?>
Logo

LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 401k Plan overview

Plan NameLITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN
Plan identification number 003

LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

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

Company Name:LITHIA MOTORS INC
Employer identification number (EIN):930572810
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about LITHIA MOTORS INC

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2068-12-23
Company Identification Number: 8513111
Legal Registered Office Address: 780 COMMERCIAL ST SE STE 100

SALEM
United States of America (USA)
97301

More information about LITHIA MOTORS INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01JENNIFER DUMAS JENNIFER DUMAS2018-06-27
0032016-01-01JENNIFER DUMAS JENNIFER DUMAS2017-06-28
0032015-01-01EMILY PERRY EMILY PERRY2016-07-27
0032015-01-01EMILY PERRY EMILY PERRY2016-07-28
0032014-01-01EMILY PERRY
0032013-01-01CHRIS HOLZSHU
0032012-01-01CHRIS HOLZSHU
0032011-01-01CHRIS HOLZSHU
0032009-01-012010-10-04
0032009-01-01CHRIS HOLZSHU CHRIS HOLZSHU2010-07-22
0032009-01-01CHRIS HOLZSHU
0032009-01-012010-10-04

Plan Statistics for LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN

401k plan membership statisitcs for LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN

Measure Date Value
2022: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0126,227
Total number of active participants reported on line 7a of the Form 55002022-01-0124,161
Number of retired or separated participants receiving benefits2022-01-0158
Number of other retired or separated participants entitled to future benefits2022-01-014,921
Total of all active and inactive participants2022-01-0129,140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0195
Total participants2022-01-0129,235
Number of participants with account balances2022-01-0126,052
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012,713
2021: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0118,823
Total number of active participants reported on line 7a of the Form 55002021-01-0121,161
Number of retired or separated participants receiving benefits2021-01-0151
Number of other retired or separated participants entitled to future benefits2021-01-014,933
Total of all active and inactive participants2021-01-0126,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0182
Total participants2021-01-0126,227
Number of participants with account balances2021-01-0123,283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012,009
2020: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0118,468
Total number of active participants reported on line 7a of the Form 55002020-01-0114,956
Number of retired or separated participants receiving benefits2020-01-0135
Number of other retired or separated participants entitled to future benefits2020-01-013,770
Total of all active and inactive participants2020-01-0118,761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0162
Total participants2020-01-0118,823
Number of participants with account balances2020-01-0116,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012,914
2019: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0117,450
Total number of active participants reported on line 7a of the Form 55002019-01-0114,928
Number of retired or separated participants receiving benefits2019-01-0123
Number of other retired or separated participants entitled to future benefits2019-01-013,462
Total of all active and inactive participants2019-01-0118,413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0155
Total participants2019-01-0118,468
Number of participants with account balances2019-01-0116,311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012,298
2018: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0117,597
Total number of active participants reported on line 7a of the Form 55002018-01-0114,444
Number of retired or separated participants receiving benefits2018-01-0126
Number of other retired or separated participants entitled to future benefits2018-01-012,939
Total of all active and inactive participants2018-01-0117,409
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0141
Total participants2018-01-0117,450
Number of participants with account balances2018-01-0115,354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012,310
2017: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0113,334
Total number of active participants reported on line 7a of the Form 55002017-01-0113,221
Number of retired or separated participants receiving benefits2017-01-0127
Number of other retired or separated participants entitled to future benefits2017-01-014,315
Total of all active and inactive participants2017-01-0117,563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0134
Total participants2017-01-0117,597
Number of participants with account balances2017-01-0115,658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012,037
2016: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0111,737
Total number of active participants reported on line 7a of the Form 55002016-01-0111,387
Number of retired or separated participants receiving benefits2016-01-0116
Number of other retired or separated participants entitled to future benefits2016-01-011,910
Total of all active and inactive participants2016-01-0113,313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0121
Total participants2016-01-0113,334
Number of participants with account balances2016-01-0111,742
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011,606
2015: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-017,543
Total number of active participants reported on line 7a of the Form 55002015-01-0110,013
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-011,717
Total of all active and inactive participants2015-01-0111,732
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-0111,737
Number of participants with account balances2015-01-0110,201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012,836
2014: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-016,804
Total number of active participants reported on line 7a of the Form 55002014-01-016,666
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01873
Total of all active and inactive participants2014-01-017,541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-017,543
Number of participants with account balances2014-01-016,434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01168
2013: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,961
Total number of active participants reported on line 7a of the Form 55002013-01-015,564
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-011,019
Total of all active and inactive participants2013-01-016,584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-015
Total participants2013-01-016,589
Number of participants with account balances2013-01-015,919
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01862
2012: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,422
Total number of active participants reported on line 7a of the Form 55002012-01-014,977
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01978
Total of all active and inactive participants2012-01-015,955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-015,961
Number of participants with account balances2012-01-015,352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01729
2011: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-014,882
Total number of active participants reported on line 7a of the Form 55002011-01-014,504
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01914
Total of all active and inactive participants2011-01-015,418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-015,422
Number of participants with account balances2011-01-014,786
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01635
2009: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016,109
Total number of active participants reported on line 7a of the Form 55002009-01-013,985
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01890
Total of all active and inactive participants2009-01-014,875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-019
Total participants2009-01-014,884
Number of participants with account balances2009-01-014,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011,053

