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LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan NameLONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST
Plan identification number 001

LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

LONG-LEWIS OF THE SHOALS, INC. has sponsored the creation of one or more 401k plans.

Company Name:LONG-LEWIS OF THE SHOALS, INC.
Employer identification number (EIN):631171028
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01PAT HARDIN
0012016-01-01PAT HARDIN
0012015-01-01PAT HARDIN
0012014-01-01PAT HARDIN
0012013-01-01PAT HARDIN
0012012-01-01PAT HARDIN
0012011-01-01PAT HARDIN
0012009-01-01PAT HARDIN
0012009-01-01PAT HARDIN

Plan Statistics for LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01596
Total number of active participants reported on line 7a of the Form 55002022-01-01523
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0175
Total of all active and inactive participants2022-01-01598
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01598
Number of participants with account balances2022-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01563
Total number of active participants reported on line 7a of the Form 55002021-01-01468
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01102
Total of all active and inactive participants2021-01-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01570
Number of participants with account balances2021-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01519
Total number of active participants reported on line 7a of the Form 55002020-01-01469
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0175
Total of all active and inactive participants2020-01-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01544
Number of participants with account balances2020-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01378
Total number of active participants reported on line 7a of the Form 55002019-01-01329
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0160
Total of all active and inactive participants2019-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01389
Number of participants with account balances2019-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01360
Total number of active participants reported on line 7a of the Form 55002018-01-01293
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0152
Total of all active and inactive participants2018-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01345
Number of participants with account balances2018-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01342
Total number of active participants reported on line 7a of the Form 55002017-01-01295
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0149
Total of all active and inactive participants2017-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01344
Number of participants with account balances2017-01-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01308
Total number of active participants reported on line 7a of the Form 55002016-01-01283
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0143
Total of all active and inactive participants2016-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01326
Number of participants with account balances2016-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01299
Total number of active participants reported on line 7a of the Form 55002015-01-01255
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0138
Total of all active and inactive participants2015-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01293
Number of participants with account balances2015-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01255
Total number of active participants reported on line 7a of the Form 55002014-01-01259
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01293
Number of participants with account balances2014-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01214
Total number of active participants reported on line 7a of the Form 55002013-01-01216
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01243
Number of participants with account balances2013-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01206
Total number of active participants reported on line 7a of the Form 55002012-01-01181
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01205
Number of participants with account balances2012-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01169
Total number of active participants reported on line 7a of the Form 55002011-01-01153
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01173
Number of participants with account balances2011-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01196
Total number of active participants reported on line 7a of the Form 55002009-01-01169
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01193
Number of participants with account balances2009-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022 : LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$180
Total income from all sources (including contributions)2022-12-31$915,296
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$559,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$502,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,324,962
Value of total assets at end of year2022-12-31$8,608,510
Value of total assets at beginning of year2022-12-31$8,253,115
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$57,503
Total interest from all sources2022-12-31$9,351
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,368,354
Participant contributions at end of year2022-12-31$203,872
Participant contributions at beginning of year2022-12-31$184,906
Participant contributions at end of year2022-12-31$261
Participant contributions at beginning of year2022-12-31$494
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$887,971
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$180
Total non interest bearing cash at end of year2022-12-31$108
Total non interest bearing cash at beginning of year2022-12-31$441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$355,575
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,608,510
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,252,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$5,069
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$8,402,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,064,995
Interest on participant loans2022-12-31$9,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,419,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$68,637
Employer contributions (assets) at end of year2022-12-31$2,029
Employer contributions (assets) at beginning of year2022-12-31$2,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$502,218
Contract administrator fees2022-12-31$52,434
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HENDERSON HUTCHERSON & MCCULLOUGH P
Accountancy firm EIN2022-12-31621114363
2021 : LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$180
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$180
Total income from all sources (including contributions)2021-12-31$1,912,796
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$370,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$305,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,051,846
Value of total assets at end of year2021-12-31$8,253,115
Value of total assets at beginning of year2021-12-31$6,710,354
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$65,018
Total interest from all sources2021-12-31$10,569
