $38,198,851 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $-48,733 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $-48,733 |
Value of total corrective distributions | 2019-12-31 | $410,475 |
Value of total corrective distributions | 2019-12-31 | $410,475 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $33,899,988 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $33,899,988 |
Value of total assets at end of year | 2019-12-31 | $360,009,167 |
Value of total assets at end of year | 2019-12-31 | $360,009,167 |
Value of total assets at beginning of year | 2019-12-31 | $299,060,313 |
Value of total assets at beginning of year | 2019-12-31 | $299,060,313 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $413,701 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $413,701 |
Total interest from all sources | 2019-12-31 | $684,662 |
Total interest from all sources | 2019-12-31 | $684,662 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $4,501,305 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $4,501,305 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 | $4,501,305 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $4,501,305 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $24,684,582 |
Contributions received from participants | 2019-12-31 | $24,684,582 |
Participant contributions at end of year | 2019-12-31 | $13,068,687 |
Participant contributions at end of year | 2019-12-31 | $13,068,687 |
Participant contributions at beginning of year | 2019-12-31 | $12,783,268 |
Participant contributions at beginning of year | 2019-12-31 | $12,783,268 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $2,728,807 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $2,728,807 |
Other income not declared elsewhere | 2019-12-31 | $34,141 |
Other income not declared elsewhere | 2019-12-31 | $34,141 |
Administrative expenses (other) incurred | 2019-12-31 | $413,701 |
Administrative expenses (other) incurred | 2019-12-31 | $413,701 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $35 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $35 |
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 |
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 | $60,886,935 |
Value of net income/loss | 2019-12-31 | $60,886,935 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $360,009,167 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $360,009,167 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $299,060,313 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $299,060,313 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
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 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 |
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 | $317,573,154 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $317,573,154 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $257,651,768 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $257,651,768 |
Interest on participant loans | 2019-12-31 | $684,662 |
Interest on participant loans | 2019-12-31 | $684,662 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $29,367,326 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $29,367,326 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $28,625,242 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $28,625,242 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $60,030,000 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $60,030,000 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $711,133 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $711,133 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
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 |
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 |
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 | $6,486,599 |
Contributions received in cash from employer | 2019-12-31 | $6,486,599 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $38,198,851 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $38,198,851 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
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 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | DIXON HIGHES GOODMAN LLP |
Accountancy firm name | 2019-12-31 | DIXON HIGHES GOODMAN LLP |
Accountancy firm EIN | 2019-12-31 | 560747981 |
Accountancy firm EIN | 2019-12-31 | 560747981 |
2018 : SONIC AUTOMOTIVE, INC. 401(K) PLAN & TRUST 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $19,992 |
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 | $14,140,193 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $29,758,498 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $29,023,566 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $-33,974 |
Value of total corrective distributions | 2018-12-31 | $343,932 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $32,833,717 |
Value of total assets at end of year | 2018-12-31 | $299,060,313 |
Value of total assets at beginning of year | 2018-12-31 | $314,658,626 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $424,974 |
Total interest from all sources | 2018-12-31 | $596,354 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $4,525,144 |
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 | $4,525,144 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
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 | $24,269,546 |
Participant contributions at end of year | 2018-12-31 | $12,783,268 |
Participant contributions at beginning of year | 2018-12-31 | $12,007,225 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,822,835 |
Other income not declared elsewhere | 2018-12-31 | $22,474 |
Administrative expenses (other) incurred | 2018-12-31 | $424,974 |
Total non interest bearing cash at end of year | 2018-12-31 | $35 |
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 | $-15,618,305 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $299,060,313 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $314,658,626 |
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 | $257,651,768 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $302,651,401 |
Interest on participant loans | 2018-12-31 | $596,354 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $28,625,242 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-24,081,079 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $243,583 |
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 | $6,741,336 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $29,023,566 |
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 : SONIC AUTOMOTIVE, INC. 401(K) PLAN & TRUST 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $2,230 |
Total transfer of assets from this plan | 2017-12-31 | $24,498 |
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 | $77,702,820 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $34,448,669 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $33,696,051 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $28,425 |
Value of total corrective distributions | 2017-12-31 | $270,110 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $32,000,363 |
Value of total assets at end of year | 2017-12-31 | $314,658,626 |
Value of total assets at beginning of year | 2017-12-31 | $271,426,743 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $454,083 |
Total interest from all sources | 2017-12-31 | $510,252 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $3,685,265 |
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 | $3,685,265 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
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 | $24,404,184 |
Participant contributions at end of year | 2017-12-31 | $12,007,225 |
Participant contributions at beginning of year | 2017-12-31 | $11,006,427 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,033,154 |
Other income not declared elsewhere | 2017-12-31 | $-17,470 |