Financial Data on LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN

Measure Date Value
2022 : LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-11,111,419
Total unrealized appreciation/depreciation of assets2022-12-31$-11,111,419
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$676,259
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$11,824,538
Total loss/gain on sale of assets2022-12-31$-147,570
Total of all expenses incurred2022-12-31$95,928,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$94,325,178
Expenses. Certain deemed distributions of participant loans2022-12-31$57,299
Value of total corrective distributions2022-12-31$84,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$141,412,431
Value of total assets at end of year2022-12-31$628,171,109
Value of total assets at beginning of year2022-12-31$711,598,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,461,614
Total interest from all sources2022-12-31$1,127,852
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$10,945,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$10,690,151
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$100,949,191
Participant contributions at end of year2022-12-31$25,403,827
Participant contributions at beginning of year2022-12-31$23,549,739
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$21,878,741
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$676,259
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$1,224,291
Administrative expenses (other) incurred2022-12-31$1,461,614
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-84,103,612
Value of net assets at end of year (total assets less liabilities)2022-12-31$627,494,850
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$711,598,462
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$451,627,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$488,705,027
Interest on participant loans2022-12-31$1,126,479
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$127,606,989
Value of interest in common/collective trusts at beginning of year2022-12-31$111,739,077
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$23,556,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$23,556,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,373
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-110,410,872
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-21,216,022
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$23,532,490
Assets. Invements in employer securities at beginning of year2022-12-31$64,047,877
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$18,584,499
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$255,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$94,325,178
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$40,318,170
Aggregate carrying amount (costs) on sale of assets2022-12-31$40,465,740
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KBF CPAS LLP
Accountancy firm EIN2022-12-31821030164
2021 : LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-813,797
Total unrealized appreciation/depreciation of assets2021-12-31$-813,797
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$213,613,715
Total loss/gain on sale of assets2021-12-31$1,339,118
Total of all expenses incurred2021-12-31$65,453,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$64,135,538
Expenses. Certain deemed distributions of participant loans2021-12-31$137,668
Value of total corrective distributions2021-12-31$44,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$140,515,547
Value of total assets at end of year2021-12-31$711,598,462
Value of total assets at beginning of year2021-12-31$563,438,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,135,627
Total interest from all sources2021-12-31$1,173,948
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$57,565,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$57,275,809
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$80,983,313
Participant contributions at end of year2021-12-31$23,549,739
Participant contributions at beginning of year2021-12-31$19,196,252
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$50,542,154
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$1,135,627
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$148,160,118
Value of net assets at end of year (total assets less liabilities)2021-12-31$711,598,462
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$563,438,344
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$488,705,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$373,316,527
Interest on participant loans2021-12-31$1,069,996
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$111,739,077
Value of interest in common/collective trusts at beginning of year2021-12-31$84,287,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$23,556,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$23,923,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$23,923,775
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$103,952
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-5,501,227
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$19,334,725
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$64,047,877
Assets. Invements in employer securities at beginning of year2021-12-31$62,714,549
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$8,990,080
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$289,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$64,135,538
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
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
Aggregate proceeds on sale of assets2021-12-31$44,110,763
Aggregate carrying amount (costs) on sale of assets2021-12-31$42,771,645
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KBF CPAS LLP
Accountancy firm EIN2021-12-31821030164
2020 : LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$29,313,745
Total unrealized appreciation/depreciation of assets2020-12-31$29,313,745
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$174,265,793
Total loss/gain on sale of assets2020-12-31$2,271,215
Total of all expenses incurred2020-12-31$53,086,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$52,051,257
Expenses. Certain deemed distributions of participant loans2020-12-31$27,038
Value of total corrective distributions2020-12-31$30,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$73,725,871
Value of total assets at end of year2020-12-31$563,438,344
Value of total assets at beginning of year2020-12-31$442,259,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$977,532
