401k Plan data: UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN plan

UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 401k Plan overview

Plan Name	UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN
Plan identification number	001

UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

UNIVERSITY MOTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name: UNIVERSITY MOTORS, INC.

Employer identification number (EIN): 742204863

NAIC Classification: 441110
NAIC Description: New Car Dealers

Additional information about UNIVERSITY MOTORS, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 1986-06-19

Company Identification Number: 3698586

Legal Registered Office Address: 123 NW 7TH STREET

CORVALLIS
United States of America (USA)
97330

More information about UNIVERSITY MOTORS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-10-01
001 2020-10-01
001 2019-10-01
001 2018-10-01
001 2017-10-01
001 2016-10-01 RONALD D. THEIS RONALD D. THEIS 2018-03-07
001 2015-10-01 RONALD D. THEIS RONALD D. THEIS 2017-02-10
001 2014-10-01 RONALD D. THEIS RONALD D. THEIS 2015-12-03
001 2013-10-01 RONALD D. THEIS RONALD D. THEIS 2014-12-02
001 2012-10-01 RONALD D. THEIS RONALD D. THEIS 2013-11-07
001 2011-10-01 RONALD D. THEIS RONALD D. THEIS 2012-10-16
001 2009-10-01 RONALD D. THEIS RONALD D. THEIS 2010-10-25

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-10-01
001	2020-10-01
001	2019-10-01
001	2018-10-01
001	2017-10-01
001	2016-10-01	RONALD D. THEIS	RONALD D. THEIS	2018-03-07
001	2015-10-01	RONALD D. THEIS	RONALD D. THEIS	2017-02-10
001	2014-10-01	RONALD D. THEIS	RONALD D. THEIS	2015-12-03
001	2013-10-01	RONALD D. THEIS	RONALD D. THEIS	2014-12-02
001	2012-10-01	RONALD D. THEIS	RONALD D. THEIS	2013-11-07
001	2011-10-01	RONALD D. THEIS	RONALD D. THEIS	2012-10-16
001	2009-10-01	RONALD D. THEIS	RONALD D. THEIS	2010-10-25

Plan Statistics for UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN

401k plan membership statisitcs for UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN

Measure Date Value
2016: UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-10-01 12
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 26
Number of retired or separated participants receiving benefits 2016-10-01 1
Number of other retired or separated participants entitled to future benefits 2016-10-01 1
Total of all active and inactive participants 2016-10-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 0
Total participants 2016-10-01 28
Number of participants with account balances 2016-10-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 0
2015: UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-10-01 12
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 9
Number of retired or separated participants receiving benefits 2015-10-01 1
Number of other retired or separated participants entitled to future benefits 2015-10-01 2
Total of all active and inactive participants 2015-10-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 0
Total participants 2015-10-01 12
Number of participants with account balances 2015-10-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-10-01 16
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 8
Number of retired or separated participants receiving benefits 2014-10-01 1
Number of other retired or separated participants entitled to future benefits 2014-10-01 3
Total of all active and inactive participants 2014-10-01 12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 0
Total participants 2014-10-01 12
Number of participants with account balances 2014-10-01 12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-10-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 11
Number of retired or separated participants receiving benefits 2013-10-01 2
Number of other retired or separated participants entitled to future benefits 2013-10-01 3
Total of all active and inactive participants 2013-10-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 0
Total participants 2013-10-01 16
Number of participants with account balances 2013-10-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-10-01 18
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 13
Number of retired or separated participants receiving benefits 2012-10-01 2
Number of other retired or separated participants entitled to future benefits 2012-10-01 2
Total of all active and inactive participants 2012-10-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 0
Total participants 2012-10-01 17
Number of participants with account balances 2012-10-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-10-01 20
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 13
Number of retired or separated participants receiving benefits 2011-10-01 1
Number of other retired or separated participants entitled to future benefits 2011-10-01 3
Total of all active and inactive participants 2011-10-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 0
Total participants 2011-10-01 17
Number of participants with account balances 2011-10-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-10-01 0
2009: UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-10-01 25
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 17
Number of retired or separated participants receiving benefits 2009-10-01 0
Number of other retired or separated participants entitled to future benefits 2009-10-01 5
Total of all active and inactive participants 2009-10-01 22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 0
Total participants 2009-10-01 22
Number of participants with account balances 2009-10-01 22