Administrative expenses (other) incurred | 2017-12-31 | $454,083 |
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 | $43,254,151 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $314,658,626 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $271,426,743 |
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 | $302,651,401 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $260,420,316 |
Interest on participant loans | 2017-12-31 | $510,252 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $41,524,410 |
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 | $6,563,025 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $33,696,051 |
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 : SONIC AUTOMOTIVE, INC. 401(K) PLAN & TRUST 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $136,481 |
Total transfer of assets from this plan | 2016-12-31 | $28,076 |
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 | $52,106,160 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $22,825,505 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $22,203,611 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $-45,159 |
Value of total corrective distributions | 2016-12-31 | $241,599 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $31,541,396 |
Value of total assets at end of year | 2016-12-31 | $271,426,743 |
Value of total assets at beginning of year | 2016-12-31 | $242,037,683 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $425,454 |
Total interest from all sources | 2016-12-31 | $438,322 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $3,278,583 |
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 | $3,278,583 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
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 | $23,626,107 |
Participant contributions at end of year | 2016-12-31 | $11,006,427 |
Participant contributions at beginning of year | 2016-12-31 | $10,457,023 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,626,739 |
Other income not declared elsewhere | 2016-12-31 | $51,678 |
Administrative expenses (other) incurred | 2016-12-31 | $425,454 |
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 | $29,280,655 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $271,426,743 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $242,037,683 |
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 | $260,420,316 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $231,580,660 |
Interest on participant loans | 2016-12-31 | $438,322 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $16,796,181 |
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 | $6,288,550 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $22,203,611 |
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 : SONIC AUTOMOTIVE, INC. 401(K) PLAN & TRUST 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $346,206 |
Total transfer of assets from this plan | 2015-12-31 | $1,582,981 |
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 | $31,130,299 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $29,553,518 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $28,968,181 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $-19,575 |
Value of total corrective distributions | 2015-12-31 | $197,351 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $31,193,492 |
Value of total assets at end of year | 2015-12-31 | $242,037,683 |
Value of total assets at beginning of year | 2015-12-31 | $241,697,677 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $407,561 |
Total interest from all sources | 2015-12-31 | $424,823 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,883,241 |
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 | $2,883,241 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
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 | $22,996,364 |
Participant contributions at end of year | 2015-12-31 | $10,457,023 |
Participant contributions at beginning of year | 2015-12-31 | $10,177,076 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $2,246,040 |
Other income not declared elsewhere | 2015-12-31 | $-4,747 |
Administrative expenses (other) incurred | 2015-12-31 | $407,561 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $-43,041 |
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 | $1,576,781 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $242,037,683 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $241,697,677 |
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 | $231,580,660 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $231,563,642 |
Interest on participant loans | 2015-12-31 | $424,823 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-3,366,510 |
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 | $5,951,088 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $28,968,181 |
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 : SONIC AUTOMOTIVE, INC. 401(K) PLAN & TRUST 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $38,319 |
Total transfer of assets from this plan | 2014-12-31 | $107 |
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 | $42,555,777 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $25,622,454 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $24,949,347 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $105,819 |
Value of total corrective distributions | 2014-12-31 | $198,176 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $30,459,714 |
Value of total assets at end of year | 2014-12-31 | $241,697,677 |
Value of total assets at beginning of year | 2014-12-31 | $224,726,142 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $369,112 |
Total interest from all sources | 2014-12-31 | $387,599 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $8,380,592 |
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 | $8,380,592 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
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 | $22,256,397 |
Participant contributions at end of year | 2014-12-31 | $10,177,076 |
Participant contributions at beginning of year | 2014-12-31 | $9,123,633 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,893,518 |
Other income not declared elsewhere | 2014-12-31 | $19,869 |
Administrative expenses (other) incurred | 2014-12-31 | $369,112 |
Total non interest bearing cash at end of year | 2014-12-31 | $-43,041 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $98 |
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 | $16,933,323 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $241,697,677 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $224,726,142 |
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 | $231,563,642 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $215,602,411 |
Interest on participant loans | 2014-12-31 | $387,599 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $3,308,003 |
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 | $6,309,799 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $24,949,347 |
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 |
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 LLP |
Accountancy firm EIN | 2014-12-31 | 560747981 |
2013 : SONIC AUTOMOTIVE, INC. 401(K) PLAN & TRUST 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 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 |
Total income from all sources (including contributions) | 2013-12-31 | $65,938,165 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $24,897,751 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $24,145,358 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $215,769 |
Value of total corrective distributions | 2013-12-31 | $143,528 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $29,020,202 |
Value of total assets at end of year | 2013-12-31 | $224,726,142 |
Value of total assets at beginning of year | 2013-12-31 | $183,685,728 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $393,096 |
