401k Plan data: JERRY DAMSON, INC. 401(K) PLAN plan

JERRY DAMSON, INC. 401(K) PLAN 401k Plan overview

Plan Name	JERRY DAMSON, INC. 401(K) PLAN
Plan identification number	002

JERRY DAMSON, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

JERRY DAMSON INC has sponsored the creation of one or more 401k plans.

Company Name: JERRY DAMSON INC

Employer identification number (EIN): 630503080

NAIC Classification: 441110
NAIC Description: New Car Dealers

Additional information about JERRY DAMSON INC

Jurisdiction of Incorporation: Alabama Secretary of State

Incorporation Date: 1964-02-17

Company Identification Number: 011-168

Legal Registered Office Address: 2200 BOB WALLACE AVE HUNTSVILLE,

United States of America (USA)
35805

More information about JERRY DAMSON INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JERRY DAMSON, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2019-01-01
002 2018-01-01
002 2017-01-01 KATHY FLOYD KATHY FLOYD 2018-07-31
002 2016-01-01 KATHY FLOYD KATHY FLOYD 2017-07-31
002 2015-01-01 KATHY FLOYD KATHY FLOYD 2016-08-17
002 2014-01-01 KATHY FLOYD KATHY FLOYD 2015-10-13
002 2013-01-01 KATHY FLOYD KATHY FLOYD 2014-07-30
002 2012-01-01 KATHY FLOYD
002 2011-01-01 KATHY FLOYD
002 2010-01-01 KIMBERLY H. HUBBARD, CPA
002 2009-01-01 KIMBERLY H. HUBBARD, CPA

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2019-01-01
002	2018-01-01
002	2017-01-01	KATHY FLOYD	KATHY FLOYD	2018-07-31
002	2016-01-01	KATHY FLOYD	KATHY FLOYD	2017-07-31
002	2015-01-01	KATHY FLOYD	KATHY FLOYD	2016-08-17
002	2014-01-01	KATHY FLOYD	KATHY FLOYD	2015-10-13
002	2013-01-01	KATHY FLOYD	KATHY FLOYD	2014-07-30
002	2012-01-01	KATHY FLOYD
002	2011-01-01	KATHY FLOYD
002	2010-01-01	KIMBERLY H. HUBBARD, CPA
002	2009-01-01	KIMBERLY H. HUBBARD, CPA

