J. K. HOLDING CORPORATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOUTHERN MOTORS OF SAVANNAH, INC. 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2025 : SOUTHERN MOTORS OF SAVANNAH, INC. 401(K) PROFIT SHARING PLAN 2025 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2025-10-15 | 375268 |
| Net assets as of the end of the plan year | 2025-10-15 | 7136617 |
| Total assets as of the beginning of the plan year | 2025-10-15 | 6178686 |
| Value of plan covered by a fidelity bond | 2025-10-15 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-15 | 303409 |
| Other contributions to plan in this plan year | 2025-10-15 | 116603 |
| Other income to plan in this plan year | 2025-10-15 | 816365 |
| Plan net income in this plan year | 2025-10-15 | 957931 |
| Net assets as of the end of the plan year | 2025-10-15 | 7136617 |
| Net assets as of the beginning of the plan year | 2025-10-15 | 6178686 |
| Employer contributions to plan in this plan year | 2025-10-15 | 96822 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-15 | 41451 |
| 2024 : SOUTHERN MOTORS OF SAVANNAH, INC. 401(K) PROFIT SHARING PLAN 2024 401k financial data |
|---|
| Total expenses incurred by plan in this plan year | 2024-10-15 | 876249 |
| Net assets as of the end of the plan year | 2024-10-15 | 6178686 |
| Total assets as of the beginning of the plan year | 2024-10-15 | 5594874 |
| Value of plan covered by a fidelity bond | 2024-10-15 | 500000 |
| Participant contributions to plan in this plan year | 2024-10-15 | 383920 |
| Other contributions to plan in this plan year | 2024-10-15 | 24231 |
| Other income to plan in this plan year | 2024-10-15 | 831857 |
| Plan net income in this plan year | 2024-10-15 | 583812 |
| Net assets as of the end of the plan year | 2024-10-15 | 6178686 |
| Net assets as of the beginning of the plan year | 2024-10-15 | 5594874 |
| Employer contributions to plan in this plan year | 2024-10-15 | 220053 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-10-15 | 24353 |
| 2022 : SOUTHERN MOTORS OF SAVANNAH, INC. 401(K) PROFIT SHARING 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 | $-302,356 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $156,869 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $145,562 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $530,658 |
| Value of total assets at end of year | 2022-12-31 | $5,594,874 |
| Value of total assets at beginning of year | 2022-12-31 | $6,054,099 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $11,307 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $25,107 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $25,107 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $550,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $337,354 |
| Participant contributions at end of year | 2022-12-31 | $4,579 |
| Participant contributions at beginning of year | 2022-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $0 |
| Administrative expenses (other) incurred | 2022-12-31 | $11,307 |
| 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 | $-459,225 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,594,874 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,054,099 |
| 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 pooled separate accounts at end of year | 2022-12-31 | $4,543,312 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $5,056,670 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,035,499 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $997,429 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-858,121 |
| 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 | Yes |
| 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 | $193,304 |
| Employer contributions (assets) at end of year | 2022-12-31 | $11,484 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $145,562 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | CASSEL PLAN AUDITS |
| Accountancy firm EIN | 2022-12-31 | 462966358 |
| 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 | $-302,356 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $156,869 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $145,562 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $530,658 |
| Value of total assets at end of year | 2022-01-01 | $5,594,874 |
| Value of total assets at beginning of year | 2022-01-01 | $6,054,099 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $11,307 |
| Total interest from all sources | 2022-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $25,107 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $25,107 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $550,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $337,354 |
| Participant contributions at end of year | 2022-01-01 | $4,579 |
| Participant contributions at beginning of year | 2022-01-01 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $0 |
| Administrative expenses (other) incurred | 2022-01-01 | $11,307 |
| 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 | $-459,225 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $5,594,874 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $6,054,099 |
| 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 pooled separate accounts at end of year | 2022-01-01 | $4,543,312 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $5,056,670 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $1,035,499 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $997,429 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-858,121 |
| 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 | Yes |
| 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 | $193,304 |
| Employer contributions (assets) at end of year | 2022-01-01 | $11,484 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $145,562 |
| 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 | 1 |
| Accountancy firm name | 2022-01-01 | CASSEL PLAN AUDITS |
| Accountancy firm EIN | 2022-01-01 | 462966358 |
| 2021 : SOUTHERN MOTORS OF SAVANNAH, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,067 |
| Total income from all sources (including contributions) | 2021-12-31 | $925,497 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $330,764 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $322,248 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $155,996 |
| Value of total assets at end of year | 2021-12-31 | $6,054,149 |
| Value of total assets at beginning of year | 2021-12-31 | $5,460,483 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $8,516 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $550,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $155,996 |
| Participant contributions at end of year | 2021-12-31 | $0 |
| Participant contributions at beginning of year | 2021-12-31 | $2,252 |
| Other income not declared elsewhere | 2021-12-31 | $18,435 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $594,733 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,054,149 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,459,416 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $5,056,670 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $4,482,127 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $997,429 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $975,829 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $751,066 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Employer contributions (assets) at end of year | 2021-12-31 | $50 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $275 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $322,248 |
| Contract administrator fees | 2021-12-31 | $8,516 |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $0 |
| Liabilities. Value of benefit claims payable at beginning of year | 2021-12-31 | $1,067 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | CASSELL PLAN AUDITS |
| Accountancy firm EIN | 2021-12-31 | 462966358 |
| 2020 : SOUTHERN MOTORS OF SAVANNAH, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,067 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $25 |
| Total income from all sources (including contributions) | 2020-12-31 | $880,014 |
| Total of all expenses incurred | 2020-12-31 | $2,073,095 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,060,062 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $246,425 |
| Value of total assets at end of year | 2020-12-31 | $5,460,483 |
| Value of total assets at beginning of year | 2020-12-31 | $6,652,522 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $13,033 |
| Total interest from all sources | 2020-12-31 | $47,235 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $550,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $134,191 |
| Participant contributions at end of year | 2020-12-31 | $2,252 |
| Participant contributions at beginning of year | 2020-12-31 | $4,487 |
| Administrative expenses (other) incurred | 2020-12-31 | $13,033 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $-1,193,081 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,459,416 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,652,497 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $4,482,127 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $5,372,677 |
| Interest earned on other investments | 2020-12-31 | $47,235 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $975,829 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,274,727 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $586,354 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $112,234 |
| Employer contributions (assets) at end of year | 2020-12-31 | $275 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $631 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,060,062 |
| Liabilities. Value of benefit claims payable at end of year | 2020-12-31 | $1,067 |
| Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $25 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | CASSELL PLAN AUDITS |
| Accountancy firm EIN | 2020-12-31 | 462966358 |
