401k Plan data: SHULTS AUTO GROUP 401(K) PLAN plan

SHULTS AUTO GROUP 401(K) PLAN 401k Plan overview

Plan Name	SHULTS AUTO GROUP 401(K) PLAN
Plan identification number	001

SHULTS AUTO GROUP 401(K) PLAN Benefits

401k Plan Type

Defined 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.
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

ED SHULTS CHEVROLET, INC. has sponsored the creation of one or more 401k plans.

Company Name: ED SHULTS CHEVROLET, INC.

Employer identification number (EIN): 161169076

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SHULTS AUTO GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 TIM SHULTS TIM SHULTS 2017-10-13
001 2015-01-01 TIM SHULTS TIM SHULTS 2016-10-17
001 2014-01-01 TIM SHULTS TIM SHULTS 2015-10-15
001 2014-01-01 TIM SHULTS TIM SHULTS 2015-10-15
001 2013-01-01 TIM SHULTS TIM SHULTS 2014-10-14
001 2012-01-01 TIM SHULTS TIM SHULTS 2013-10-14
001 2009-01-01 TIMOTHY SHULTS TIMOTHY SHULTS 2010-10-15
001 2009-01-01 TIMOTHY SHULTS TIMOTHY SHULTS 2010-10-15
001 2009-01-01 TIMOTHY SHULTS TIMOTHY SHULTS 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2016-01-01	TIM SHULTS	TIM SHULTS	2017-10-13
001	2015-01-01	TIM SHULTS	TIM SHULTS	2016-10-17
001	2014-01-01	TIM SHULTS	TIM SHULTS	2015-10-15
001	2014-01-01	TIM SHULTS	TIM SHULTS	2015-10-15
001	2013-01-01	TIM SHULTS	TIM SHULTS	2014-10-14
001	2012-01-01	TIM SHULTS	TIM SHULTS	2013-10-14
001	2009-01-01	TIMOTHY SHULTS	TIMOTHY SHULTS	2010-10-15
001	2009-01-01	TIMOTHY SHULTS	TIMOTHY SHULTS	2010-10-15
001	2009-01-01	TIMOTHY SHULTS	TIMOTHY SHULTS	2010-10-15

Plan Statistics for SHULTS AUTO GROUP 401(K) PLAN

401k plan membership statisitcs for SHULTS AUTO GROUP 401(K) PLAN

Measure Date Value
2016: SHULTS AUTO GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 167
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 156
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 11
Total of all active and inactive participants 2016-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 169
Number of participants with account balances 2016-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: SHULTS AUTO GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 153
Number of retired or separated participants receiving benefits 2015-01-01 2
Number of other retired or separated participants entitled to future benefits 2015-01-01 12
Total of all active and inactive participants 2015-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 168
Number of participants with account balances 2015-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: SHULTS AUTO GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 143
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 16
Total of all active and inactive participants 2014-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 160
Number of participants with account balances 2014-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: SHULTS AUTO GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 156
Number of retired or separated participants receiving benefits 2013-01-01 5
Number of other retired or separated participants entitled to future benefits 2013-01-01 12
Total of all active and inactive participants 2013-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 173
Number of participants with account balances 2013-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: SHULTS AUTO GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 143
Number of other retired or separated participants entitled to future benefits 2012-01-01 18
Total of all active and inactive participants 2012-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 161
Number of participants with account balances 2012-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2009: SHULTS AUTO GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 155
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 167
Number of participants with account balances 2009-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2016: SHULTS AUTO GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	167
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	156
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	169
Number of participants with account balances	2016-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: SHULTS AUTO GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	153
Number of retired or separated participants receiving benefits	2015-01-01	2
Number of other retired or separated participants entitled to future benefits	2015-01-01	12
Total of all active and inactive participants	2015-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	168
Number of participants with account balances	2015-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: SHULTS AUTO GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	143
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	16
Total of all active and inactive participants	2014-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	160
Number of participants with account balances	2014-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: SHULTS AUTO GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	156
Number of retired or separated participants receiving benefits	2013-01-01	5
Number of other retired or separated participants entitled to future benefits	2013-01-01	12
Total of all active and inactive participants	2013-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	173
Number of participants with account balances	2013-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: SHULTS AUTO GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	143
Number of other retired or separated participants entitled to future benefits	2012-01-01	18
Total of all active and inactive participants	2012-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	161
Number of participants with account balances	2012-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2009: SHULTS AUTO GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	155
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	167
Number of participants with account balances	2009-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on SHULTS AUTO GROUP 401(K) PLAN