Plan Statistics for JERRY DAMSON, INC. 401(K) PLAN

401k plan membership statisitcs for JERRY DAMSON, INC. 401(K) PLAN

Measure Date Value
2019: JERRY DAMSON, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 303
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 292
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 24
Total of all active and inactive participants 2019-01-01 316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 316
Number of participants with account balances 2019-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 11
2018: JERRY DAMSON, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 297
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 278
Number of other retired or separated participants entitled to future benefits 2018-01-01 42
Total of all active and inactive participants 2018-01-01 320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 320
Number of participants with account balances 2018-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 14
2017: JERRY DAMSON, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 271
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 27
Total of all active and inactive participants 2017-01-01 298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 298
Number of participants with account balances 2017-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: JERRY DAMSON, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 359
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 257
Number of other retired or separated participants entitled to future benefits 2016-01-01 27
Total of all active and inactive participants 2016-01-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 284
Number of participants with account balances 2016-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 9
2015: JERRY DAMSON, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 409
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 231
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 132
Total of all active and inactive participants 2015-01-01 363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 363
Number of participants with account balances 2015-01-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 17
2014: JERRY DAMSON, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 383
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 349
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 92
Total of all active and inactive participants 2014-01-01 441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 441
Number of participants with account balances 2014-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 5
2013: JERRY DAMSON, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 383
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 307
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 85
Total of all active and inactive participants 2013-01-01 392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 392
Number of participants with account balances 2013-01-01 250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: JERRY DAMSON, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 347
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 282
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 13
Total of all active and inactive participants 2012-01-01 295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 295
Number of participants with account balances 2012-01-01 232
2011: JERRY DAMSON, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 372
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 282
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 76
Total of all active and inactive participants 2011-01-01 358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 358
Number of participants with account balances 2011-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2010: JERRY DAMSON, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 338
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 297
Number of retired or separated participants receiving benefits 2010-01-01 7
Number of other retired or separated participants entitled to future benefits 2010-01-01 68
Total of all active and inactive participants 2010-01-01 372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 372
Number of participants with account balances 2010-01-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 4
2009: JERRY DAMSON, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 355
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 270
Number of retired or separated participants receiving benefits 2009-01-01 7
Number of other retired or separated participants entitled to future benefits 2009-01-01 61
Total of all active and inactive participants 2009-01-01 338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 338
Number of participants with account balances 2009-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2019: JERRY DAMSON, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	303
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	292
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	24
Total of all active and inactive participants	2019-01-01	316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	316
Number of participants with account balances	2019-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	11
2018: JERRY DAMSON, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	297
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	278
Number of other retired or separated participants entitled to future benefits	2018-01-01	42
Total of all active and inactive participants	2018-01-01	320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	320
Number of participants with account balances	2018-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	14
2017: JERRY DAMSON, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	271
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	27
Total of all active and inactive participants	2017-01-01	298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	298
Number of participants with account balances	2017-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: JERRY DAMSON, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	359
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	257
Number of other retired or separated participants entitled to future benefits	2016-01-01	27
Total of all active and inactive participants	2016-01-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	284
Number of participants with account balances	2016-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	9
2015: JERRY DAMSON, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	409
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	231
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	132
Total of all active and inactive participants	2015-01-01	363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	363
Number of participants with account balances	2015-01-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	17
2014: JERRY DAMSON, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	383
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	349
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	92
Total of all active and inactive participants	2014-01-01	441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	441
Number of participants with account balances	2014-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	5
2013: JERRY DAMSON, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	383
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	307
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	85
Total of all active and inactive participants	2013-01-01	392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	392
Number of participants with account balances	2013-01-01	250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: JERRY DAMSON, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	347
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	282
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	13
Total of all active and inactive participants	2012-01-01	295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	295
Number of participants with account balances	2012-01-01	232
2011: JERRY DAMSON, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	372
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	282
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	76
Total of all active and inactive participants	2011-01-01	358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	358
Number of participants with account balances	2011-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2010: JERRY DAMSON, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	338
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	297
Number of retired or separated participants receiving benefits	2010-01-01	7
Number of other retired or separated participants entitled to future benefits	2010-01-01	68
Total of all active and inactive participants	2010-01-01	372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	372
Number of participants with account balances	2010-01-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	4
2009: JERRY DAMSON, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	355
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	270
Number of retired or separated participants receiving benefits	2009-01-01	7
Number of other retired or separated participants entitled to future benefits	2009-01-01	61
Total of all active and inactive participants	2009-01-01	338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	338
Number of participants with account balances	2009-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on JERRY DAMSON, INC. 401(K) PLAN