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$9,350
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$997,470
Participant contributions at end of year2021-12-31$184,906
Participant contributions at beginning of year2021-12-31$218,358
Participant contributions at end of year2021-12-31$494
Participant contributions at beginning of year2021-12-31$189
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,164
Administrative expenses (other) incurred2021-12-31$54,195
Liabilities. Value of operating payables at end of year2021-12-31$180
Liabilities. Value of operating payables at beginning of year2021-12-31$180
Total non interest bearing cash at end of year2021-12-31$441
Total non interest bearing cash at beginning of year2021-12-31$8,299
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,542,761
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,252,935
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,710,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,473
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,064,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,483,482
Interest on participant loans2021-12-31$10,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$850,381
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$51,212
Employer contributions (assets) at end of year2021-12-31$2,279
Employer contributions (assets) at beginning of year2021-12-31$26
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$305,017
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31HENDERSON HUTCHERSON & MCCULLOUGH P
Accountancy firm EIN2021-12-31621114363
2020 : LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$180
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,188
Total income from all sources (including contributions)2020-12-31$1,556,785
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$96,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$53,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$689,093
Value of total assets at end of year2020-12-31$6,710,354
Value of total assets at beginning of year2020-12-31$5,253,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$42,665
Total interest from all sources2020-12-31$10,439
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$1,675
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$644,792
Participant contributions at end of year2020-12-31$218,358
Participant contributions at beginning of year2020-12-31$179,189
Participant contributions at end of year2020-12-31$189
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$21,277
Administrative expenses (other) incurred2020-12-31$39,918
Liabilities. Value of operating payables at end of year2020-12-31$180
Liabilities. Value of operating payables at beginning of year2020-12-31$3,188
Total non interest bearing cash at end of year2020-12-31$8,299
Total non interest bearing cash at beginning of year2020-12-31$4,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,460,245
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,710,174
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,249,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$1,072
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,483,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,069,078
Interest on participant loans2020-12-31$10,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$857,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$23,024
Employer contributions (assets) at end of year2020-12-31$26
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$53,875
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,188
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$3,188
Total liabilities at beginning 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$1,384,922
Total income from all sources (including contributions)2019-12-31$1,384,922
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$347,800
Total of all expenses incurred2019-12-31$347,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$309,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$309,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$464,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$464,258
Value of total assets at end of year2019-12-31$5,253,117
Value of total assets at end of year2019-12-31$5,253,117
Value of total assets at beginning of year2019-12-31$4,212,807
Value of total assets at beginning of year2019-12-31$4,212,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,472
Total interest from all sources2019-12-31$10,726
Total interest from all sources2019-12-31$10,726
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$2,425
Administrative expenses professional fees incurred2019-12-31$2,425
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$432,900
Contributions received from participants2019-12-31$432,900
Participant contributions at end of year2019-12-31$179,189
Participant contributions at end of year2019-12-31$179,189
Participant contributions at beginning of year2019-12-31$199,156
Participant contributions at beginning of year2019-12-31$199,156
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$-115
Participant contributions at beginning of year2019-12-31$-115
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$11,029
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$11,029
Administrative expenses (other) incurred2019-12-31$35,115
Administrative expenses (other) incurred2019-12-31$35,115
Liabilities. Value of operating payables at end of year2019-12-31$3,188
Liabilities. Value of operating payables at end of year2019-12-31$3,188
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$4,850
Total non interest bearing cash at end of year2019-12-31$4,850
Total non interest bearing cash at beginning of year2019-12-31$1,418
Total non interest bearing cash at beginning of year2019-12-31$1,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,037,122
Value of net income/loss2019-12-31$1,037,122
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,249,929
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,249,929
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,212,807
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,212,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$932
Investment advisory and management fees2019-12-31$932
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,069,078
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,069,078
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,014,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,014,152
Interest on participant loans2019-12-31$10,726
Interest on participant loans2019-12-31$10,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$909,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$909,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$20,329
Contributions received in cash from employer2019-12-31$20,329
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$-1,804
Employer contributions (assets) at beginning of year2019-12-31$-1,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$309,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$309,328
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
Accountancy firm EIN2019-12-31560747981
2018 : LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$176,168
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$164,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$110,844
Value of total corrective distributions2018-12-31$19,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$434,686
Value of total assets at end of year2018-12-31$4,212,807