Measure	Date	Value
2016: UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-10-01	12
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	26
Number of retired or separated participants receiving benefits	2016-10-01	1
Number of other retired or separated participants entitled to future benefits	2016-10-01	1
Total of all active and inactive participants	2016-10-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	0
Total participants	2016-10-01	28
Number of participants with account balances	2016-10-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	0
2015: UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-10-01	12
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	9
Number of retired or separated participants receiving benefits	2015-10-01	1
Number of other retired or separated participants entitled to future benefits	2015-10-01	2
Total of all active and inactive participants	2015-10-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	0
Total participants	2015-10-01	12
Number of participants with account balances	2015-10-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-10-01	16
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	8
Number of retired or separated participants receiving benefits	2014-10-01	1
Number of other retired or separated participants entitled to future benefits	2014-10-01	3
Total of all active and inactive participants	2014-10-01	12
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	0
Total participants	2014-10-01	12
Number of participants with account balances	2014-10-01	12
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-10-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	11
Number of retired or separated participants receiving benefits	2013-10-01	2
Number of other retired or separated participants entitled to future benefits	2013-10-01	3
Total of all active and inactive participants	2013-10-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	0
Total participants	2013-10-01	16
Number of participants with account balances	2013-10-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-10-01	18
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	13
Number of retired or separated participants receiving benefits	2012-10-01	2
Number of other retired or separated participants entitled to future benefits	2012-10-01	2
Total of all active and inactive participants	2012-10-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	0
Total participants	2012-10-01	17
Number of participants with account balances	2012-10-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-10-01	20
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	13
Number of retired or separated participants receiving benefits	2011-10-01	1
Number of other retired or separated participants entitled to future benefits	2011-10-01	3
Total of all active and inactive participants	2011-10-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	0
Total participants	2011-10-01	17
Number of participants with account balances	2011-10-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-10-01	0
2009: UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-10-01	25
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	17
Number of retired or separated participants receiving benefits	2009-10-01	0
Number of other retired or separated participants entitled to future benefits	2009-10-01	5
Total of all active and inactive participants	2009-10-01	22
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	0
Total participants	2009-10-01	22
Number of participants with account balances	2009-10-01	22