Total interest from all sources2020-12-31$1,079,577
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$15,670,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$15,394,240
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$50,489,795
Participant contributions at end of year2020-12-31$19,196,252
Participant contributions at beginning of year2020-12-31$18,291,047
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$13,417,985
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$1,110,356
Administrative expenses (other) incurred2020-12-31$977,532
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$121,179,316
Value of net assets at end of year (total assets less liabilities)2020-12-31$563,438,344
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$442,259,028
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$373,316,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$306,197,201
Interest on participant loans2020-12-31$1,030,371
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$84,287,241
Value of interest in common/collective trusts at beginning of year2020-12-31$71,194,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$23,923,775
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$13,265,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$13,265,979
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$49,206
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$37,234,342
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$13,859,869
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
Assets. Invements in employer securities at end of year2020-12-31$62,714,549
Assets. Invements in employer securities at beginning of year2020-12-31$33,310,641
Contributions received in cash from employer2020-12-31$9,818,091
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$276,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$52,051,257
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$46,532,520
Aggregate carrying amount (costs) on sale of assets2020-12-31$44,261,305
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KBF CPAS LLP
Accountancy firm EIN2020-12-31821030164
2019 : LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$14,524,791
Total unrealized appreciation/depreciation of assets2019-12-31$14,524,791
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$148,017,932
Total loss/gain on sale of assets2019-12-31$2,339,662
Total of all expenses incurred2019-12-31$44,471,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$43,319,627
Expenses. Certain deemed distributions of participant loans2019-12-31$68,306
Value of total corrective distributions2019-12-31$12,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$57,512,504
Value of total assets at end of year2019-12-31$442,259,028
Value of total assets at beginning of year2019-12-31$338,712,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,070,955
Total interest from all sources2019-12-31$1,015,135
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$26,130,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$25,842,026
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
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
Contributions received from participants2019-12-31$47,201,675
Participant contributions at end of year2019-12-31$18,291,047
Participant contributions at beginning of year2019-12-31$16,646,829
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,702,817
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$609,344
Administrative expenses (other) incurred2019-12-31$1,070,955
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$103,546,611
Value of net assets at end of year (total assets less liabilities)2019-12-31$442,259,028
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$338,712,417
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 leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$306,197,201
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$241,091,364
Interest on participant loans2019-12-31$952,428
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$71,194,160
Value of interest in common/collective trusts at beginning of year2019-12-31$53,483,301
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$13,265,979
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$7,685,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$7,685,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$62,707
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$30,220,142
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$15,665,746
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$33,310,641
Assets. Invements in employer securities at beginning of year2019-12-31$19,805,633
Contributions received in cash from employer2019-12-31$5,608,012
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$288,582
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$43,319,627
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
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
Aggregate proceeds on sale of assets2019-12-31$19,674,747
Aggregate carrying amount (costs) on sale of assets2019-12-31$17,335,085
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31KBF CPAS LLP
Accountancy firm EIN2019-12-31821030164
2018 : LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-8,386,990
Total unrealized appreciation/depreciation of assets2018-12-31$-8,386,990
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$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
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$33,617,881
Total loss/gain on sale of assets2018-12-31$-396,758
Total of all expenses incurred2018-12-31$48,953,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$45,158,884
Expenses. Certain deemed distributions of participant loans2018-12-31$2,723,566
Value of total corrective distributions2018-12-31$10,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$63,067,712
Value of total assets at end of year2018-12-31$338,712,417
Value of total assets at beginning of year2018-12-31$354,048,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,061,343
Total interest from all sources2018-12-31$830,667
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$14,349,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$14,074,819
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$41,901,807
Participant contributions at end of year2018-12-31$16,646,829
Participant contributions at beginning of year2018-12-31$14,062,225
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$15,423,818
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$84,456