Value of total assets at beginning of year2018-12-31$4,201,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$34,251
Total interest from all sources2018-12-31$7,127
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$2,475
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$422,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$414,455
Participant contributions at end of year2018-12-31$199,156
Participant contributions at beginning of year2018-12-31$123,254
Participant contributions at end of year2018-12-31$-115
Participant contributions at beginning of year2018-12-31$269
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$5,247
Administrative expenses (other) incurred2018-12-31$30,932
Total non interest bearing cash at end of year2018-12-31$1,418
Total non interest bearing cash at beginning of year2018-12-31$675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$11,788
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,212,807
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,201,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$844
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,014,152
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,079,127
Interest on participant loans2018-12-31$7,127
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-265,645
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$14,984
Employer contributions (assets) at end of year2018-12-31$-1,804
Employer contributions (assets) at beginning of year2018-12-31$-2,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$110,844
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31STACK & BLAIR, LLC
Accountancy firm EIN2018-12-31453024738
2017 : LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$1,075,459
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$359,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$328,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$455,728
Value of total assets at end of year2017-12-31$4,201,019
Value of total assets at beginning of year2017-12-31$3,485,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,912
Total interest from all sources2017-12-31$5,537
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$1,925
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$421,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$435,690
Participant contributions at end of year2017-12-31$123,254
Participant contributions at beginning of year2017-12-31$145,286
Participant contributions at end of year2017-12-31$269
Participant contributions at beginning of year2017-12-31$-588
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$561
Administrative expenses (other) incurred2017-12-31$29,227
Total non interest bearing cash at end of year2017-12-31$675
Total non interest bearing cash at beginning of year2017-12-31$676
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$715,519
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,201,019
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,485,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$760
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,079,127
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,342,392
Interest on participant loans2017-12-31$5,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$614,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$19,477
Employer contributions (assets) at end of year2017-12-31$-2,306
Employer contributions (assets) at beginning of year2017-12-31$-2,266
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$328,028
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31STACK & BLAIR, LLC
Accountancy firm EIN2017-12-31453024738
2016 : LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$616,340
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$107,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$72,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$335,916
Value of total assets at end of year2016-12-31$3,485,500
Value of total assets at beginning of year2016-12-31$2,976,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$35,502
Total interest from all sources2016-12-31$5,191
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$350,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$321,882
Participant contributions at end of year2016-12-31$145,286
Participant contributions at beginning of year2016-12-31$90,904
Participant contributions at end of year2016-12-31$-588
Participant contributions at beginning of year2016-12-31$-75
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$332
Administrative expenses (other) incurred2016-12-31$48
Total non interest bearing cash at end of year2016-12-31$676
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$508,688
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,485,500
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,976,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$25,661
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,342,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,441,813
Interest on participant loans2016-12-31$5,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$444,203
Net investment gain/loss from pooled separate accounts2016-12-31$275,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$13,702
Employer contributions (assets) at end of year2016-12-31$-2,266
Employer contributions (assets) at beginning of year2016-12-31$-33
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$72,150
Contract administrator fees2016-12-31$9,793
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31STACK & BLAIR, LLC
Accountancy firm EIN2016-12-31453024738
2015 : LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$208,799
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$235,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$211,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$312,381
Value of total assets at end of year2015-12-31$2,976,812
Value of total assets at beginning of year2015-12-31$3,003,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$24,440
Total interest from all sources2015-12-31$4,169
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$310,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$286,208
Participant contributions at end of year2015-12-31$90,904
Participant contributions at beginning of year2015-12-31$117,567
Participant contributions at end of year2015-12-31$-75
Participant contributions at beginning of year2015-12-31$1,687
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$13,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-26,992
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,976,812
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,003,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$21,930
Value of interest in pooled separate accounts at end of year2015-12-31$2,441,813
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,472,376
Income. Interest from loans (other than to participants)2015-12-31$4,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$444,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$412,114
Net investment gain/loss from pooled separate accounts2015-12-31$-107,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$12,455
Employer contributions (assets) at end of year2015-12-31$-33
Employer contributions (assets) at beginning of year2015-12-31$60
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$211,351
Contract administrator fees2015-12-31$2,510
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31STACK & BLAIR, LLC
Accountancy firm EIN2015-12-31453024738