Measure	Date	Value
2016 : SHULTS AUTO GROUP 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$368,071
Total of all expenses incurred	2016-12-31	$181,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$179,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$228,748
Value of total assets at end of year	2016-12-31	$3,273,417
Value of total assets at beginning of year	2016-12-31	$3,087,067
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,278
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	$0
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	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$191,273
Participant contributions at end of year	2016-12-31	$4,757
Participant contributions at beginning of year	2016-12-31	$4,790
Administrative expenses (other) incurred	2016-12-31	$1,360
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	$186,350
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,273,417
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,087,067
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,555,106
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,540,578
Value of interest in common/collective trusts at end of year	2016-12-31	$712,434
Value of interest in common/collective trusts at beginning of year	2016-12-31	$540,654
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$-85,851
Net investment gain or loss from common/collective trusts	2016-12-31	$225,174
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	$37,475
Employer contributions (assets) at end of year	2016-12-31	$1,120
Employer contributions (assets) at beginning of year	2016-12-31	$1,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$179,443
Contract administrator fees	2016-12-31	$918
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	BUFFAMANTE WHIPPLE BUTTAFARO P.C.
Accountancy firm EIN	2016-12-31	161117932
2015 : SHULTS AUTO GROUP 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$154,273
Total of all expenses incurred	2015-12-31	$391,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$388,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$234,172
Value of total assets at end of year	2015-12-31	$3,087,067
Value of total assets at beginning of year	2015-12-31	$3,323,881
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,309
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$197,678
Participant contributions at end of year	2015-12-31	$4,790
Participant contributions at beginning of year	2015-12-31	$2,439
Administrative expenses (other) incurred	2015-12-31	$1,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-236,814
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,087,067
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,323,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,540,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,319,389
Value of interest in common/collective trusts at end of year	2015-12-31	$540,654
Value of interest in common/collective trusts at beginning of year	2015-12-31	$1,001,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-78,355
Net investment gain or loss from common/collective trusts	2015-12-31	$-1,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$36,494
Employer contributions (assets) at end of year	2015-12-31	$1,045
Employer contributions (assets) at beginning of year	2015-12-31	$418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$388,778
Contract administrator fees	2015-12-31	$899
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BUFFAMANTE WHIPPLE BUTTAFARO P.C.
Accountancy firm EIN	2015-12-31	161117932
2014 : SHULTS AUTO GROUP 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$281,183
Total of all expenses incurred	2014-12-31	$273,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$270,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$230,468
Value of total assets at end of year	2014-12-31	$3,323,881
Value of total assets at beginning of year	2014-12-31	$3,316,674
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$192,379
Participant contributions at end of year	2014-12-31	$2,439
Participant contributions at beginning of year	2014-12-31	$2,720
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,559
Administrative expenses (other) incurred	2014-12-31	$2,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$7,207
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,323,881
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,316,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,319,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,192,265
Value of interest in common/collective trusts at end of year	2014-12-31	$1,001,635
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,121,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$56,144
Net investment gain or loss from common/collective trusts	2014-12-31	$-5,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$36,530
Employer contributions (assets) at end of year	2014-12-31	$418
Employer contributions (assets) at beginning of year	2014-12-31	$539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$270,941
Contract administrator fees	2014-12-31	$925
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BUFFAMANTE WHIPPLE BUTTAFARO P.C.
Accountancy firm EIN	2014-12-31	161117932
2013 : SHULTS AUTO GROUP 401(K) PLAN 2013 401k financial data
Total transfer of assets from this plan	2013-12-31	$144,417
Total income from all sources (including contributions)	2013-12-31	$480,124