Administrative expenses (other) incurred2018-12-31$1,061,343
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-15,336,098
Value of net assets at end of year (total assets less liabilities)2018-12-31$338,712,417
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$354,048,515
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
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$241,091,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$250,176,329
Interest on participant loans2018-12-31$774,195
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$53,483,301
Value of interest in common/collective trusts at beginning of year2018-12-31$56,396,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$7,685,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$7,188,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$7,188,361
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$56,472
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-32,844,899
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-3,086,081
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
Assets. Invements in employer securities at end of year2018-12-31$19,805,633
Assets. Invements in employer securities at beginning of year2018-12-31$26,224,670
Contributions received in cash from employer2018-12-31$5,742,087
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$274,955
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$45,158,884
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$14,610,767
Aggregate carrying amount (costs) on sale of assets2018-12-31$15,007,525
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31KBF CPAS LLP
Accountancy firm EIN2018-12-31821030164
2017 : LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$3,816,630
Total unrealized appreciation/depreciation of assets2017-12-31$3,816,630
Total transfer of assets to this plan2017-12-31$27,264,763
Total transfer of assets from this plan2017-12-31$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$259,116
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$97,125,383
Total loss/gain on sale of assets2017-12-31$439,987
Total of all expenses incurred2017-12-31$28,551,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$25,598,100
Expenses. Certain deemed distributions of participant loans2017-12-31$2,064,296
Value of total corrective distributions2017-12-31$42,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$45,642,417
Value of total assets at end of year2017-12-31$354,048,515
Value of total assets at beginning of year2017-12-31$258,468,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$846,745
Total interest from all sources2017-12-31$576,068
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$10,560,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$10,291,344
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$34,660,366
Participant contributions at end of year2017-12-31$14,062,225
Participant contributions at beginning of year2017-12-31$11,292,526
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,613,464
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$186,009
Administrative expenses (other) incurred2017-12-31$846,745
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$68,573,901
Value of net assets at end of year (total assets less liabilities)2017-12-31$354,048,515
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$258,209,851
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$250,176,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$171,472,268
Interest on participant loans2017-12-31$549,354
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$56,396,930
Value of interest in common/collective trusts at beginning of year2017-12-31$44,346,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$7,188,361
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$5,668,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$5,668,141
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$26,714
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$26,424,679
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$9,479,475
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
Assets. Invements in employer securities at end of year2017-12-31$26,224,670
Assets. Invements in employer securities at beginning of year2017-12-31$25,689,584
Contributions received in cash from employer2017-12-31$5,368,587
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$268,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$25,598,100
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$259,116
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
Aggregate proceeds on sale of assets2017-12-31$17,855,140
Aggregate carrying amount (costs) on sale of assets2017-12-31$17,415,153
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31KBF CPAS LLP
Accountancy firm EIN2017-12-31821030164
2016 : LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-2,129,655
Total unrealized appreciation/depreciation of assets2016-12-31$-2,129,655
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$259,116
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$300,812
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$54,875,685
Total loss/gain on sale of assets2016-12-31$-667,653
Total of all expenses incurred2016-12-31$29,866,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$27,383,105
Expenses. Certain deemed distributions of participant loans2016-12-31$1,701,205
Value of total corrective distributions2016-12-31$62,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$40,947,630
Value of total assets at end of year2016-12-31$258,468,967
Value of total assets at beginning of year2016-12-31$233,501,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$719,872
Total interest from all sources2016-12-31$441,911
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,539,028
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$4,268,419
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$28,713,157
Participant contributions at end of year2016-12-31$11,292,526
Participant contributions at beginning of year2016-12-31$9,828,626
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,084,023
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$152,454
Administrative expenses (other) incurred2016-12-31$719,872
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$25,008,977
Value of net assets at end of year (total assets less liabilities)2016-12-31$258,209,851
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$233,200,874
