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SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 401k Plan overview

Plan NameSONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN
Plan identification number 002

SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SONIC AUTOMOTIVE, INC. has sponsored the creation of one or more 401k plans.

Company Name:SONIC AUTOMOTIVE, INC.
Employer identification number (EIN):562010790
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01RON BISTOLFO
0022016-01-01JON R RANKIN JON R RANKIN2017-10-13
0022015-01-01JON R RANKIN JON R RANKIN2016-10-14
0022014-01-01JON R RANKIN JON R RANKIN2015-10-15
0022013-01-01JON R RANKIN JON R RANKIN2014-10-14
0022012-01-01JON R. RANKIN JON R. RANKIN2013-10-14
0022011-01-01JON R RANKIN JON R RANKIN2012-10-12
0022009-01-01JON R RANKIN JON R RANKIN2010-10-14

Plan Statistics for SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN

401k plan membership statisitcs for SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN

Measure Date Value
2022: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01546
Total number of active participants reported on line 7a of the Form 55002022-01-01373
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01188
Total of all active and inactive participants2022-01-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01562
Number of participants with account balances2022-01-01487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01629
Total number of active participants reported on line 7a of the Form 55002021-01-01362
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01182
Total of all active and inactive participants2021-01-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01546
Number of participants with account balances2021-01-01480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01909
Total number of active participants reported on line 7a of the Form 55002020-01-01379
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01252
Total of all active and inactive participants2020-01-01631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01634
Number of participants with account balances2020-01-01563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01882
Total number of active participants reported on line 7a of the Form 55002019-01-01696
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01203
Total of all active and inactive participants2019-01-01899
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01900
Number of participants with account balances2019-01-01623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01918
Total number of active participants reported on line 7a of the Form 55002018-01-01656
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01214
Total of all active and inactive participants2018-01-01870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01872
Number of participants with account balances2018-01-01627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01841
Total number of active participants reported on line 7a of the Form 55002017-01-01727
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01170
Total of all active and inactive participants2017-01-01897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01899
Number of participants with account balances2017-01-01643
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01619
Total number of active participants reported on line 7a of the Form 55002016-01-01664
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01162
Total of all active and inactive participants2016-01-01826
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01826
Number of participants with account balances2016-01-01606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01614
Total number of active participants reported on line 7a of the Form 55002015-01-01456
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01158
Total of all active and inactive participants2015-01-01614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01614
Number of participants with account balances2015-01-01545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01682
Total number of active participants reported on line 7a of the Form 55002014-01-01443
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01167
Total of all active and inactive participants2014-01-01610
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01610
Number of participants with account balances2014-01-01510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01689
Total number of active participants reported on line 7a of the Form 55002013-01-01556
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01125
Total of all active and inactive participants2013-01-01681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01681
Number of participants with account balances2013-01-01558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01682
Total number of active participants reported on line 7a of the Form 55002012-01-01534
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01138
Total of all active and inactive participants2012-01-01672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01674
Number of participants with account balances2012-01-01556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01700
Total number of active participants reported on line 7a of the Form 55002011-01-01565
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01111
Total of all active and inactive participants2011-01-01676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01676
Number of participants with account balances2011-01-01548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01746
Total number of active participants reported on line 7a of the Form 55002009-01-01443
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01289
Total of all active and inactive participants2009-01-01732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01732
Number of participants with account balances2009-01-01724
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN

Measure Date Value
2022 : SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-4,976,188
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,892,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,881,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,441,550
Value of total assets at end of year2022-12-31$29,412,212
Value of total assets at beginning of year2022-12-31$36,281,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$11,489
Total interest from all sources2022-12-31$15,850
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$343,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$343,844
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,026,893
Participant contributions at end of year2022-12-31$426,255
Participant contributions at beginning of year2022-12-31$348,989
Participant contributions at beginning of year2022-12-31$5,477
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$19,542
Other income not declared elsewhere2022-12-31$21,735
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,869,088
Value of net assets at end of year (total assets less liabilities)2022-12-31$29,412,212
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$36,281,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$26,376,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$33,168,907
Interest on participant loans2022-12-31$15,850
Value of interest in common/collective trusts at end of year2022-12-31$2,529,863
Value of interest in common/collective trusts at beginning of year2022-12-31$2,673,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,636,154
Net investment gain or loss from common/collective trusts2022-12-31$-163,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$395,115
Employer contributions (assets) at end of year2022-12-31$79,675
Employer contributions (assets) at beginning of year2022-12-31$84,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,881,411
Contract administrator fees2022-12-31$11,489
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$1
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$6,680,711
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,843,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,736,096
Expenses. Certain deemed distributions of participant loans2021-12-31$15,722
Value of total corrective distributions2021-12-31$74,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,290,330
Value of total assets at end of year2021-12-31$36,281,300
Value of total assets at beginning of year2021-12-31$33,443,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$16,618
Total interest from all sources2021-12-31$36,511
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$379,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$379,454
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$950,809
Participant contributions at end of year2021-12-31$348,989
Participant contributions at beginning of year2021-12-31$492,093
Participant contributions at end of year2021-12-31$5,477
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,693
Other income not declared elsewhere2021-12-31$30,761
Administrative expenses (other) incurred2021-12-31$8,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,837,464
Value of net assets at end of year (total assets less liabilities)2021-12-31$36,281,300
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$33,443,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$33,168,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,459,775
Interest on participant loans2021-12-31$36,511
Value of interest in common/collective trusts at end of year2021-12-31$2,673,737
Value of interest in common/collective trusts at beginning of year2021-12-31$2,491,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,926,297
Net investment gain or loss from common/collective trusts2021-12-31$17,358
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$336,828
Employer contributions (assets) at end of year2021-12-31$84,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,736,096
Contract administrator fees2021-12-31$8,053
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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$5,852,998
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,554,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,486,843
Expenses. Certain deemed distributions of participant loans2020-12-31$-2,581
Value of total corrective distributions2020-12-31$45,235
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,149,293
Value of total assets at end of year2020-12-31$33,443,835
Value of total assets at beginning of year2020-12-31$29,143,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$24,596
Total interest from all sources2020-12-31$23,856
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$285,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$285,079
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$801,377
Participant contributions at end of year2020-12-31$492,093
Participant contributions at beginning of year2020-12-31$474,654
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$18,124
Other income not declared elsewhere2020-12-31$10,799
Administrative expenses (other) incurred2020-12-31$24,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,298,905
Value of net assets at end of year (total assets less liabilities)2020-12-31$33,443,835
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,143,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$30,459,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$26,935,284
Interest on participant loans2020-12-31$23,856
Value of interest in common/collective trusts at end of year2020-12-31$2,491,967
Value of interest in common/collective trusts at beginning of year2020-12-31$1,733,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,326,073
Net investment gain or loss from common/collective trusts2020-12-31$57,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$329,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,486,843
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$7,071
Total transfer of assets to this plan2019-12-31$7,071
Total transfer of assets from this plan2019-12-31$9,791
Total transfer of assets from this plan2019-12-31$9,791
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$7,024,710
Total income from all sources (including contributions)2019-12-31$7,024,710
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,858,492
Total of all expenses incurred2019-12-31$1,858,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,781,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,781,159
Expenses. Certain deemed distributions of participant loans2019-12-31$4,070
Expenses. Certain deemed distributions of participant loans2019-12-31$4,070
Value of total corrective distributions2019-12-31$56,767
Value of total corrective distributions2019-12-31$56,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,375,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,375,395
Value of total assets at end of year2019-12-31$29,143,542
Value of total assets at end of year2019-12-31$29,143,542
Value of total assets at beginning of year2019-12-31$23,980,044
Value of total assets at beginning of year2019-12-31$23,980,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,496
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$16,496
Total interest from all sources2019-12-31$24,413
Total interest from all sources2019-12-31$24,413
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$363,892
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$363,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$363,892
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$363,892
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$958,889
Contributions received from participants2019-12-31$958,889
Participant contributions at end of year2019-12-31$474,654
Participant contributions at end of year2019-12-31$474,654
Participant contributions at beginning of year2019-12-31$471,929
Participant contributions at beginning of year2019-12-31$471,929
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$39,916
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$39,916
Other income not declared elsewhere2019-12-31$44,974
Other income not declared elsewhere2019-12-31$44,974
Administrative expenses (other) incurred2019-12-31$16,496
Administrative expenses (other) incurred2019-12-31$16,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,166,218
Value of net income/loss2019-12-31$5,166,218
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,143,542
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,143,542
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,980,044
