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THE AUTOMASTER 401(K) PLAN 401k Plan overview

Plan NameTHE AUTOMASTER 401(K) PLAN
Plan identification number 001

THE AUTOMASTER 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE AUTOMASTER MOTOR CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:THE AUTOMASTER MOTOR CO., INC.
Employer identification number (EIN):030221207
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about THE AUTOMASTER MOTOR CO., INC.

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 2011-01-01
Company Identification Number: 20101657876
Legal Registered Office Address: 3160 No. Industrial Way #8

Castle Rock
United States of America (USA)
80109

More information about THE AUTOMASTER MOTOR CO., INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE AUTOMASTER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ROBIN OWEN2023-10-13
0012021-01-01ROBIN OWEN2022-10-14
0012020-01-01ROBIN OWEN2021-10-11
0012019-01-01ROBIN L. OWEN2020-07-27 ROBIN L. OWEN2020-07-27
0012018-01-01ROBIN L. OWEN2019-06-13 ROBIN L. OWEN2019-06-13
0012018-01-01ROBIN L. OWEN2019-06-13 ROBIN L. OWEN2019-06-13
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01MICHELLE ANDERSON2013-03-28 MICHELLE ANDERSON2013-03-28
0012011-01-01MICHELLE ANDERSON2012-05-22 MICHELLE ANDERSON2012-05-22
0012010-01-01MICHELLE ANDERSON2011-03-25 MICHELLE ANDERSON2011-03-25

Plan Statistics for THE AUTOMASTER 401(K) PLAN

401k plan membership statisitcs for THE AUTOMASTER 401(K) PLAN

Measure Date Value
2022: THE AUTOMASTER 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01145
Total number of active participants reported on line 7a of the Form 55002022-01-01118
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0126
Total of all active and inactive participants2022-01-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01145
Number of participants with account balances2022-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: THE AUTOMASTER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01139
Total number of active participants reported on line 7a of the Form 55002021-01-01117
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0125
Total of all active and inactive participants2021-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01142
Number of participants with account balances2021-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-016
2020: THE AUTOMASTER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01144
Total number of active participants reported on line 7a of the Form 55002020-01-01120
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0119
Total of all active and inactive participants2020-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01139
Number of participants with account balances2020-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: THE AUTOMASTER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01124
Total number of active participants reported on line 7a of the Form 55002019-01-01108
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01122
Number of participants with account balances2019-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: THE AUTOMASTER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01127
Total number of active participants reported on line 7a of the Form 55002018-01-01107
Number of other retired or separated participants entitled to future benefits2018-01-0113
Total of all active and inactive participants2018-01-01120
Total participants2018-01-01120
Number of participants with account balances2018-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: THE AUTOMASTER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01129
Total number of active participants reported on line 7a of the Form 55002017-01-01116
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01125
Number of participants with account balances2017-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014