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$171,472,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$149,796,877
Interest on participant loans2016-12-31$431,980
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$44,346,448
Value of interest in common/collective trusts at beginning of year2016-12-31$43,096,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$5,668,141
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$593,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$593,312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$9,931
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,173,164
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$5,418,806
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
Assets. Invements in employer securities at end of year2016-12-31$25,689,584
Assets. Invements in employer securities at beginning of year2016-12-31$30,186,147
Contributions received in cash from employer2016-12-31$5,150,450
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$270,609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$27,383,105
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$259,116
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$300,812
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
Aggregate proceeds on sale of assets2016-12-31$13,758,887
Aggregate carrying amount (costs) on sale of assets2016-12-31$14,426,540
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KIECKHAFER SCHIFFER & COMPANY LLP
Accountancy firm EIN2016-12-31330688321
2015 : LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$5,124,343
Total unrealized appreciation/depreciation of assets2015-12-31$5,124,343
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$300,812
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$22,376
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$40,013,357
Total loss/gain on sale of assets2015-12-31$826,702
Total of all expenses incurred2015-12-31$30,737,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$28,111,534
Expenses. Certain deemed distributions of participant loans2015-12-31$1,906,942
Value of total corrective distributions2015-12-31$61,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$33,589,274
Value of total assets at end of year2015-12-31$233,501,686
Value of total assets at beginning of year2015-12-31$223,947,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$657,640
Total interest from all sources2015-12-31$388,562
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,165,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,945,432
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$25,386,775
Participant contributions at end of year2015-12-31$9,828,626
Participant contributions at beginning of year2015-12-31$9,372,882
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,057,945
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Other income not declared elsewhere2015-12-31$280,450
Administrative expenses (other) incurred2015-12-31$657,640
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$9,276,092
Value of net assets at end of year (total assets less liabilities)2015-12-31$233,200,874
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$223,924,782
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$149,796,877
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$131,467,352
Interest on participant loans2015-12-31$388,497
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$43,096,724
Value of interest in common/collective trusts at beginning of year2015-12-31$56,851,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$593,312
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$65
Asset value of US Government securities at end of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,724,199
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$362,390
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$30,186,147
Assets. Invements in employer securities at beginning of year2015-12-31$26,255,282
Contributions received in cash from employer2015-12-31$3,144,554
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$220,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$28,111,534
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at end of year2015-12-31$300,812
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$22,376
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
Aggregate proceeds on sale of assets2015-12-31$10,239,495
Aggregate carrying amount (costs) on sale of assets2015-12-31$9,412,793
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31PLANTE MORAN
Accountancy firm EIN2015-12-31381357951
2014 : LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-18,179,918
Total unrealized appreciation/depreciation of assets2014-12-31$-18,179,918
Total transfer of assets to this plan2014-12-31$80,158,584
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$22,376
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,311
Total income from all sources (including contributions)2014-12-31$31,310,174
Total loss/gain on sale of assets2014-12-31$23,833,290
Total of all expenses incurred2014-12-31$12,767,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$12,003,515
Expenses. Certain deemed distributions of participant loans2014-12-31$476,459
Value of total corrective distributions2014-12-31$60,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$18,925,652
Value of total assets at end of year2014-12-31$223,947,158
Value of total assets at beginning of year2014-12-31$125,224,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$227,241
Total interest from all sources2014-12-31$285,610
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,748,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,553,855
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$14,677,878
Participant contributions at end of year2014-12-31$9,372,882
Participant contributions at beginning of year2014-12-31$6,162,803
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,144,080
Other income not declared elsewhere2014-12-31$127,124
Administrative expenses (other) incurred2014-12-31$227,241
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$18,542,547
Value of net assets at end of year (total assets less liabilities)2014-12-31$223,924,782
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$125,223,651
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$131,467,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$81,977,958
Interest on participant loans2014-12-31$285,610
Value of interest in common/collective trusts at end of year2014-12-31$56,851,642
