| Plan Name | WESTSIDE CHEVROLET INC 401K PLAN |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | WESTSIDE CHEVROLET, INC. |
| Employer identification number (EIN): | 760292838 |
| NAIC Classification: | 441110 |
| NAIC Description: | New Car Dealers |
Additional information about WESTSIDE CHEVROLET, INC.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 1989-11-27 |
| Company Identification Number: | 0113401300 |
| Legal Registered Office Address: |
23001 KATY FWY KATY United States of America (USA) 77450 |
More information about WESTSIDE CHEVROLET, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2012-01-01 | PAM PETERS | 2012-10-01 | ||
| 001 | 2011-01-01 | RACHEL BOSWORTH | 2012-07-12 | ||
| 001 | 2010-01-01 | JENNY HANS | |||
| 001 | 2009-01-01 | NICK SUTHEIMER |
| Measure | Date | Value |
|---|---|---|
| 2010 : WESTSIDE CHEVROLET INC 401K PLAN 2010 401k financial data | ||
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $13,849 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $389,711 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $384,230 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $4,328 |
| Value of total assets at end of year | 2010-12-31 | $42,563 |
| Value of total assets at beginning of year | 2010-12-31 | $418,425 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $5,481 |
| Total interest from all sources | 2010-12-31 | $2,517 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2010-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $4,328 |
| Other income not declared elsewhere | 2010-12-31 | $-114 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $-375,862 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $42,563 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $418,425 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $24,590 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $302,926 |
| Interest earned on other investments | 2010-12-31 | $2,517 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $17,973 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $115,499 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $7,118 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $384,230 |
| Contract administrator fees | 2010-12-31 | $5,481 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | JANZ & KNIGHT PLC |
| Accountancy firm EIN | 2010-12-31 | 381458667 |
| 2010: WESTSIDE CHEVROLET INC 401K PLAN 2010 form 5500 responses | ||
|---|---|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: WESTSIDE CHEVROLET INC 401K PLAN 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 ) | |
| Policy contract number | 87-50781-71 |
| Policy instance | 1 |