401k Plan data: ST. JOHNSBURY AUTOMOBILE COMPANY 401(K) P/S PLAN plan

ST. JOHNSBURY AUTOMOBILE COMPANY 401(K) P/S PLAN 401k Plan overview

Plan Name	ST. JOHNSBURY AUTOMOBILE COMPANY 401(K) P/S PLAN
Plan identification number	001

ST. JOHNSBURY AUTOMOBILE COMPANY 401(K) P/S PLAN Benefits

401k Plan Type

Defined 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.
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

ST. JOHNSBURY AUTOMOBILE COMPANY has sponsored the creation of one or more 401k plans.

Company Name: ST. JOHNSBURY AUTOMOBILE COMPANY

Employer identification number (EIN): 030357105

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ST. JOHNSBURY AUTOMOBILE COMPANY 401(K) P/S PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 HEATHER WELCH 2020-10-06 HEATHER WELCH 2020-10-06
001 2018-01-01 HEATHER WELCH 2019-08-06 HEATHER WELCH 2019-08-06
001 2017-01-01
001 2016-01-01
001 2015-01-01 LYNNE GREY 2016-07-20
001 2014-01-01 LYNNE GREY 2015-07-30
001 2013-01-01 LYNNE GREY 2014-06-16
001 2012-01-01 LYNNE GREY 2013-05-23
001 2011-01-01 LYNNE GREY 2012-05-07
001 2010-01-01 LYNNE GREY 2011-03-03

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	HEATHER WELCH	2020-10-06	HEATHER WELCH	2020-10-06
001	2018-01-01	HEATHER WELCH	2019-08-06	HEATHER WELCH	2019-08-06
001	2017-01-01
001	2016-01-01
001	2015-01-01	LYNNE GREY	2016-07-20
001	2014-01-01	LYNNE GREY	2015-07-30
001	2013-01-01	LYNNE GREY	2014-06-16
001	2012-01-01	LYNNE GREY	2013-05-23
001	2011-01-01	LYNNE GREY	2012-05-07
001	2010-01-01	LYNNE GREY	2011-03-03

Plan Statistics for ST. JOHNSBURY AUTOMOBILE COMPANY 401(K) P/S PLAN

401k plan membership statisitcs for ST. JOHNSBURY AUTOMOBILE COMPANY 401(K) P/S PLAN

Measure Date Value
2019: ST. JOHNSBURY AUTOMOBILE COMPANY 401(K) P/S PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 138
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 28
Total of all active and inactive participants 2019-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 166
Number of participants with account balances 2019-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 22
2018: ST. JOHNSBURY AUTOMOBILE COMPANY 401(K) P/S PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 122
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 28
Total of all active and inactive participants 2018-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 150
Number of participants with account balances 2018-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 24
2017: ST. JOHNSBURY AUTOMOBILE COMPANY 401(K) P/S PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 91
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 17
Total of all active and inactive participants 2017-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 109
Number of participants with account balances 2017-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 10
2016: ST. JOHNSBURY AUTOMOBILE COMPANY 401(K) P/S PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 89
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 39
Total of all active and inactive participants 2016-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 128
Number of participants with account balances 2016-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 19

Measure	Date	Value
2019: ST. JOHNSBURY AUTOMOBILE COMPANY 401(K) P/S PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	138
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	28
Total of all active and inactive participants	2019-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	166
Number of participants with account balances	2019-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	22
2018: ST. JOHNSBURY AUTOMOBILE COMPANY 401(K) P/S PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	122
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	28
Total of all active and inactive participants	2018-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	150
Number of participants with account balances	2018-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	24
2017: ST. JOHNSBURY AUTOMOBILE COMPANY 401(K) P/S PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	91
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	17
Total of all active and inactive participants	2017-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	109
Number of participants with account balances	2017-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	10
2016: ST. JOHNSBURY AUTOMOBILE COMPANY 401(K) P/S PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	89
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	39
Total of all active and inactive participants	2016-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	128
Number of participants with account balances	2016-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	19