Measure	Date	Value
2019 : JERRY DAMSON, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,552,232
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,429,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,352,610
Value of total corrective distributions	2019-12-31	$32,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$884,657
Value of total assets at end of year	2019-12-31	$15,125,662
Value of total assets at beginning of year	2019-12-31	$13,002,759
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$43,805
Total interest from all sources	2019-12-31	$15,557
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$671,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$671,818
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$711,418
Participant contributions at beginning of year	2019-12-31	$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	2019-12-31	No
Value of net income/loss	2019-12-31	$2,122,903
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,125,662
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,002,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$14,482,388
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$11,564,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$643,266
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,438,171
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,438,171
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$15,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,980,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$173,239
Employer contributions (assets) at end of year	2019-12-31	$8
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,352,610
Contract administrator fees	2019-12-31	$43,805
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2019-12-31	560747981
2018 : JERRY DAMSON, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$346,611
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$493,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$443,320
Value of total corrective distributions	2018-12-31	$35,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$924,351
Value of total assets at end of year	2018-12-31	$13,002,759
Value of total assets at beginning of year	2018-12-31	$13,149,477
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$14,641
Total interest from all sources	2018-12-31	$19,782
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$776,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$776,842
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$685,761
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$2,089
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$63,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-146,718
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$13,002,759
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$13,149,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$11,564,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$11,768,127
Interest on participant loans	2018-12-31	$22
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,438,171
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,379,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,379,261
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$19,760
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,374,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$175,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$443,320
Contract administrator fees	2018-12-31	$14,641
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	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2018-12-31	560747981
2017 : JERRY DAMSON, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,641,347
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$448,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$444,201
Value of total corrective distributions	2017-12-31	$3,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$811,369
Value of total assets at end of year	2017-12-31	$13,149,477
Value of total assets at beginning of year	2017-12-31	$10,956,403
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$928
Total interest from all sources	2017-12-31	$706
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$511,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$511,413
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$658,405
Participant contributions at end of year	2017-12-31	$2,089
Participant contributions at beginning of year	2017-12-31	$32,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,193,074
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$13,149,477
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,956,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$11,768,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,997,050
Interest on participant loans	2017-12-31	$706
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,379,261
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,926,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,926,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,317,859
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$152,964
Employer contributions (assets) at beginning of year	2017-12-31	$236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$444,201
Contract administrator fees	2017-12-31	$928
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2017-12-31	560747981
2016 : JERRY DAMSON, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,363,670
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,234,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,231,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$763,705
Value of total assets at end of year	2016-12-31	$10,956,403
Value of total assets at beginning of year	2016-12-31	$10,827,693
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,503
Total interest from all sources	2016-12-31	$2,284
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$364,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$364,905
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$599,679
Participant contributions at end of year	2016-12-31	$32,299
Participant contributions at beginning of year	2016-12-31	$79,719
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$6,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$128,710
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,956,403
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,827,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$8,997,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$8,717,223
Interest on participant loans	2016-12-31	$2,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,926,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$2,029,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$2,029,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$232,776
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$157,051
Employer contributions (assets) at end of year	2016-12-31	$236
Employer contributions (assets) at beginning of year	2016-12-31	$842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,231,457
Contract administrator fees	2016-12-31	$3,503
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2016-12-31	560747981
2015 : JERRY DAMSON, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$829,345
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$826,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$815,272
Expenses. Certain deemed distributions of participant loans	2015-12-31	$4,681
Value of total corrective distributions	2015-12-31	$4,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$801,553
Value of total assets at end of year	2015-12-31	$10,827,693
Value of total assets at beginning of year	2015-12-31	$10,824,777
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,750
Total interest from all sources	2015-12-31	$4,841
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$530,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$530,395
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$638,218
Participant contributions at end of year	2015-12-31	$79,719
Participant contributions at beginning of year	2015-12-31	$147,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$2,916
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,827,693
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$10,824,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$8,717,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,782,415
Interest on participant loans	2015-12-31	$4,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$2,029,909
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$895,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$895,037
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-507,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$163,335
Employer contributions (assets) at end of year	2015-12-31	$842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$815,272
Contract administrator fees	2015-12-31	$1,750
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2015-12-31	560747981
2014 : JERRY DAMSON, INC. 401(K) 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,387,628
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$224,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$210,266
Expenses. Certain deemed distributions of participant loans	2014-12-31	$1,857
Value of total corrective distributions	2014-12-31	$10,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$818,212
Value of total assets at end of year	2014-12-31	$10,824,777
Value of total assets at beginning of year	2014-12-31	$9,661,352
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,625
Total interest from all sources	2014-12-31	$8,207
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$545,694
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	$545,694
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$653,122
Participant contributions at end of year	2014-12-31	$147,325
Participant contributions at beginning of year	2014-12-31	$237,512
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	$1,163,425
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$10,824,777
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,661,352
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$9,782,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,505,081
