PERFORMANCE OF BRENTWOOD, LP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LEXUS OF NASHVILLE RETIREMENT PLAN
Measure | Date | Value |
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2016: LEXUS OF NASHVILLE RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 124 |
Total of all active and inactive participants | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 0 |
2015: LEXUS OF NASHVILLE RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 147 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 124 |
Total of all active and inactive participants | 2015-01-01 | 124 |
Total participants | 2015-01-01 | 124 |
Number of participants with account balances | 2015-01-01 | 29 |
2014: LEXUS OF NASHVILLE RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 117 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 143 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 4 |
Total of all active and inactive participants | 2014-01-01 | 147 |
Total participants | 2014-01-01 | 147 |
2013: LEXUS OF NASHVILLE RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 108 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 115 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 2 |
Total of all active and inactive participants | 2013-01-01 | 117 |
Total participants | 2013-01-01 | 117 |
Number of participants with account balances | 2013-01-01 | 30 |
2012: LEXUS OF NASHVILLE RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 109 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 108 |
Total of all active and inactive participants | 2012-01-01 | 108 |
Total participants | 2012-01-01 | 108 |
Number of participants with account balances | 2012-01-01 | 31 |
2011: LEXUS OF NASHVILLE RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 99 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 109 |
Total of all active and inactive participants | 2011-01-01 | 109 |
Total participants | 2011-01-01 | 109 |
Number of participants with account balances | 2011-01-01 | 28 |
2010: LEXUS OF NASHVILLE RETIREMENT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 89 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 99 |
Total of all active and inactive participants | 2010-01-01 | 99 |
Total participants | 2010-01-01 | 99 |
Number of participants with account balances | 2010-01-01 | 22 |
2009: LEXUS OF NASHVILLE RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 115 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 89 |
Total of all active and inactive participants | 2009-01-01 | 89 |
Total participants | 2009-01-01 | 89 |
Number of participants with account balances | 2009-01-01 | 21 |
Measure | Date | Value |
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2016 : LEXUS OF NASHVILLE RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources (including contributions) | 2016-04-13 | $-36,764 |
Total of all expenses incurred | 2016-04-13 | $1,468,917 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-04-13 | $1,468,842 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-04-13 | $570 |
Value of total assets at end of year | 2016-04-13 | $0 |
Value of total assets at beginning of year | 2016-04-13 | $1,505,681 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-04-13 | $75 |
Total interest from all sources | 2016-04-13 | $193 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-04-13 | $2,019 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-04-13 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2016-04-13 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-04-13 | $2,019 |
Was this plan covered by a fidelity bond | 2016-04-13 | Yes |
Value of fidelity bond cover | 2016-04-13 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-04-13 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-04-13 | No |
Contributions received from participants | 2016-04-13 | $570 |
Participant contributions at beginning of year | 2016-04-13 | $10,982 |
Administrative expenses (other) incurred | 2016-04-13 | $75 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-04-13 | No |
Value of net income/loss | 2016-04-13 | $-1,505,681 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-04-13 | $1,505,681 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-04-13 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-04-13 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-04-13 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-04-13 | $1,411,868 |
Interest on participant loans | 2016-04-13 | $193 |
Value of interest in common/collective trusts at end of year | 2016-04-13 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-04-13 | $82,831 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-04-13 | $82,831 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-04-13 | $-39,546 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-04-13 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-04-13 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-04-13 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-04-13 | $1,468,842 |
Did the plan have assets held for investment | 2016-04-13 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-04-13 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-04-13 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-04-13 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-04-13 | Disclaimer |
Accountancy firm name | 2016-04-13 | VAWTER, GAMMON, NORRIS, & COMPANY |
Accountancy firm EIN | 2016-04-13 | 620898119 |
2015 : LEXUS OF NASHVILLE RETIREMENT PLAN 2015 401k financial data |
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Total income from all sources (including contributions) | 2015-12-31 | $186,825 |
Total of all expenses incurred | 2015-12-31 | $549,251 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $549,151 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $138,891 |
Value of total assets at end of year | 2015-12-31 | $1,505,681 |
Value of total assets at beginning of year | 2015-12-31 | $1,868,107 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $100 |
Total interest from all sources | 2015-12-31 | $842 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $84,653 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $84,653 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $115,678 |