Value of interest in common/collective trusts at beginning of year2014-12-31$13,554,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,048,466
Net investment gain or loss from common/collective trusts2014-12-31$521,770
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$26,255,282
Assets. Invements in employer securities at beginning of year2014-12-31$23,529,350
Contributions received in cash from employer2014-12-31$2,103,694
Income. Dividends from common stock2014-12-31$194,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$12,003,515
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Liabilities. Value of benefit claims payable at end of year2014-12-31$22,376
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,311
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
Aggregate proceeds on sale of assets2014-12-31$32,733,757
Aggregate carrying amount (costs) on sale of assets2014-12-31$8,900,467
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31PLANTE MORAN
Accountancy firm EIN2014-12-31381357951
2013 : LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$7,696,703
Total unrealized appreciation/depreciation of assets2013-12-31$7,696,703
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,311
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$916
Total income from all sources (including contributions)2013-12-31$41,867,770
Total loss/gain on sale of assets2013-12-31$4,619,501
Total of all expenses incurred2013-12-31$13,567,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,950,817
Expenses. Certain deemed distributions of participant loans2013-12-31$327,605
Value of total corrective distributions2013-12-31$22,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$15,199,354
Value of total assets at end of year2013-12-31$125,224,962
Value of total assets at beginning of year2013-12-31$96,924,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$266,711
Total interest from all sources2013-12-31$264,185
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,130,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,987,962
Administrative expenses professional fees incurred2013-12-31$201,716
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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$12,215,838
Participant contributions at end of year2013-12-31$6,162,803
Participant contributions at beginning of year2013-12-31$4,920,204
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,115,111
Other income not declared elsewhere2013-12-31$298,872
Administrative expenses (other) incurred2013-12-31$64,995
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$28,300,405
Value of net assets at end of year (total assets less liabilities)2013-12-31$125,223,651
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$96,923,246
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$81,977,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$62,212,747
Interest on participant loans2013-12-31$264,185
Value of interest in common/collective trusts at end of year2013-12-31$13,554,851
Value of interest in common/collective trusts at beginning of year2013-12-31$14,067,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,564,605
Net investment gain or loss from common/collective trusts2013-12-31$94,280
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
Assets. Invements in employer securities at end of year2013-12-31$23,529,350
Assets. Invements in employer securities at beginning of year2013-12-31$15,723,398
Contributions received in cash from employer2013-12-31$1,868,405
Income. Dividends from common stock2013-12-31$142,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,950,817
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,311
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$916
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
Aggregate proceeds on sale of assets2013-12-31$7,323,158
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,703,657
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MOSS ADAMS, LLP
Accountancy firm EIN2013-12-31910189318
2012 : LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,783,546
Total unrealized appreciation/depreciation of assets2012-12-31$4,783,546
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$916
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,208
Total income from all sources (including contributions)2012-12-31$27,832,146
Total loss/gain on sale of assets2012-12-31$2,433,318
Total of all expenses incurred2012-12-31$9,666,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$9,263,255
Expenses. Certain deemed distributions of participant loans2012-12-31$189,117
Value of total corrective distributions2012-12-31$40,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$13,149,720
Value of total assets at end of year2012-12-31$96,924,162
Value of total assets at beginning of year2012-12-31$78,761,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$173,371
Total interest from all sources2012-12-31$236,117
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,023,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,804,457
Administrative expenses professional fees incurred2012-12-31$147,965
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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$10,532,191
Participant contributions at end of year2012-12-31$4,920,204
Participant contributions at beginning of year2012-12-31$4,418,880
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,066,637
Other income not declared elsewhere2012-12-31$22,451
Administrative expenses (other) incurred2012-12-31$25,406
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$18,165,681
Value of net assets at end of year (total assets less liabilities)2012-12-31$96,923,246
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$78,757,565
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$62,212,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$49,652,021
Interest on participant loans2012-12-31$236,117
Value of interest in common/collective trusts at end of year2012-12-31$14,067,813
Value of interest in common/collective trusts at beginning of year2012-12-31$14,216,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,031,164
Net investment gain or loss from common/collective trusts2012-12-31$152,715
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
Assets. Invements in employer securities at end of year2012-12-31$15,723,398
Assets. Invements in employer securities at beginning of year2012-12-31$10,474,644
Contributions received in cash from employer2012-12-31$1,550,892
Income. Dividends from common stock2012-12-31$218,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$9,263,255
