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Plan Name | LAWSON CHEVROLET - OLDS, INC. 401K PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | LAWSON CHEVROLET - OLDS, INC. |
Employer identification number (EIN): | 580939121 |
NAIC Classification: | 441110 |
NAIC Description: | New Car Dealers |
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
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001 | 2012-01-01 | ALFRED LAWSON, JR. | 2013-04-09 | ||
001 | 2011-01-01 | ALFRED LAWSON, JR. | |||
001 | 2010-01-01 | ALFRED LAWSON, JR. | |||
001 | 2009-01-01 | ALFRED LAWSON, JR. |
Measure | Date | Value |
---|---|---|
2011: LAWSON CHEVROLET - OLDS, INC. 401K PLAN & TRUST 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 40 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
Total of all active and inactive participants | 2011-01-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 39 |
Number of participants with account balances | 2011-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: LAWSON CHEVROLET - OLDS, INC. 401K PLAN & TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 41 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 39 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 40 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 40 |
Number of participants with account balances | 2010-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: LAWSON CHEVROLET - OLDS, INC. 401K PLAN & TRUST 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 53 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 41 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 41 |
Number of participants with account balances | 2009-01-01 | 37 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2011 : LAWSON CHEVROLET - OLDS, INC. 401K PLAN & TRUST 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $51,147 |
Expenses. Total of all expenses incurred | 2011-12-31 | $108,332 |
Benefits paid (including direct rollovers) | 2011-12-31 | $108,332 |
Total plan assets at end of year | 2011-12-31 | $1,640,611 |
Total plan assets at beginning of year | 2011-12-31 | $1,697,796 |
Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
Total contributions received or receivable from participants | 2011-12-31 | $64,524 |
Other income received | 2011-12-31 | $-32,545 |
Net income (gross income less expenses) | 2011-12-31 | $-57,185 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,640,611 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,697,796 |
Assets. Value of participant loans | 2011-12-31 | $67,368 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $19,168 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : LAWSON CHEVROLET - OLDS, INC. 401K PLAN & TRUST 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $245,899 |
Expenses. Total of all expenses incurred | 2010-12-31 | $21,610 |
Benefits paid (including direct rollovers) | 2010-12-31 | $21,610 |
Total plan assets at end of year | 2010-12-31 | $1,697,796 |
Total plan assets at beginning of year | 2010-12-31 | $1,473,507 |
Value of fidelity bond covering the plan | 2010-12-31 | $150,000 |
Total contributions received or receivable from participants | 2010-12-31 | $66,529 |
Other income received | 2010-12-31 | $159,871 |
Net income (gross income less expenses) | 2010-12-31 | $224,289 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,697,796 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,473,507 |
Assets. Value of participant loans | 2010-12-31 | $97,244 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $19,499 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : LAWSON CHEVROLET - OLDS, INC. 401K PLAN & TRUST 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2011: LAWSON CHEVROLET - OLDS, INC. 401K PLAN & TRUST 2011 form 5500 responses | ||
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: LAWSON CHEVROLET - OLDS, INC. 401K PLAN & TRUST 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: LAWSON CHEVROLET - OLDS, INC. 401K PLAN & TRUST 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 78833 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy contract number | 78833 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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