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,980,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,935,284
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$26,935,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,889,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$21,889,544
Interest on participant loans2019-12-31$24,413
Interest on participant loans2019-12-31$24,413
Value of interest in common/collective trusts at end of year2019-12-31$1,733,604
Value of interest in common/collective trusts at end of year2019-12-31$1,733,604
Value of interest in common/collective trusts at beginning of year2019-12-31$1,618,571
Value of interest in common/collective trusts at beginning of year2019-12-31$1,618,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,175,698
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,175,698
Net investment gain or loss from common/collective trusts2019-12-31$40,338
Net investment gain or loss from common/collective trusts2019-12-31$40,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$376,590
Contributions received in cash from employer2019-12-31$376,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,781,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,781,159
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
Accountancy firm EIN2019-12-31560747981
2018 : SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$76,203
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,451,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,400,964
Expenses. Certain deemed distributions of participant loans2018-12-31$-5,208
Value of total corrective distributions2018-12-31$43,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,538,596
Value of total assets at end of year2018-12-31$23,980,044
Value of total assets at beginning of year2018-12-31$26,355,364
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,122
Total interest from all sources2018-12-31$19,650
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$359,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$359,689
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,078,439
Participant contributions at end of year2018-12-31$471,929
Participant contributions at beginning of year2018-12-31$421,228
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$14,216
Other income not declared elsewhere2018-12-31$1,100
Administrative expenses (other) incurred2018-12-31$12,122
Total non interest bearing cash at beginning of year2018-12-31$-251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,375,320
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,980,044
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,355,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$21,889,544
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$25,934,387
Interest on participant loans2018-12-31$19,650
Value of interest in common/collective trusts at end of year2018-12-31$1,618,571
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,856,970
Net investment gain or loss from common/collective trusts2018-12-31$14,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$445,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,400,964
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
2017 : SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$24,498
Total transfer of assets from this plan2017-12-31$2,230
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$5,665,919
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,103,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,058,790
Expenses. Certain deemed distributions of participant loans2017-12-31$441
Value of total corrective distributions2017-12-31$27,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,639,806
Value of total assets at end of year2017-12-31$26,355,364
Value of total assets at beginning of year2017-12-31$22,771,141
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,431
Total interest from all sources2017-12-31$18,034
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$295,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$295,373
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,046,793
Participant contributions at end of year2017-12-31$421,228
Participant contributions at beginning of year2017-12-31$426,876
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$159,038
Other income not declared elsewhere2017-12-31$1,257
Administrative expenses (other) incurred2017-12-31$17,431
Total non interest bearing cash at end of year2017-12-31$-251
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,561,955
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,355,364
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,771,141
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$25,934,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$22,344,265
Interest on participant loans2017-12-31$18,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,711,449
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$433,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,058,790
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$65
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$2,975,120
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,387,031
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,348,338
Expenses. Certain deemed distributions of participant loans2016-12-31$-539
Value of total corrective distributions2016-12-31$20,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,266,497
Value of total assets at end of year2016-12-31$22,771,141
Value of total assets at beginning of year2016-12-31$21,182,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$19,091
Total interest from all sources2016-12-31$20,141
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$269,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$269,056
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$834,167
Participant contributions at end of year2016-12-31$426,876
Participant contributions at beginning of year2016-12-31$518,796
Other income not declared elsewhere2016-12-31$1,114
Administrative expenses (other) incurred2016-12-31$19,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,588,089
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,771,141
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,182,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$22,344,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,664,191
Interest on participant loans2016-12-31$20,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,418,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$432,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,348,338
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2016-12-31560747981
2015 : SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$6,864
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$1,490,808
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,271,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,217,760
Expenses. Certain deemed distributions of participant loans2015-12-31$19,001
Value of total corrective distributions2015-12-31$14,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,539,250
Value of total assets at end of year2015-12-31$21,182,987
Value of total assets at beginning of year2015-12-31$20,956,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,832
Total interest from all sources2015-12-31$24,133
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$244,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$244,887
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$783,535
Participant contributions at end of year2015-12-31$518,796
Participant contributions at beginning of year2015-12-31$641,107
Other income not declared elsewhere2015-12-31$7,430
Administrative expenses (other) incurred2015-12-31$20,832
Total non interest bearing cash at beginning of year2015-12-31$-3,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$219,199
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,182,987
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,956,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,664,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,319,605
Interest on participant loans2015-12-31$24,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-324,892
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$755,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,217,760
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2015-12-31560747981
2014 : SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$38,319
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$2,099,778
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,460,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,416,611