Liabilities. Value of benefit claims payable at end of year2012-12-31$916
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$4,208
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
Aggregate proceeds on sale of assets2012-12-31$4,495,613
Aggregate carrying amount (costs) on sale of assets2012-12-31$2,062,295
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MOSS ADAMS, LLP
Accountancy firm EIN2012-12-31910189318
2011 : LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$2,104,642
Total unrealized appreciation/depreciation of assets2011-12-31$2,104,642
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,208
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,893
Total income from all sources (including contributions)2011-12-31$16,664,856
Total loss/gain on sale of assets2011-12-31$2,756,129
Total of all expenses incurred2011-12-31$8,227,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,822,647
Expenses. Certain deemed distributions of participant loans2011-12-31$155,340
Value of total corrective distributions2011-12-31$68,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$12,132,784
Value of total assets at end of year2011-12-31$78,761,773
Value of total assets at beginning of year2011-12-31$70,331,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$181,418
Total interest from all sources2011-12-31$234,007
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,438,372
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,287,872
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$8,985,799
Participant contributions at end of year2011-12-31$4,418,880
Participant contributions at beginning of year2011-12-31$4,001,645
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,644,803
Other income not declared elsewhere2011-12-31$41,821
Administrative expenses (other) incurred2011-12-31$181,418
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$8,437,236
Value of net assets at end of year (total assets less liabilities)2011-12-31$78,757,565
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$70,320,329
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$49,652,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$45,958,667
Interest on participant loans2011-12-31$234,007
Value of interest in common/collective trusts at end of year2011-12-31$14,216,228
Value of interest in common/collective trusts at beginning of year2011-12-31$10,601,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,692,276
Net investment gain or loss from common/collective trusts2011-12-31$649,377
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
Assets. Invements in employer securities at end of year2011-12-31$10,474,644
Assets. Invements in employer securities at beginning of year2011-12-31$9,769,101
Contributions received in cash from employer2011-12-31$502,182
Income. Dividends from common stock2011-12-31$150,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,822,647
Liabilities. Value of benefit claims payable at end of year2011-12-31$4,208
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$10,893
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
Aggregate proceeds on sale of assets2011-12-31$6,775,105
Aggregate carrying amount (costs) on sale of assets2011-12-31$4,018,976
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MOSS ADAMS, LLP
Accountancy firm EIN2011-12-31910189318
2010 : LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$4,085,347
Total unrealized appreciation/depreciation of assets2010-12-31$4,085,347
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,893
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$107,725
Total income from all sources (including contributions)2010-12-31$19,480,340
Total loss/gain on sale of assets2010-12-31$1,246,978
Total of all expenses incurred2010-12-31$7,483,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,091,309
Expenses. Certain deemed distributions of participant loans2010-12-31$225,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,933,155
Value of total assets at end of year2010-12-31$70,331,222
Value of total assets at beginning of year2010-12-31$58,431,022
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$166,645
Total interest from all sources2010-12-31$236,363
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$973,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$838,581
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$7,448,978
Participant contributions at end of year2010-12-31$4,001,645
Participant contributions at beginning of year2010-12-31$3,546,533
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$231,373
Other income not declared elsewhere2010-12-31$119,726
Administrative expenses (other) incurred2010-12-31$166,645
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$11,997,031
Value of net assets at end of year (total assets less liabilities)2010-12-31$70,320,329
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$58,323,297
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$45,958,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$39,324,403
Interest on participant loans2010-12-31$236,363
Value of interest in common/collective trusts at end of year2010-12-31$10,601,809
Value of interest in common/collective trusts at beginning of year2010-12-31$9,673,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,721,379
Net investment gain or loss from common/collective trusts2010-12-31$164,171
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
Assets. Invements in employer securities at end of year2010-12-31$9,769,101
Assets. Invements in employer securities at beginning of year2010-12-31$5,886,403
Contributions received in cash from employer2010-12-31$252,804
Income. Dividends from common stock2010-12-31$134,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,091,309
Liabilities. Value of benefit claims payable at end of year2010-12-31$10,893
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$107,725
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
Aggregate proceeds on sale of assets2010-12-31$5,287,652
Aggregate carrying amount (costs) on sale of assets2010-12-31$4,040,674
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MOSS ADAMS, LLP
Accountancy firm EIN2010-12-31910189318
2009 : LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN

2022: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedYes
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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LITHIA MOTORS, INC. SALARY REDUCTION PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3