Participant contributions at end of year | 2015-12-31 | $10,982 |
Participant contributions at beginning of year | 2015-12-31 | $23,159 |
Administrative expenses (other) incurred | 2015-12-31 | $100 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-362,426 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,505,681 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,868,107 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $1,411,868 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,683,026 |
Interest on participant loans | 2015-12-31 | $824 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $82,831 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $161,922 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $161,922 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $18 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-37,561 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $23,213 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $549,151 |
Did the plan have assets held for investment | 2015-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | VAWTER, GAMMON, NORRIS, & COMPANY |
Accountancy firm EIN | 2015-12-31 | 620898119 |
2014 : LEXUS OF NASHVILLE RETIREMENT PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $274,982 |
Expenses. Total of all expenses incurred | 2014-12-31 | $306,658 |
Benefits paid (including direct rollovers) | 2014-12-31 | $306,508 |
Total plan assets at end of year | 2014-12-31 | $1,868,107 |
Total plan assets at beginning of year | 2014-12-31 | $1,899,783 |
Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
Total contributions received or receivable from participants | 2014-12-31 | $108,458 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $150 |
Other income received | 2014-12-31 | $142,652 |
Net income (gross income less expenses) | 2014-12-31 | $-31,676 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,868,107 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,899,783 |
Assets. Value of participant loans | 2014-12-31 | $23,159 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $23,872 |
2013 : LEXUS OF NASHVILLE RETIREMENT PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $496,862 |
Expenses. Total of all expenses incurred | 2013-12-31 | $245,814 |
Benefits paid (including direct rollovers) | 2013-12-31 | $245,414 |
Total plan assets at end of year | 2013-12-31 | $1,899,783 |
Total plan assets at beginning of year | 2013-12-31 | $1,648,735 |
Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
Total contributions received or receivable from participants | 2013-12-31 | $108,203 |
Other income received | 2013-12-31 | $368,042 |
Net income (gross income less expenses) | 2013-12-31 | $251,048 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,899,783 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,648,735 |
Assets. Value of participant loans | 2013-12-31 | $54,838 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $20,617 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $400 |
2012 : LEXUS OF NASHVILLE RETIREMENT PLAN 2012 401k financial data |
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Total income from all sources | 2012-12-31 | $311,775 |
Expenses. Total of all expenses incurred | 2012-12-31 | $25,693 |
Benefits paid (including direct rollovers) | 2012-12-31 | $25,516 |
Total plan assets at end of year | 2012-12-31 | $1,648,735 |
Total plan assets at beginning of year | 2012-12-31 | $1,362,653 |
Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
Total contributions received or receivable from participants | 2012-12-31 | $101,783 |
Expenses. Other expenses not covered elsewhere | 2012-12-31 | $177 |
Other income received | 2012-12-31 | $191,285 |
Net income (gross income less expenses) | 2012-12-31 | $286,082 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,648,735 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,362,653 |
Assets. Value of participant loans | 2012-12-31 | $18,150 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $18,707 |
2011 : LEXUS OF NASHVILLE RETIREMENT PLAN 2011 401k financial data |
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Total income from all sources | 2011-12-31 | $78,679 |
Expenses. Total of all expenses incurred | 2011-12-31 | $168,072 |
Benefits paid (including direct rollovers) | 2011-12-31 | $167,922 |
Total plan assets at end of year | 2011-12-31 | $1,362,653 |
Total plan assets at beginning of year | 2011-12-31 | $1,452,046 |
Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
Total contributions received or receivable from participants | 2011-12-31 | $90,518 |
Expenses. Other expenses not covered elsewhere | 2011-12-31 | $150 |
Other income received | 2011-12-31 | $-25,731 |
Net income (gross income less expenses) | 2011-12-31 | $-89,393 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,362,653 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,452,046 |
Assets. Value of participant loans | 2011-12-31 | $18,832 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $13,892 |
2010 : LEXUS OF NASHVILLE RETIREMENT PLAN 2010 401k financial data |
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Total income from all sources | 2010-12-31 | $269,112 |
Expenses. Total of all expenses incurred | 2010-12-31 | $91,084 |
Benefits paid (including direct rollovers) | 2010-12-31 | $65,264 |
Total plan assets at end of year | 2010-12-31 | $1,452,046 |
Total plan assets at beginning of year | 2010-12-31 | $1,274,018 |
Value of fidelity bond covering the plan | 2010-12-31 | $250,000 |
Total contributions received or receivable from participants | 2010-12-31 | $68,279 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $150 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $6,758 |
Other income received | 2010-12-31 | $182,240 |
Net income (gross income less expenses) | 2010-12-31 | $178,028 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,452,046 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,274,018 |
Assets. Value of participant loans | 2010-12-31 | $24,237 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $11,835 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $25,670 |