Financial Data on UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN

Measure	Date	Value
2017 : UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2017 401k financial data
Total income from all sources	2017-09-30	$206,096
Expenses. Total of all expenses incurred	2017-09-30	$120,075
Benefits paid (including direct rollovers)	2017-09-30	$120,075
Total plan assets at end of year	2017-09-30	$1,434,116
Total plan assets at beginning of year	2017-09-30	$1,348,095
Value of fidelity bond covering the plan	2017-09-30	$250,000
Total contributions received or receivable from participants	2017-09-30	$30,219
Other income received	2017-09-30	$175,877
Net income (gross income less expenses)	2017-09-30	$86,021
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$1,434,116
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$1,348,095
2016 : UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2016 401k financial data
Total income from all sources	2016-09-30	$213,410
Expenses. Total of all expenses incurred	2016-09-30	$6,313
Benefits paid (including direct rollovers)	2016-09-30	$6,313
Total plan assets at end of year	2016-09-30	$1,348,095
Total plan assets at beginning of year	2016-09-30	$1,140,998
Value of fidelity bond covering the plan	2016-09-30	$250,000
Total contributions received or receivable from participants	2016-09-30	$26,461
Other income received	2016-09-30	$186,949
Net income (gross income less expenses)	2016-09-30	$207,097
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$1,348,095
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$1,140,998
2015 : UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2015 401k financial data
Total income from all sources	2015-09-30	$-40,576
Expenses. Total of all expenses incurred	2015-09-30	$301,962
Benefits paid (including direct rollovers)	2015-09-30	$301,962
Total plan assets at end of year	2015-09-30	$1,140,998
Total plan assets at beginning of year	2015-09-30	$1,483,536
Value of fidelity bond covering the plan	2015-09-30	$250,000
Total contributions received or receivable from participants	2015-09-30	$36,307
Other income received	2015-09-30	$-76,883
Net income (gross income less expenses)	2015-09-30	$-342,538
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$1,140,998
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$1,483,536
2014 : UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2014 401k financial data
Total income from all sources	2014-09-30	$212,163
Expenses. Total of all expenses incurred	2014-09-30	$7,439
Benefits paid (including direct rollovers)	2014-09-30	$7,439
Total plan assets at end of year	2014-09-30	$1,483,536
Total plan assets at beginning of year	2014-09-30	$1,278,812
Value of fidelity bond covering the plan	2014-09-30	$250,000
Total contributions received or receivable from participants	2014-09-30	$33,582
Other income received	2014-09-30	$178,581
Net income (gross income less expenses)	2014-09-30	$204,724
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$1,483,536
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$1,278,812
2013 : UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2013 401k financial data
Total income from all sources	2013-09-30	$223,991
Expenses. Total of all expenses incurred	2013-09-30	$84,576
Benefits paid (including direct rollovers)	2013-09-30	$84,576
Total plan assets at end of year	2013-09-30	$1,278,812
Total plan assets at beginning of year	2013-09-30	$1,139,397
Value of fidelity bond covering the plan	2013-09-30	$250,000
Total contributions received or receivable from participants	2013-09-30	$34,244
Other income received	2013-09-30	$189,747
Net income (gross income less expenses)	2013-09-30	$139,415
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$1,278,812
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$1,139,397
2012 : UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2012 401k financial data
Total income from all sources	2012-09-30	$235,417
Expenses. Total of all expenses incurred	2012-09-30	$52,341
Benefits paid (including direct rollovers)	2012-09-30	$52,341
Total plan assets at end of year	2012-09-30	$1,139,397
Total plan assets at beginning of year	2012-09-30	$956,321
Value of fidelity bond covering the plan	2012-09-30	$250,000
Total contributions received or receivable from participants	2012-09-30	$31,967
Other income received	2012-09-30	$203,450
Net income (gross income less expenses)	2012-09-30	$183,076
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$1,139,397
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$956,321
Assets. Value of participant loans	2012-09-30	$2,104
2011 : UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2011 401k financial data
Total income from all sources	2011-09-30	$23,975
Expenses. Total of all expenses incurred	2011-09-30	$253,119
Benefits paid (including direct rollovers)	2011-09-30	$253,119
Total plan assets at end of year	2011-09-30	$956,321
Total plan assets at beginning of year	2011-09-30	$1,185,465
Value of fidelity bond covering the plan	2011-09-30	$250,000
Total contributions received or receivable from participants	2011-09-30	$36,784
Other income received	2011-09-30	$-12,809
Net income (gross income less expenses)	2011-09-30	$-229,144
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$956,321
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$1,185,465
Assets. Value of participant loans	2011-09-30	$4,250

Form 5500 Responses for UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN

2016: UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Plan funding arrangement – Trust	Yes
2016-10-01	Plan benefit arrangement - Trust	Yes
2015: UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Plan funding arrangement – Trust	Yes
2015-10-01	Plan benefit arrangement - Trust	Yes
2014: UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Plan funding arrangement – Trust	Yes
2014-10-01	Plan benefit arrangement - Trust	Yes
2013: UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Plan funding arrangement – Trust	Yes
2013-10-01	Plan benefit arrangement - Trust	Yes
2012: UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Trust	Yes
2012-10-01	Plan benefit arrangement - Trust	Yes
2011: UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Plan funding arrangement – Trust	Yes
2011-10-01	Plan benefit arrangement - Trust	Yes
2009: UNIVERSITY MOTORS, INC. 401(K) PROFIT SHARING PROTOTYPE PLAN 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Plan funding arrangement – Trust	Yes
2009-10-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

UNIVERSITY MOTORS, LLC 401(K) RETIREMENT PLAN [EIN = 550694541]

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Company Name:	UNIVERSITY MOTORS, INC.
Employer identification number (EIN):	742204863
NAIC Classification:	441110
NAIC Description:	New Car Dealers

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	1986-06-19
Company Identification Number:	3698586
Legal Registered Office Address:	123 NW 7TH STREET CORVALLIS United States of America (USA) 97330