Interest on participant loans	2014-12-31	$8,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$895,037
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$918,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$918,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$15,515
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	$165,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$210,266
Contract administrator fees	2014-12-31	$1,625
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	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2014-12-31	560747981
2013 : JERRY DAMSON, INC. 401(K) 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,356,073
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$358,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$345,050
Value of total corrective distributions	2013-12-31	$11,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$779,589
Value of total assets at end of year	2013-12-31	$9,661,352
Value of total assets at beginning of year	2013-12-31	$7,664,223
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,265
Total interest from all sources	2013-12-31	$10,574
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$333,581
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	$333,581
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$622,533
Participant contributions at end of year	2013-12-31	$237,512
Participant contributions at beginning of year	2013-12-31	$232,198
Participant contributions at beginning of year	2013-12-31	$5
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$2,062
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	$1,997,129
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,661,352
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,664,223
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	$8,505,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$6,568,009
Interest on participant loans	2013-12-31	$10,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$918,759
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$864,011
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$864,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,232,329
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	$154,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$345,050
Contract administrator fees	2013-12-31	$2,265
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	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2013-12-31	560747981
2012 : JERRY DAMSON, INC. 401(K) 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,639,138
Total loss/gain on sale of assets	2012-12-31	$31
Total of all expenses incurred	2012-12-31	$450,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$444,792
Expenses. Certain deemed distributions of participant loans	2012-12-31	$3,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$667,957
Value of total assets at end of year	2012-12-31	$7,664,223
Value of total assets at beginning of year	2012-12-31	$6,475,249
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,130
Total interest from all sources	2012-12-31	$7,867
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$158,299
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	$158,299
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$533,572
Participant contributions at end of year	2012-12-31	$232,198
Participant contributions at beginning of year	2012-12-31	$194,024
Participant contributions at end of year	2012-12-31	$5
Participant contributions at beginning of year	2012-12-31	$4,804
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$2,015
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	$1,188,974
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,664,223
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,475,249
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	$6,568,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,045,050
Income. Interest from loans (other than to participants)	2012-12-31	$7,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$864,011
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$230,107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$230,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$804,984
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	$132,370
Employer contributions (assets) at end of year	2012-12-31	$0
Employer contributions (assets) at beginning of year	2012-12-31	$1,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$444,792
Contract administrator fees	2012-12-31	$2,130
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
Aggregate proceeds on sale of assets	2012-12-31	$31
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	DIXON HUGHES GOODMAN, LLP
Accountancy firm EIN	2012-12-31	560747981
2011 : JERRY DAMSON, INC. 401(K) 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	$0
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	$430,504
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$143,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$143,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$562,607
Value of total assets at end of year	2011-12-31	$6,475,249
Value of total assets at beginning of year	2011-12-31	$6,188,686
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$908
Total interest from all sources	2011-12-31	$8,352
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$137,885
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	$137,885
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	$447,969
Participant contributions at end of year	2011-12-31	$194,024
Participant contributions at beginning of year	2011-12-31	$152,242
Participant contributions at end of year	2011-12-31	$4,804
Participant contributions at beginning of year	2011-12-31	$4,433
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	$286,563
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,475,249
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,188,686
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	$6,045,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,886,834
Income. Interest from loans (other than to participants)	2011-12-31	$8,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$230,107
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$143,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$143,955
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$97
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-278,340
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	$114,638
Employer contributions (assets) at end of year	2011-12-31	$1,264
Employer contributions (assets) at beginning of year	2011-12-31	$1,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$143,033
Contract administrator fees	2011-12-31	$908
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	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	WARREN AVERETT, LLC
Accountancy firm EIN	2011-12-31	454084437
2010 : JERRY DAMSON, INC. 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	$1,101,110
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$225,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$222,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$542,824
Value of total assets at end of year	2010-12-31	$6,188,686
Value of total assets at beginning of year	2010-12-31	$5,313,360
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$3,130
Total interest from all sources	2010-12-31	$8,634
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	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$429,326
Participant contributions at end of year	2010-12-31	$152,242
Participant contributions at beginning of year	2010-12-31	$155,535
Participant contributions at end of year	2010-12-31	$4,433
Participant contributions at beginning of year	2010-12-31	$4,547
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	$875,326
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,188,686
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,313,360
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	$5,886,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$5,020,363
Interest on participant loans	2010-12-31	$8,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$143,955
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$131,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$131,606
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$70
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$549,652
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	$113,498
Employer contributions (assets) at end of year	2010-12-31	$1,222
Employer contributions (assets) at beginning of year	2010-12-31	$1,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$222,654
Contract administrator fees	2010-12-31	$3,130
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	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	WARREN, AVERETT, KIMBROUGH & MARINO
Accountancy firm EIN	2010-12-31	631239864

Form 5500 Responses for JERRY DAMSON, INC. 401(K) PLAN

2019: JERRY DAMSON, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JERRY DAMSON, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JERRY DAMSON, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JERRY DAMSON, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JERRY DAMSON, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JERRY DAMSON, INC. 401(K) 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: JERRY DAMSON, INC. 401(K) 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: JERRY DAMSON, INC. 401(K) 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: JERRY DAMSON, INC. 401(K) 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
2010: JERRY DAMSON, INC. 401(K) PLAN 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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JERRY DAMSON, INC. 401(K) 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:	JERRY DAMSON INC
Employer identification number (EIN):	630503080
NAIC Classification:	441110
NAIC Description:	New Car Dealers

Jurisdiction of Incorporation:	Alabama Secretary of State
Incorporation Date:	1964-02-17
Company Identification Number:	011-168
Legal Registered Office Address:	2200 BOB WALLACE AVE HUNTSVILLE, United States of America (USA) 35805