PRESTIGE FORD, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MATTHEWS AUTOMOTIVE GROUP 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : MATTHEWS AUTOMOTIVE GROUP 401(K) PLAN 2025 401k financial data |
|---|
| Total liabilities as of the end of the plan year | 2025-10-13 | 16207 |
| Total liabilities as of the beginning of the plan year | 2025-10-13 | 0 |
| Total expenses incurred by plan in this plan year | 2025-10-13 | 396252 |
| Net assets as of the end of the plan year | 2025-10-13 | 4081465 |
| Total assets as of the beginning of the plan year | 2025-10-13 | 3438115 |
| Value of plan covered by a fidelity bond | 2025-10-13 | 500000 |
| Participant contributions to plan in this plan year | 2025-10-13 | 377242 |
| Value of participant loans at end of plan year | 2025-10-13 | 110506 |
| Other expenses paid from plan in this plan year | 2025-10-13 | 0 |
| Other income to plan in this plan year | 2025-10-13 | 444355 |
| Plan net income in this plan year | 2025-10-13 | 627143 |
| Net assets as of the end of the plan year | 2025-10-13 | 4065258 |
| Net assets as of the beginning of the plan year | 2025-10-13 | 3438115 |
| Employer contributions to plan in this plan year | 2025-10-13 | 201798 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-10-13 | 9233 |
| Total expenses incurred by plan in this plan year | 2025-04-08 | 322089 |
| Net assets as of the end of the plan year | 2025-04-08 | 3438115 |
| Total assets as of the beginning of the plan year | 2025-04-08 | 2459445 |
| Value of plan covered by a fidelity bond | 2025-04-08 | 500000 |
| Participant contributions to plan in this plan year | 2025-04-08 | 476279 |
| Value of participant loans at end of plan year | 2025-04-08 | 68917 |
| Other contributions to plan in this plan year | 2025-04-08 | 156755 |
| Other income to plan in this plan year | 2025-04-08 | 408694 |
| Plan net income in this plan year | 2025-04-08 | 978670 |
| Net assets as of the end of the plan year | 2025-04-08 | 3438115 |
| Net assets as of the beginning of the plan year | 2025-04-08 | 2459445 |
| Employer contributions to plan in this plan year | 2025-04-08 | 259031 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-04-08 | 6803 |
| 2022 : MATTHEWS AUTOMOTIVE GROUP 401(K) PLAN 2022 401k financial data |
|---|
| Total transfer of assets to this plan | 2022-12-31 | $0 |
| Total transfer of assets from this plan | 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 | $2,859 |
| Expenses. Interest paid | 2022-12-31 | $0 |
| Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $432,769 |
| Total of all expenses incurred | 2022-12-31 | $667,942 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $618,341 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $43,240 |
| Value of total corrective distributions | 2022-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $855,542 |
| Value of total assets at end of year | 2022-12-31 | $2,440,711 |
| Value of total assets at beginning of year | 2022-12-31 | $2,678,743 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $6,361 |
| Total interest from all sources | 2022-12-31 | $2,007 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $3,217 |
| 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 | $3,217 |
| Administrative expenses professional fees incurred | 2022-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $251,000 |
| 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 | $530,801 |
| Participant contributions at end of year | 2022-12-31 | $11,996 |
| Participant contributions at beginning of year | 2022-12-31 | $51,276 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $28,200 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $0 |
| Assets. Loans (other than to participants) at end of year | 2022-12-31 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2022-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $2,859 |
| Other income not declared elsewhere | 2022-12-31 | $1,315 |
| Administrative expenses (other) incurred | 2022-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Income. Non cash contributions | 2022-12-31 | $0 |
| Value of net income/loss | 2022-12-31 | $-235,173 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,440,711 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,675,884 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $4,322 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $0 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $1,969,421 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $2,458,883 |
| Income. Interest from loans (other than to participants) | 2022-12-31 | $1,964 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $5,510 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $2,113 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $2,113 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $43 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $453,784 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $166,471 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-429,312 |
| 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 | $296,541 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $618,341 |
| Contract administrator fees | 2022-12-31 | $2,039 |
| 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 | KRUSE MENNILLO LLP |
| Accountancy firm EIN | 2022-12-31 | 954876591 |
| Total transfers to/from plan in this plan year | 2022-11-23 | 0 |
| Total liabilities as of the end of the plan year | 2022-11-23 | 2859 |
| Total liabilities as of the beginning of the plan year | 2022-11-23 | 74 |
| Total expenses incurred by plan in this plan year | 2022-11-23 | 112607 |
| Net assets as of the end of the plan year | 2022-11-23 | 2678743 |
| Total assets as of the beginning of the plan year | 2022-11-23 | 2205408 |