Total of all expenses incurred	2013-12-31	$67,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$65,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$218,849
Value of total assets at end of year	2013-12-31	$3,316,674
Value of total assets at beginning of year	2013-12-31	$3,048,004
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$183,042
Participant contributions at end of year	2013-12-31	$2,720
Participant contributions at beginning of year	2013-12-31	$2,733
Administrative expenses (other) incurred	2013-12-31	$750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$413,087
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,316,674
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,048,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,192,265
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,903,741
Value of interest in common/collective trusts at end of year	2013-12-31	$1,121,150
Value of interest in common/collective trusts at beginning of year	2013-12-31	$1,141,084
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$267,276
Net investment gain or loss from common/collective trusts	2013-12-31	$-6,001
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$35,807
Employer contributions (assets) at end of year	2013-12-31	$539
Employer contributions (assets) at beginning of year	2013-12-31	$446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$65,355
Contract administrator fees	2013-12-31	$932
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BUFFAMANTE WHIPPLE BUTTAFARO P.C.
Accountancy firm EIN	2013-12-31	161117932
2012 : SHULTS AUTO GROUP 401(K) PLAN 2012 401k financial data
Total transfer of assets to this plan	2012-12-31	$151,942
Total income from all sources (including contributions)	2012-12-31	$431,349
Total of all expenses incurred	2012-12-31	$575,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$572,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$216,260
Value of total assets at end of year	2012-12-31	$3,048,004
Value of total assets at beginning of year	2012-12-31	$3,040,396
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$181,972
Participant contributions at end of year	2012-12-31	$2,733
Participant contributions at beginning of year	2012-12-31	$2,255
Administrative expenses (other) incurred	2012-12-31	$2,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-144,334
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,048,004
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,040,396
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,903,741
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,815,005
Value of interest in common/collective trusts at end of year	2012-12-31	$1,141,084
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,222,736
Net investment gain or loss from common/collective trusts	2012-12-31	$-1,606
Net gain/loss from 103.12 investment entities	2012-12-31	$216,695
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$34,288
Employer contributions (assets) at end of year	2012-12-31	$446
Employer contributions (assets) at beginning of year	2012-12-31	$400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$572,169
Contract administrator fees	2012-12-31	$689
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BUFFAMANTE WHIPPLE BUTTAFARO P.C.
Accountancy firm EIN	2012-12-31	161117932
2010 : SHULTS AUTO GROUP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$372,856
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$650,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$647,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$200,338
Value of total assets at end of year	2010-12-31	$3,425,533
Value of total assets at beginning of year	2010-12-31	$3,702,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,100
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$167,794
Participant contributions at end of year	2010-12-31	$4,303
Participant contributions at beginning of year	2010-12-31	$1,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-277,183
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,425,533
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,702,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,168,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,515,460
Value of interest in common/collective trusts at end of year	2010-12-31	$1,251,969
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,185,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$161,511
Net investment gain or loss from common/collective trusts	2010-12-31	$11,007
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$32,544
Employer contributions (assets) at end of year	2010-12-31	$744
Employer contributions (assets) at beginning of year	2010-12-31	$288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$647,939
Contract administrator fees	2010-12-31	$2,100
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BUFFAMANTE WHIPPLE BUTTAFARO P.C.
Accountancy firm EIN	2010-12-31	161117932

Form 5500 Responses for SHULTS AUTO GROUP 401(K) PLAN

2016: SHULTS AUTO GROUP 401(K) 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SHULTS AUTO GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SHULTS AUTO GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SHULTS AUTO GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SHULTS AUTO GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2009: SHULTS AUTO GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ED SHULTS CHEVROLET, INC.
Employer identification number (EIN):	161169076
NAIC Classification:	441110
NAIC Description:	New Car Dealers