2014 : LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$308,613
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$324,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$292,687
Value of total corrective distributions2014-12-31$5,784
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$281,347
Value of total assets at end of year2014-12-31$3,003,804
Value of total assets at beginning of year2014-12-31$3,019,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$25,654
Total interest from all sources2014-12-31$4,954
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$305,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$255,790
Participant contributions at end of year2014-12-31$117,567
Participant contributions at beginning of year2014-12-31$113,589
Participant contributions at end of year2014-12-31$1,687
Participant contributions at beginning of year2014-12-31$5,020
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$13,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-15,512
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,003,804
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,019,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$23,228
Value of interest in pooled separate accounts at end of year2014-12-31$2,472,376
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,528,539
Interest on participant loans2014-12-31$4,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$412,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$371,928
Net investment gain/loss from pooled separate accounts2014-12-31$22,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$11,599
Employer contributions (assets) at end of year2014-12-31$60
Employer contributions (assets) at beginning of year2014-12-31$240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$292,687
Contract administrator fees2014-12-31$2,426
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31STACK & BLAIR, LLC
Accountancy firm EIN2014-12-31453024738
2013 : LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$606,813
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$76,898
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$38,341
Value of total corrective distributions2013-12-31$16,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$220,690
Value of total assets at end of year2013-12-31$3,019,316
Value of total assets at beginning of year2013-12-31$2,489,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$22,363
Total interest from all sources2013-12-31$3,859
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$305,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$210,619
Participant contributions at end of year2013-12-31$113,589
Participant contributions at beginning of year2013-12-31$79,911
Participant contributions at end of year2013-12-31$5,020
Participant contributions at beginning of year2013-12-31$5,109
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$529,915
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,019,316
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,489,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$20,543
Value of interest in pooled separate accounts at end of year2013-12-31$2,528,539
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,054,436
Interest on participant loans2013-12-31$3,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$371,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$349,695
Net investment gain/loss from pooled separate accounts2013-12-31$382,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$10,065
Employer contributions (assets) at end of year2013-12-31$240
Employer contributions (assets) at beginning of year2013-12-31$250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$38,341
Contract administrator fees2013-12-31$1,820
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31STACK & BLAIR, LLC
Accountancy firm EIN2013-12-31453024738
2012 : LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$546,340
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$40,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$16,740
Value of total corrective distributions2012-12-31$1,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$320,706
Value of total assets at end of year2012-12-31$2,489,401
Value of total assets at beginning of year2012-12-31$1,983,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,209
Total interest from all sources2012-12-31$2,814
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$233,389
Participant contributions at end of year2012-12-31$79,911
Participant contributions at beginning of year2012-12-31$61,755
Participant contributions at end of year2012-12-31$5,109
Participant contributions at beginning of year2012-12-31$5,075
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$77,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$505,910
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,489,401
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,983,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$20,544
Value of interest in pooled separate accounts at end of year2012-12-31$2,054,436
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,831,713
Interest on participant loans2012-12-31$2,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$349,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$84,694
Net investment gain/loss from pooled separate accounts2012-12-31$222,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$10,176
Employer contributions (assets) at end of year2012-12-31$250
Employer contributions (assets) at beginning of year2012-12-31$254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$16,740
Contract administrator fees2012-12-31$1,665
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31STACK & BLAIR, LLC
Accountancy firm EIN2012-12-31453024738
2011 : LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$92,610
Total of all expenses incurred2011-12-31$56,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$33,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$201,585
Value of total assets at end of year2011-12-31$1,983,491
Value of total assets at beginning of year2011-12-31$1,947,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$23,206
Total interest from all sources2011-12-31$2,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$200,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$192,913
Participant contributions at end of year2011-12-31$61,755
Participant contributions at beginning of year2011-12-31$68,061
Participant contributions at end of year2011-12-31$5,075
Participant contributions at beginning of year2011-12-31$2,592
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$35,875
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,983,491
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,947,616
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$21,366
Value of interest in pooled separate accounts at end of year2011-12-31$1,831,713
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,849,373
Interest on participant loans2011-12-31$2,936
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$84,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$27,466
Net investment gain/loss from pooled separate accounts2011-12-31$-111,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$8,672
Employer contributions (assets) at end of year2011-12-31$254
Employer contributions (assets) at beginning of year2011-12-31$124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$33,529
Contract administrator fees2011-12-31$1,840