Total interest from all sources | 2013-12-31 | $379,057 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $4,086,020 |
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 | $4,086,020 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
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 | $21,343,922 |
Participant contributions at end of year | 2013-12-31 | $9,123,633 |
Participant contributions at beginning of year | 2013-12-31 | $9,553,640 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,610,779 |
Other income not declared elsewhere | 2013-12-31 | $10,959 |
Administrative expenses (other) incurred | 2013-12-31 | $393,096 |
Total non interest bearing cash at end of year | 2013-12-31 | $98 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $8 |
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 | $41,040,414 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $224,726,142 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $183,685,728 |
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 | $215,602,411 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $174,132,080 |
Interest on participant loans | 2013-12-31 | $379,057 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $32,441,927 |
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 | Yes |
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 | $6,065,501 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $24,145,358 |
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 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2013-12-31 | 560747981 |
2012 : SONIC AUTOMOTIVE, INC. 401(K) PLAN & TRUST 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 | $44,295,134 |
Total loss/gain on sale of assets | 2012-12-31 | $15,211 |
Total of all expenses incurred | 2012-12-31 | $23,183,611 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $22,724,495 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $71,529 |
Value of total corrective distributions | 2012-12-31 | $110,213 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $23,659,328 |
Value of total assets at end of year | 2012-12-31 | $183,685,728 |
Value of total assets at beginning of year | 2012-12-31 | $162,574,205 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $277,374 |
Total interest from all sources | 2012-12-31 | $421,133 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $3,460,286 |
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 | $3,460,286 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | Yes |
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 | $19,329,306 |
Participant contributions at end of year | 2012-12-31 | $9,553,640 |
Participant contributions at beginning of year | 2012-12-31 | $9,658,399 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $921,911 |
Other income not declared elsewhere | 2012-12-31 | $-8,174 |
Administrative expenses (other) incurred | 2012-12-31 | $277,374 |
Total non interest bearing cash at end of year | 2012-12-31 | $8 |
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 | $21,111,523 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $183,685,728 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $162,574,205 |
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 | $174,132,080 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $152,915,806 |
Interest on participant loans | 2012-12-31 | $421,133 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $16,747,350 |
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 | Yes |
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 | $3,408,111 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $22,724,495 |
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 | 2012-12-31 | Yes |
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 | $3,792,747 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $3,777,536 |
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 LLP |
Accountancy firm EIN | 2012-12-31 | 560747981 |
2011 : SONIC AUTOMOTIVE, INC. 401(K) PLAN & 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 | $16,373,103 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $16,063,518 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $15,604,139 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $31,599 |
Value of total corrective distributions | 2011-12-31 | $110,855 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $19,249,861 |
Value of total assets at end of year | 2011-12-31 | $162,574,205 |
Value of total assets at beginning of year | 2011-12-31 | $162,264,620 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $316,925 |
Total interest from all sources | 2011-12-31 | $399,721 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,514,475 |
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 | $1,514,475 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $10,000,000 |
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 | $17,259,228 |
Participant contributions at end of year | 2011-12-31 | $9,658,399 |
Participant contributions at beginning of year | 2011-12-31 | $8,993,464 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $867,961 |
Other income not declared elsewhere | 2011-12-31 | $114,366 |
Administrative expenses (other) incurred | 2011-12-31 | $316,925 |
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 | $309,585 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $162,574,205 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $162,264,620 |
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 | $152,915,806 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $153,271,156 |
Interest on participant loans | 2011-12-31 | $399,721 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-4,905,320 |
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 | $1,122,672 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $15,604,139 |
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 GOODMAN LLP |
Accountancy firm EIN | 2011-12-31 | 560747981 |
2010 : SONIC AUTOMOTIVE, INC. 401(K) PLAN & TRUST 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 | $32,229,205 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $21,262,452 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $20,736,264 |
Value of total corrective distributions | 2010-12-31 | $76,979 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $15,523,053 |
Value of total assets at end of year | 2010-12-31 | $162,264,620 |
Value of total assets at beginning of year | 2010-12-31 | $151,297,867 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $449,209 |
Total interest from all sources | 2010-12-31 | $430,367 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,271,705 |
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 | $1,271,705 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
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 | $15,221,118 |
Participant contributions at end of year | 2010-12-31 | $8,993,464 |
Participant contributions at beginning of year | 2010-12-31 | $8,938,217 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $301,935 |
Other income not declared elsewhere | 2010-12-31 | $36,962 |
Administrative expenses (other) incurred | 2010-12-31 | $449,209 |
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 | $10,966,753 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $162,264,620 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $151,297,867 |
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 | $153,271,156 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $142,359,650 |
Interest on participant loans | 2010-12-31 | $430,367 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $14,967,118 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $20,736,264 |
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 GOODMAN LLP |
Accountancy firm EIN | 2010-12-31 | 560747981 |
2009 : SONIC AUTOMOTIVE, INC. 401(K) PLAN & 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 |