Financial Data on ST. JOHNSBURY AUTOMOBILE COMPANY 401(K) P/S PLAN

Measure	Date	Value
2019 : ST. JOHNSBURY AUTOMOBILE COMPANY 401(K) P/S PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$1,176,024
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$914,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$882,460
Value of total corrective distributions	2019-12-31	$726
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$714,409
Value of total assets at end of year	2019-12-31	$2,689,728
Value of total assets at beginning of year	2019-12-31	$2,428,291
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$31,401
Total interest from all sources	2019-12-31	$5,099
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$3,570
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$400,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$441,065
Participant contributions at end of year	2019-12-31	$105,799
Participant contributions at beginning of year	2019-12-31	$105,255
Participant contributions at beginning of year	2019-12-31	$217
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$84,328
Administrative expenses (other) incurred	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$261,437
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,689,728
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,428,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,575,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,308,390
Interest on participant loans	2019-12-31	$5,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$456,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$189,016
Employer contributions (assets) at end of year	2019-12-31	$8,171
Employer contributions (assets) at beginning of year	2019-12-31	$14,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$882,460
Contract administrator fees	2019-12-31	$27,831
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	TYLER, SIMMS & SAUVEUR, CPAS, PC
Accountancy firm EIN	2019-12-31	010448006
2018 : ST. JOHNSBURY AUTOMOBILE COMPANY 401(K) P/S PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$575,246
Total of all expenses incurred	2018-12-31	$439,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$413,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$695,797
Value of total assets at end of year	2018-12-31	$2,428,291
Value of total assets at beginning of year	2018-12-31	$2,292,648
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$26,390
Total interest from all sources	2018-12-31	$3,838
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$2,435
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$414,732
Participant contributions at end of year	2018-12-31	$105,255
Participant contributions at beginning of year	2018-12-31	$43,573
Participant contributions at end of year	2018-12-31	$217
Participant contributions at beginning of year	2018-12-31	$392
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$88,187
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$135,643
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,428,291
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,292,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,308,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$2,234,858
Interest on participant loans	2018-12-31	$3,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-124,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$192,878
Employer contributions (assets) at end of year	2018-12-31	$14,429
Employer contributions (assets) at beginning of year	2018-12-31	$13,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$413,213
Contract administrator fees	2018-12-31	$23,955
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	TYLER, SIMMS & SAUVEUR, CPAS, PC
Accountancy firm EIN	2018-12-31	010448006
2017 : ST. JOHNSBURY AUTOMOBILE COMPANY 401(K) P/S PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$761,211
Total of all expenses incurred	2017-12-31	$260,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$234,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$442,978
Value of total assets at end of year	2017-12-31	$2,292,648
Value of total assets at beginning of year	2017-12-31	$1,792,018
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$25,591
Total interest from all sources	2017-12-31	$1,480
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$4,309
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$298,808
Participant contributions at end of year	2017-12-31	$43,573
Participant contributions at beginning of year	2017-12-31	$28,889
Participant contributions at end of year	2017-12-31	$392
Participant contributions at beginning of year	2017-12-31	$2,933
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$4,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$500,630
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,292,648
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,792,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$2,234,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,691,247
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$1,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$316,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$139,402
Employer contributions (assets) at end of year	2017-12-31	$13,825
Employer contributions (assets) at beginning of year	2017-12-31	$68,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$234,990
Contract administrator fees	2017-12-31	$21,282
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ALBIN, RANDALL & BENNETT, CPAS
Accountancy firm EIN	2017-12-31	010448006
2016 : ST. JOHNSBURY AUTOMOBILE COMPANY 401(K) P/S PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$621,858
Total of all expenses incurred	2016-12-31	$96,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$59,638
Value of total corrective distributions	2016-12-31	$19,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$521,507
Value of total assets at end of year	2016-12-31	$1,792,018
Value of total assets at beginning of year	2016-12-31	$1,266,165
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$16,371
Total interest from all sources	2016-12-31	$1,073
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$2,670
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$315,956
Participant contributions at end of year	2016-12-31	$28,889
Participant contributions at beginning of year	2016-12-31	$33,682
Participant contributions at end of year	2016-12-31	$2,933
Participant contributions at beginning of year	2016-12-31	$1,965
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$7,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$525,853
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,792,018
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,266,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,691,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$1,144,790
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$1,073
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$99,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$198,270
Employer contributions (assets) at end of year	2016-12-31	$68,949
Employer contributions (assets) at beginning of year	2016-12-31	$85,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$59,638
Contract administrator fees	2016-12-31	$13,701
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	ALBIN, RANDALL & BENNETT, CPAS
Accountancy firm EIN	2016-12-31	010448006

Form 5500 Responses for ST. JOHNSBURY AUTOMOBILE COMPANY 401(K) P/S PLAN

2019: ST. JOHNSBURY AUTOMOBILE COMPANY 401(K) P/S PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ST. JOHNSBURY AUTOMOBILE COMPANY 401(K) P/S PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ST. JOHNSBURY AUTOMOBILE COMPANY 401(K) P/S PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ST. JOHNSBURY AUTOMOBILE COMPANY 401(K) P/S PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

121934

Policy instance

Insurance contract or identification number	121934
Number of Individuals Covered	157
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $12,762
Total amount of fees paid to insurance company	USD $1,326
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 Broker	USD $12,762
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	4
Amount paid for insurance broker fees	1326

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

121934

Policy instance

Insurance contract or identification number	121934
Number of Individuals Covered	144
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $11,214
Total amount of fees paid to insurance company	USD $3,593
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $11,214
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	4
Amount paid for insurance broker fees	3593

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

121934

Policy instance

Insurance contract or identification number	121934
Number of Individuals Covered	108
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $9,801
Total amount of fees paid to insurance company	USD $1,280
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 Broker	USD $9,801
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	4
Amount paid for insurance broker fees	1280
Insurance broker name	PENSION WORKS, INC.

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Company Name:	ST. JOHNSBURY AUTOMOBILE COMPANY
Employer identification number (EIN):	030357105
NAIC Classification:	441110
NAIC Description:	New Car Dealers