| Value of plan covered by a fidelity bond | 2022-11-23 | 500000 |
| Participant contributions to plan in this plan year | 2022-11-23 | 163186 |
| Value of participant loans at end of plan year | 2022-11-23 | 51276 |
| Other expenses paid from plan in this plan year | 2022-11-23 | 0 |
| Other contributions to plan in this plan year | 2022-11-23 | 0 |
| Other income to plan in this plan year | 2022-11-23 | 321183 |
| Plan net income in this plan year | 2022-11-23 | 470550 |
| Net assets as of the end of the plan year | 2022-11-23 | 2675884 |
| Net assets as of the beginning of the plan year | 2022-11-23 | 2205334 |
| Employer contributions to plan in this plan year | 2022-11-23 | 98788 |
| Fees paid to broker by Benefit Provider | 2022-11-23 | 11915 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-11-23 | 3751 |
| Total transfer of assets to this plan | 2022-01-01 | $0 |
| Total transfer of assets from this plan | 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 | $2,859 |
| Total income from all sources (including contributions) | 2022-01-01 | $432,769 |
| Total of all expenses incurred | 2022-01-01 | $667,942 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $618,341 |
| Expenses. Certain deemed distributions of participant loans | 2022-01-01 | $43,240 |
| Value of total corrective distributions | 2022-01-01 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $855,542 |
| Value of total assets at end of year | 2022-01-01 | $2,440,711 |
| Value of total assets at beginning of year | 2022-01-01 | $2,678,743 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $6,361 |
| Total interest from all sources | 2022-01-01 | $2,007 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $3,217 |
| 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 | $3,217 |
| Administrative expenses professional fees incurred | 2022-01-01 | $0 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $251,000 |
| 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 | $530,801 |
| Participant contributions at end of year | 2022-01-01 | $11,996 |
| Participant contributions at beginning of year | 2022-01-01 | $51,276 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $28,200 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-01-01 | $0 |
| Assets. Loans (other than to participants) at end of year | 2022-01-01 | $0 |
| Assets. Loans (other than to participants) at beginning of year | 2022-01-01 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $2,859 |
| Other income not declared elsewhere | 2022-01-01 | $1,315 |
| Administrative expenses (other) incurred | 2022-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Income. Non cash contributions | 2022-01-01 | $0 |
| Value of net income/loss | 2022-01-01 | $-235,173 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $2,440,711 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $2,675,884 |
| 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 |
| Investment advisory and management fees | 2022-01-01 | $4,322 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $0 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $1,969,421 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $2,458,883 |
| Income. Interest from loans (other than to participants) | 2022-01-01 | $1,964 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $5,510 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $43 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $453,784 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $166,471 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2022-01-01 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-429,312 |
| 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 | $296,541 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $618,341 |
| Contract administrator fees | 2022-01-01 | $2,039 |
| 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 | KRUSE MENNILLO LLP |
| Accountancy firm EIN | 2022-01-01 | 954876591 |
| 2010 : MATTHEWS AUTOMOTIVE GROUP 401(K) PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $176,065 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $62,497 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $60,395 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $69,173 |
| Value of total assets at end of year | 2010-12-31 | $1,041,654 |
| Value of total assets at beginning of year | 2010-12-31 | $928,086 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,102 |
| Total interest from all sources | 2010-12-31 | $4,015 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $98,687 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $60,405 |
| Participant contributions at end of year | 2010-12-31 | $48,620 |
| Participant contributions at beginning of year | 2010-12-31 | $43,982 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $113,568 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,041,654 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $928,086 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $892,994 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $793,495 |
| Interest on participant loans | 2010-12-31 | $1,758 |
| Interest earned on other investments | 2010-12-31 | $2,257 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $100,040 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $90,609 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $102,877 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $8,768 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $60,395 |
| Contract administrator fees | 2010-12-31 | $2,102 |
| 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 | 2010-12-31 | No |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | KRUSE MENNILLO LLP |
| Accountancy firm EIN | 2010-12-31 | 954876591 |
| 2009 : MATTHEWS AUTOMOTIVE GROUP 401(K) PLAN 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 |
