JACKSON AUTOMOTIVE GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan JACKSON AUTOMOTIVE GROUP 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : JACKSON AUTOMOTIVE GROUP 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,616,127 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $181,988 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $159,947 |
| Value of total corrective distributions | 2023-12-31 | $20,588 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $972,271 |
| Value of total assets at end of year | 2023-12-31 | $5,318,322 |
| Value of total assets at beginning of year | 2023-12-31 | $3,884,183 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $1,453 |
| Total interest from all sources | 2023-12-31 | $7,612 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $693,341 |
| Participant contributions at end of year | 2023-12-31 | $59,986 |
| Participant contributions at beginning of year | 2023-12-31 | $77,039 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $43,442 |
| Other income not declared elsewhere | 2023-12-31 | $148 |
| Administrative expenses (other) incurred | 2023-12-31 | $400 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $1,434,139 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $5,318,322 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $3,884,183 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $103 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $5,032,600 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $3,581,716 |
| Interest on participant loans | 2023-12-31 | $4,081 |
| Interest earned on other investments | 2023-12-31 | $3,531 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $225,736 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $225,428 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $636,096 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $235,488 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $159,947 |
| Contract administrator fees | 2023-12-31 | $950 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Disclaimer |
| Accountancy firm name | 2023-12-31 | MCNAIR, MCLEMORE, MIDDLEBROOKS & CO |
| Accountancy firm EIN | 2023-12-31 | 581094351 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,616,127 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $181,988 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $159,947 |
| Value of total corrective distributions | 2023-01-01 | $20,588 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $972,271 |
| Value of total assets at end of year | 2023-01-01 | $5,318,322 |
| Value of total assets at beginning of year | 2023-01-01 | $3,884,183 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $1,453 |
| Total interest from all sources | 2023-01-01 | $7,612 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $693,341 |
| Participant contributions at end of year | 2023-01-01 | $59,986 |
| Participant contributions at beginning of year | 2023-01-01 | $77,039 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $43,442 |
| Other income not declared elsewhere | 2023-01-01 | $148 |
| Administrative expenses (other) incurred | 2023-01-01 | $400 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $1,434,139 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $5,318,322 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $3,884,183 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $103 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $5,032,600 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $3,581,716 |
| Interest on participant loans | 2023-01-01 | $4,081 |
| Interest earned on other investments | 2023-01-01 | $3,531 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $225,736 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $225,428 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $636,096 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $235,488 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $159,947 |
| Contract administrator fees | 2023-01-01 | $950 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 3 |
| Accountancy firm name | 2023-01-01 | MCNAIR, MCLEMORE, MIDDLEBROOKS & CO |
| Accountancy firm EIN | 2023-01-01 | 581094351 |
| 2022 : JACKSON AUTOMOTIVE GROUP 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-19,754 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $847,780 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $801,871 |
| Value of total corrective distributions | 2022-12-31 | $25,700 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $770,858 |
| Value of total assets at end of year | 2022-12-31 | $3,884,183 |
| Value of total assets at beginning of year | 2022-12-31 | $4,751,717 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $20,209 |
| Total interest from all sources | 2022-12-31 | $4,533 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $573,263 |
| Participant contributions at end of year | 2022-12-31 | $77,039 |
| Participant contributions at beginning of year | 2022-12-31 | $47,989 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $34,990 |
| Other income not declared elsewhere | 2022-12-31 | $20 |
| Administrative expenses (other) incurred | 2022-12-31 | $20,209 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-867,534 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,884,183 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,751,717 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $3,581,716 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $4,703,728 |
| Interest on participant loans | 2022-12-31 | $3,336 |
| Interest earned on other investments | 2022-12-31 | $1,197 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $225,428 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-795,165 |
| 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 | $162,605 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $801,871 |
| 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 | 2022-12-31 | Yes |
| 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 | Disclaimer |
| Accountancy firm name | 2022-12-31 | MCNAIR, MCLEMORE, MIDDLEBROOKS & CO |
| Accountancy firm EIN | 2022-12-31 | 581094351 |
| Total expenses incurred by plan in this plan year | 2022-06-17 | 441308 |
| Net assets as of the end of the plan year | 2022-06-17 | 4751717 |
| Total assets as of the beginning of the plan year | 2022-06-17 | 2951494 |
| Value of plan covered by a fidelity bond | 2022-06-17 | 500000 |
| Participant contributions to plan in this plan year | 2022-06-17 | 490860 |
| Value of participant loans at end of plan year | 2022-06-17 | 47989 |
| Other contributions to plan in this plan year | 2022-06-17 | 1290981 |
| Other income to plan in this plan year | 2022-06-17 | 323887 |
| Plan net income in this plan year | 2022-06-17 | 1800223 |
| Net assets as of the end of the plan year | 2022-06-17 | 4751717 |
| Net assets as of the beginning of the plan year | 2022-06-17 | 2951494 |
| Employer contributions to plan in this plan year | 2022-06-17 | 135803 |
| Fees paid to broker by Benefit Provider | 2022-06-17 | 15720 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-06-17 | 10473 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-19,754 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $847,780 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $801,871 |
| Value of total corrective distributions | 2022-01-01 | $25,700 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $770,858 |
| Value of total assets at end of year | 2022-01-01 | $3,884,183 |
| Value of total assets at beginning of year | 2022-01-01 | $4,751,717 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $20,209 |
| Total interest from all sources | 2022-01-01 | $4,533 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $573,263 |
| Participant contributions at end of year | 2022-01-01 | $77,039 |
| Participant contributions at beginning of year | 2022-01-01 | $47,989 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $34,990 |
| Other income not declared elsewhere | 2022-01-01 | $20 |
| Administrative expenses (other) incurred | 2022-01-01 | $20,209 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-867,534 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $3,884,183 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $4,751,717 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $3,581,716 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $4,703,728 |
| Interest on participant loans | 2022-01-01 | $3,336 |
| Interest earned on other investments | 2022-01-01 | $1,197 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $225,428 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $0 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-795,165 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $162,605 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $801,871 |
| 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 | 2022-01-01 | Yes |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 3 |
| Accountancy firm name | 2022-01-01 | MCNAIR, MCLEMORE, MIDDLEBROOKS & CO |
| Accountancy firm EIN | 2022-01-01 | 581094351 |
| 2010 : JACKSON AUTOMOTIVE GROUP 401(K) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total plan liabilities at beginning of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $262,957 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $31,908 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $30,919 |
| Total plan assets at end of year | 2010-12-31 | $1,993,821 |
| Total plan assets at beginning of year | 2010-12-31 | $1,762,772 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $70,531 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $168,424 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $231,049 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,993,821 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,762,772 |
| Assets. Value of participant loans | 2010-12-31 | $16,610 |
| Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-102 | 2010-12-31 | $7,793 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $24,002 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $989 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