Expenses. Certain deemed distributions of participant loans2014-12-31$-21,973
Value of total corrective distributions2014-12-31$39,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,038,873
Value of total assets at end of year2014-12-31$20,956,924
Value of total assets at beginning of year2014-12-31$21,355,508
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$25,682
Total interest from all sources2014-12-31$30,288
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$715,150
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$715,150
Administrative expenses professional fees incurred2014-12-31$25,682
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$821,871
Participant contributions at end of year2014-12-31$641,107
Participant contributions at beginning of year2014-12-31$804,989
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$92,652
Other income not declared elsewhere2014-12-31$2,744
Total non interest bearing cash at end of year2014-12-31$-3,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-360,265
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,956,924
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$21,355,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,319,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,550,519
Interest on participant loans2014-12-31$30,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$312,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$124,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,416,611
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2014-12-31560747981
2013 : SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,951,165
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$801,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$717,484
Expenses. Certain deemed distributions of participant loans2013-12-31$31,333
Value of total corrective distributions2013-12-31$31,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,311,322
Value of total assets at end of year2013-12-31$21,355,508
Value of total assets at beginning of year2013-12-31$17,205,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,842
Total interest from all sources2013-12-31$31,232
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$369,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$369,629
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$834,077
Participant contributions at end of year2013-12-31$804,989
Participant contributions at beginning of year2013-12-31$695,538
Other income not declared elsewhere2013-12-31$1,027
Administrative expenses (other) incurred2013-12-31$20,842
Total non interest bearing cash at beginning of year2013-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,149,980
Value of net assets at end of year (total assets less liabilities)2013-12-31$21,355,508
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,205,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,550,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,509,989
Income. Interest from loans (other than to participants)2013-12-31$31,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,237,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$477,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$717,484
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2013-12-31560747981
2012 : SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$3,470,837
Total loss/gain on sale of assets2012-12-31$1,358
Total of all expenses incurred2012-12-31$1,937,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,903,764
Value of total corrective distributions2012-12-31$16,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,468,697
Value of total assets at end of year2012-12-31$17,205,528
Value of total assets at beginning of year2012-12-31$15,672,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,323
Total interest from all sources2012-12-31$31,919
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$329,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$329,044
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$812,969
Participant contributions at end of year2012-12-31$695,538
Participant contributions at beginning of year2012-12-31$633,689
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$185,138
Other income not declared elsewhere2012-12-31$460
Administrative expenses (other) incurred2012-12-31$17,323
Total non interest bearing cash at end of year2012-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,533,009
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,205,528
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,672,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,509,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,038,830
Interest on participant loans2012-12-31$31,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,639,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$470,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,903,764
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$355,758
Aggregate carrying amount (costs) on sale of assets2012-12-31$354,400
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2012-12-31560747981
2011 : SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$970,708
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,208,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,173,427
Expenses. Certain deemed distributions of participant loans2011-12-31$1,845
Value of total corrective distributions2011-12-31$17,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,318,652
Value of total assets at end of year2011-12-31$15,672,519
Value of total assets at beginning of year2011-12-31$15,909,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$15,299
Total interest from all sources2011-12-31$30,298
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$149,567
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$149,567
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$808,606
Participant contributions at end of year2011-12-31$633,689
Participant contributions at beginning of year2011-12-31$671,929
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$41,566
Other income not declared elsewhere2011-12-31$12,259
Administrative expenses (other) incurred2011-12-31$15,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-237,460
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,672,519
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,909,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$15,038,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$15,238,050
Interest on participant loans2011-12-31$30,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-540,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$468,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,173,427
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2011-12-31560747981
2010 : SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$3,000,273
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,222,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,185,628
Value of total corrective distributions2010-12-31$22,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,301,689
Value of total assets at end of year2010-12-31$15,909,979
Value of total assets at beginning of year2010-12-31$15,132,577
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,289
Total interest from all sources2010-12-31$30,224
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$119,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$119,936
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$777,947
Participant contributions at end of year2010-12-31$671,929
Participant contributions at beginning of year2010-12-31$666,886
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$50,962
Other income not declared elsewhere2010-12-31$3,871
Administrative expenses (other) incurred2010-12-31$14,289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$777,402
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,909,979
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,132,577
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$15,238,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,465,691
Interest on participant loans2010-12-31$30,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,544,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$472,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,185,628
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2010-12-31560747981
2009 : SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN

2022: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SONIC AUTOMOTIVE, INC. NORTHERN CALIFORNIA ULA 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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