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31STACK & BLAIR, LLC
Accountancy firm EIN2011-12-31453024738
2010 : LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$371,325
Total of all expenses incurred2010-12-31$278,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$267,435
Expenses. Certain deemed distributions of participant loans2010-12-31$10,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$187,083
Value of total assets at end of year2010-12-31$1,947,616
Value of total assets at beginning of year2010-12-31$1,854,330
Total interest from all sources2010-12-31$4,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$179,060
Participant contributions at end of year2010-12-31$68,061
Participant contributions at beginning of year2010-12-31$118,271
Participant contributions at end of year2010-12-31$2,592
Participant contributions at beginning of year2010-12-31$4,152
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$-18
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$93,286
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,947,616
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,854,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$1,849,373
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,689,959
Interest on participant loans2010-12-31$4,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$27,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$41,744
Net investment gain/loss from pooled separate accounts2010-12-31$179,685
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$8,041
Employer contributions (assets) at end of year2010-12-31$124
Employer contributions (assets) at beginning of year2010-12-31$204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$267,435
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31STACK & BLAIR, LLC
Accountancy firm EIN2010-12-31453024738

Form 5500 Responses for LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST

2022: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LONG LEWIS FORD OF THE SHOALS, INC. 401(K) PROFIT SHARING PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number126766
Policy instance 1
Insurance contract or identification number126766
Number of Individuals Covered310
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $17,740
Total amount of fees paid to insurance companyUSD $4,116
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,649
Insurance broker organization code?3
Amount paid for insurance broker fees4116
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number126766
Policy instance 1
Insurance contract or identification number126766
Number of Individuals Covered339
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $18,132
Total amount of fees paid to insurance companyUSD $9,350
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,132
Insurance broker organization code?3
Amount paid for insurance broker fees9350
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number126766
Policy instance 1
Insurance contract or identification number126766
Number of Individuals Covered275
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $13,131
Total amount of fees paid to insurance companyUSD $1,675
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,131
Insurance broker organization code?3
Amount paid for insurance broker fees1675
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number126766
Policy instance 1
Insurance contract or identification number126766
Number of Individuals Covered199
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $11,471
Total amount of fees paid to insurance companyUSD $2,427
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,471
Insurance broker organization code?3
Amount paid for insurance broker fees2427
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number126766
Policy instance 1
Insurance contract or identification number126766
Number of Individuals Covered189
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $10,598
Total amount of fees paid to insurance companyUSD $2,475
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,598
Insurance broker organization code?3
Amount paid for insurance broker fees2475
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number126766
Policy instance 1
Insurance contract or identification number126766
Number of Individuals Covered186
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $9,363
Total amount of fees paid to insurance companyUSD $10,910
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees10910
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $9,363
Insurance broker nameAXA NETWORK LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP35161
Policy instance 1
Insurance contract or identification numberGP35161
Number of Individuals Covered142
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,079
Total amount of fees paid to insurance companyUSD $30
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,079
Amount paid for insurance broker fees30
Additional information about fees paid to insurance brokerNON-MONETARY COMP TO SALES REP
Insurance broker organization code?4
Insurance broker nameAXA NETWORK LLC
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP35161
Policy instance 1
Insurance contract or identification numberGP35161
Number of Individuals Covered142
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,468
Total amount of fees paid to insurance companyUSD $981
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,468
Amount paid for insurance broker fees36
Additional information about fees paid to insurance brokerNON-MONETARY COMP TO SALES REP
Insurance broker organization code?4
Insurance broker nameAVINTUS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP35161
Policy instance 1
Insurance contract or identification numberGP35161
Number of Individuals Covered131
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,835
Total amount of fees paid to insurance companyUSD $1,612
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,835
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerNON-MONETARY COMP TO SALES REP
Insurance broker organization code?4
Insurance broker nameAVINTUS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP35161
Policy instance 1
Insurance contract or identification numberGP35161
Number of Individuals Covered116
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,351
Total amount of fees paid to insurance companyUSD $1,310
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,351
Amount paid for insurance broker fees26
Additional information about fees paid to insurance brokerNON-MONETARY COMP TO SALES REP
Insurance broker organization code?4
Insurance broker nameAVINTUS
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP35161
Policy instance 1
Insurance contract or identification numberGP35161
Number of Individuals Covered95
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,850
Total amount of fees paid to insurance companyUSD $1,305
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberGP35161
Policy instance 1
Insurance contract or identification numberGP35161
Number of Individuals Covered95
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,365
Total amount of fees paid to insurance companyUSD $1,911
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,365
Amount paid for insurance broker fees20
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION TO SALES REP
Insurance broker organization code?4
Insurance broker nameMIDSOUTH CONSULTING GROUP

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