Financial Data on THE AUTOMASTER 401(K) PLAN

Measure Date Value
2022 : THE AUTOMASTER 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-599,845
Total of all expenses incurred2022-12-31$574,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$547,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$454,885
Value of total assets at end of year2022-12-31$5,420,299
Value of total assets at beginning of year2022-12-31$6,594,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$27,047
Total interest from all sources2022-12-31$6,016
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$149,658
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$149,658
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$422,037
Participant contributions at end of year2022-12-31$131,457
Participant contributions at beginning of year2022-12-31$155,786
Participant contributions at end of year2022-12-31$510
Participant contributions at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,174,570
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,420,299
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,594,869
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,261,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,428,859
Interest on participant loans2022-12-31$6,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,210,404
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
Contributions received in cash from employer2022-12-31$32,848
Employer contributions (assets) at end of year2022-12-31$27,196
Employer contributions (assets) at beginning of year2022-12-31$10,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$547,678
Contract administrator fees2022-12-31$27,047
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MCSOLEY MCCOY AND CO
Accountancy firm EIN2022-12-31030327374
2021 : THE AUTOMASTER 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,156,912
Total of all expenses incurred2021-12-31$344,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$314,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$424,614
Value of total assets at end of year2021-12-31$6,594,869
Value of total assets at beginning of year2021-12-31$5,782,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$30,054
Total interest from all sources2021-12-31$3,762
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$229,824
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$229,824
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$387,671
Participant contributions at end of year2021-12-31$155,786
Participant contributions at beginning of year2021-12-31$44,666
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$11,929
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$812,772
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,594,869
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,782,097
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,428,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,698,634
Interest on participant loans2021-12-31$3,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$68
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$68
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$498,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$36,943
Employer contributions (assets) at end of year2021-12-31$10,224
Employer contributions (assets) at beginning of year2021-12-31$26,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$314,086
Contract administrator fees2021-12-31$30,054
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GALLAGHER, FLYNN & COMPANY
Accountancy firm EIN2021-12-31030225774
2020 : THE AUTOMASTER 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,043,538
Total of all expenses incurred2020-12-31$99,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$75,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$298,387
Value of total assets at end of year2020-12-31$5,782,097
Value of total assets at beginning of year2020-12-31$4,838,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,812
Total interest from all sources2020-12-31$2,598
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$116,064
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$116,064
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$258,080
Participant contributions at end of year2020-12-31$44,666
Participant contributions at beginning of year2020-12-31$60,851
Participant contributions at end of year2020-12-31$11,929
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,047
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$943,830
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,782,097
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,838,267
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,698,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,754,616
Interest on participant loans2020-12-31$2,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$68
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$96
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$96
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$626,489
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$34,260
Employer contributions (assets) at end of year2020-12-31$26,800
Employer contributions (assets) at beginning of year2020-12-31$22,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$75,896
Contract administrator fees2020-12-31$23,812
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GALLAGHER, FLYNN & COMPANY
Accountancy firm EIN2020-12-31030225774
2019 : THE AUTOMASTER 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,165,354
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$408,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$381,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$302,541
Value of total assets at end of year2019-12-31$4,838,267
Value of total assets at beginning of year2019-12-31$4,081,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,285
Total interest from all sources2019-12-31$3,715
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$121,254
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$121,254
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$279,837
Participant contributions at end of year2019-12-31$60,851
Participant contributions at beginning of year2019-12-31$69,359
Participant contributions at beginning of year2019-12-31$112
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Administrative expenses (other) incurred2019-12-31$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
Value of net income/loss2019-12-31$756,438
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,838,267
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,081,829
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,754,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,988,778
Interest on participant loans2019-12-31$3,715
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$96
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,210
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$737,844
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$22,704
Employer contributions (assets) at end of year2019-12-31$22,704
Employer contributions (assets) at beginning of year2019-12-31$21,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$381,631
Contract administrator fees2019-12-31$27,285
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GALLAGHER, FLYNN & COMPANY
Accountancy firm EIN2019-12-31030225774
2018 : THE AUTOMASTER 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-47,976
Total of all expenses incurred2018-12-31$839,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$814,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$311,151
Value of total assets at end of year2018-12-31$4,081,829
Value of total assets at beginning of year2018-12-31$4,969,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$24,606
Total interest from all sources2018-12-31$2,216
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$124,599
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$124,599
Administrative expenses professional fees incurred2018-12-31$24,606
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$289,781
Participant contributions at end of year2018-12-31$69,359
Participant contributions at beginning of year2018-12-31$59,775
Participant contributions at end of year2018-12-31$112
Participant contributions at beginning of year2018-12-31$8,366
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$4,876,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-887,560
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,081,829
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,969,389
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,988,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$2,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,210
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-485,942
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$21,370
Employer contributions (assets) at end of year2018-12-31$21,370
Employer contributions (assets) at beginning of year2018-12-31$25,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$814,978
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31GALLAGHER, FLYNN & COMPANY
Accountancy firm EIN2018-12-31030225774
2017 : THE AUTOMASTER 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,007,410
Total of all expenses incurred2017-12-31$433,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$432,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$302,599
Value of total assets at end of year2017-12-31$4,969,389
Value of total assets at beginning of year2017-12-31$4,395,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$717
Total interest from all sources2017-12-31$2,385
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$156
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$156
Administrative expenses professional fees incurred2017-12-31$717
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$272,344
Participant contributions at end of year2017-12-31$59,775
Participant contributions at beginning of year2017-12-31$37,779
Participant contributions at end of year2017-12-31$8,366
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,800
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$48
Total non interest bearing cash at end of year2017-12-31$4,876,081
Total non interest bearing cash at beginning of year2017-12-31$454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$574,227
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,969,389
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,395,162
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,333,785
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$2,385
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$702,222
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$24,455
Employer contributions (assets) at end of year2017-12-31$25,167
Employer contributions (assets) at beginning of year2017-12-31$23,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$432,466
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31GALLAGHER, FLYNN & COMPANY
Accountancy firm EIN2017-12-31030225774

Form 5500 Responses for THE AUTOMASTER 401(K) PLAN

2022: THE AUTOMASTER 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE AUTOMASTER 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE AUTOMASTER 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE AUTOMASTER 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle 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 planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE AUTOMASTER 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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: THE AUTOMASTER 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number12348
Policy instance 1
Insurance contract or identification number12348
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $19,045
Total amount of fees paid to insurance companyUSD $2,777
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,045
Additional information about fees paid to insurance brokerBROKER SERVICES
Insurance broker organization code?3
Amount paid for insurance broker fees2777
Insurance broker namePENSION WORKS, INC.

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