401k Plan data: TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN plan

TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN
Plan identification number	001

TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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.

401k Sponsoring company profile

TED RUSSELL FORD, INC. has sponsored the creation of one or more 401k plans.

Company Name: TED RUSSELL FORD, INC.

Employer identification number (EIN): 621310718

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 SCOTT LOWE
001 2013-01-01 SCOTT LOWE
001 2012-01-01 SCOTT LOWE
001 2011-01-01 SCOTT LOWE
001 2009-01-01 BART LASHLEE

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	SCOTT LOWE
001	2013-01-01	SCOTT LOWE
001	2012-01-01	SCOTT LOWE
001	2011-01-01	SCOTT LOWE
001	2009-01-01	BART LASHLEE

Plan Statistics for TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2014: TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 157
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 25
Total of all active and inactive participants 2014-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 183
Number of participants with account balances 2014-01-01 92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 146
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 26
Total of all active and inactive participants 2013-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 173
Number of participants with account balances 2013-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5
2012: TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 201
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 26
Total of all active and inactive participants 2012-01-01 227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 227
Number of participants with account balances 2012-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 187
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 33
Total of all active and inactive participants 2011-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 220
Number of participants with account balances 2011-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2009: TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 186
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 75
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 36
Total of all active and inactive participants 2009-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 112
Number of participants with account balances 2009-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2014: TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	157
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	25
Total of all active and inactive participants	2014-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	183
Number of participants with account balances	2014-01-01	92
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	146
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	26
Total of all active and inactive participants	2013-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	173
Number of participants with account balances	2013-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5
2012: TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	201
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	26
Total of all active and inactive participants	2012-01-01	227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	227
Number of participants with account balances	2012-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	187
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	33
Total of all active and inactive participants	2011-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	220
Number of participants with account balances	2011-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2009: TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	186
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	75
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	36
Total of all active and inactive participants	2009-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	112
Number of participants with account balances	2009-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN

Measure	Date	Value
2014 : TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$3,752
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$23,733
Total income from all sources (including contributions)	2014-12-31	$613,035
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$732,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$729,878
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$315,086
Value of total assets at end of year	2014-12-31	$5,311,340
Value of total assets at beginning of year	2014-12-31	$5,451,258
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,094
Total interest from all sources	2014-12-31	$92
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$230,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$230,902
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$247,961
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$3,752
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$23,733
Total non interest bearing cash at end of year	2014-12-31	$57
Total non interest bearing cash at beginning of year	2014-12-31	$57
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-119,937
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,307,588
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,427,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$3,094
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$4,440,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,519,215
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$803,503
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$875,186
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$875,186
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$92
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$66,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$67,125
Employer contributions (assets) at end of year	2014-12-31	$67,125
Employer contributions (assets) at beginning of year	2014-12-31	$56,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$729,878
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PUGH & COMPANY, PC
Accountancy firm EIN	2014-12-31	621142155
2013 : TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$23,733
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$31,714
Total income from all sources (including contributions)	2013-12-31	$1,174,896
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$482,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$441,815
Value of total corrective distributions	2013-12-31	$35,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$285,686
Value of total assets at end of year	2013-12-31	$5,451,258
Value of total assets at beginning of year	2013-12-31	$4,767,172
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$5,593
Total interest from all sources	2013-12-31	$77
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$151,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$151,179
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$228,886
Participant contributions at beginning of year	2013-12-31	$31,379
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$23,733
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$31,714
Total non interest bearing cash at end of year	2013-12-31	$57
Total non interest bearing cash at beginning of year	2013-12-31	$77
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$692,067
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,427,525
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,735,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,519,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,006,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$875,186
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$659,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$659,424
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$77
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$737,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$56,800
Employer contributions (assets) at end of year	2013-12-31	$56,800
Employer contributions (assets) at beginning of year	2013-12-31	$70,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$441,815
Contract administrator fees	2013-12-31	$5,593
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PUGH & COMPANY, PC
Accountancy firm EIN	2013-12-31	621142155
2012 : TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$31,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$24,079
Total income from all sources (including contributions)	2012-12-31	$836,633
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$316,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$285,066
Value of total corrective distributions	2012-12-31	$23,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$364,214
Value of total assets at end of year	2012-12-31	$4,767,172
Value of total assets at beginning of year	2012-12-31	$4,239,237
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$7,749
Total interest from all sources	2012-12-31	$69
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$97,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$97,129
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$293,959
Participant contributions at end of year	2012-12-31	$31,379
Participant contributions at beginning of year	2012-12-31	$27,906
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$31,714
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$24,079
Administrative expenses (other) incurred	2012-12-31	$7,749
Total non interest bearing cash at end of year	2012-12-31	$77
Total non interest bearing cash at beginning of year	2012-12-31	$21
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$520,300
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,735,458
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,215,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,006,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,480,390
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$659,424
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$657,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$657,350
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$69
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$375,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$70,255
Employer contributions (assets) at end of year	2012-12-31	$70,255
Employer contributions (assets) at beginning of year	2012-12-31	$73,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$285,066
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PUGH & COMPANY, PC
Accountancy firm EIN	2012-12-31	621142155
2011 : TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$24,079
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	$265,982
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$245,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$223,016
Value of total corrective distributions	2011-12-31	$15,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$367,103
Value of total assets at end of year	2011-12-31	$4,239,237
Value of total assets at beginning of year	2011-12-31	$4,194,401
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$6,841
Total interest from all sources	2011-12-31	$59
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$103,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$103,992
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$293,355
Participant contributions at end of year	2011-12-31	$27,906
Participant contributions at beginning of year	2011-12-31	$23,096
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$24,079
Total non interest bearing cash at end of year	2011-12-31	$21
Total non interest bearing cash at beginning of year	2011-12-31	$174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$20,757
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,215,158
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,194,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,480,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,498,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$657,350
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$609,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$609,067
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$59
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-205,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$73,748
Employer contributions (assets) at end of year	2011-12-31	$73,570
Employer contributions (assets) at beginning of year	2011-12-31	$63,186
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$223,016
Contract administrator fees	2011-12-31	$6,841
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PUGH & COMPANY, PC
Accountancy firm EIN	2011-12-31	621142155
2010 : TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
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	$786,908
Total of all expenses incurred	2010-12-31	$407,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$345,390
Value of total corrective distributions	2010-12-31	$53,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$326,525
Value of total assets at end of year	2010-12-31	$4,194,401
Value of total assets at beginning of year	2010-12-31	$3,814,935
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$8,532
Total interest from all sources	2010-12-31	$105
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$60,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$60,773
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
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	$263,339
Participant contributions at end of year	2010-12-31	$23,096
Participant contributions at beginning of year	2010-12-31	$33,909
Administrative expenses (other) incurred	2010-12-31	$8,532
Total non interest bearing cash at end of year	2010-12-31	$174
Total non interest bearing cash at beginning of year	2010-12-31	$173
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	$379,466
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,194,401
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,814,935
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 registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,498,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,001,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$609,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$721,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$721,784
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$105
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$399,505
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	$63,186
Employer contributions (assets) at end of year	2010-12-31	$63,186
Employer contributions (assets) at beginning of year	2010-12-31	$57,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$345,390
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	PUGH & COMPANY, P.C.
Accountancy firm EIN	2010-12-31	621142155

Form 5500 Responses for TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN

2014: TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN 2011 form 5500 responses
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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: TED RUSSELL FORD, INC. 401(K) RETIREMENT PLAN 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TED RUSSELL FORD, INC.
Employer identification number (EIN):	621310718
NAIC Classification:	441110
NAIC Description:	New Car Dealers