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THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameTHE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 001

THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DAVE HALLMAN CHEVEROLET,INC. has sponsored the creation of one or more 401k plans.

Company Name:DAVE HALLMAN CHEVEROLET,INC.
Employer identification number (EIN):251258881
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01AMY HORN
0012016-01-01AMY HORN
0012015-01-01AMY HORN
0012014-01-01AMY HORN
0012013-01-01AMY HORN
0012012-01-01AMY HORN
0012011-01-01AMY HORN
0012009-01-01SUSAN HARPER

Plan Statistics for THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01243
Total number of active participants reported on line 7a of the Form 55002022-01-01246
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0144
Total of all active and inactive participants2022-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01290
Number of participants with account balances2022-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01252
Total number of active participants reported on line 7a of the Form 55002021-01-01189
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-0149
Total of all active and inactive participants2021-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01243
Number of participants with account balances2021-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01286
Total number of active participants reported on line 7a of the Form 55002020-01-01188
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0157
Total of all active and inactive participants2020-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01250
Number of participants with account balances2020-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01304
Total number of active participants reported on line 7a of the Form 55002019-01-01249
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0126
Total of all active and inactive participants2019-01-01282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01282
Number of participants with account balances2019-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01304
Total number of active participants reported on line 7a of the Form 55002018-01-01280
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01307
Number of participants with account balances2018-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01295
Total number of active participants reported on line 7a of the Form 55002017-01-01260
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0132
Total of all active and inactive participants2017-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01296
Number of participants with account balances2017-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01302
Total number of active participants reported on line 7a of the Form 55002016-01-01273
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01304
Number of participants with account balances2016-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01295
Total number of active participants reported on line 7a of the Form 55002015-01-01292
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0117
Total of all active and inactive participants2015-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01313
Number of participants with account balances2015-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01299
Total number of active participants reported on line 7a of the Form 55002014-01-01272
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0123
Total of all active and inactive participants2014-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01298
Number of participants with account balances2014-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01284
Total number of active participants reported on line 7a of the Form 55002013-01-01281
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01305
Number of participants with account balances2013-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01280
Total number of active participants reported on line 7a of the Form 55002012-01-01259
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01285
Number of participants with account balances2012-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01296
Total number of active participants reported on line 7a of the Form 55002011-01-01272
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01298
Number of participants with account balances2011-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01285
Total number of active participants reported on line 7a of the Form 55002009-01-01279
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01302
Number of participants with account balances2009-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$12,721
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$16,969
Total income from all sources (including contributions)2022-12-31$-1,729,041
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,443,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,426,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$300,907
Value of total assets at end of year2022-12-31$8,639,629
Value of total assets at beginning of year2022-12-31$11,816,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$17,172
Total interest from all sources2022-12-31$14,909
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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 period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$297,924
Participant contributions at end of year2022-12-31$44,691
Participant contributions at beginning of year2022-12-31$44,143
Participant contributions at end of year2022-12-31$2,053
Participant contributions at beginning of year2022-12-31$6,662
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,983
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,741
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$12,721
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$16,969
Administrative expenses (other) incurred2022-12-31$10,220
Total non interest bearing cash at beginning of year2022-12-31$1,129,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,172,417
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,626,908
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$11,799,325
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
Investment advisory and management fees2022-12-31$5,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,632,453
Value of interest in pooled separate accounts at end of year2022-12-31$7,634,078
Interest on participant loans2022-12-31$1,678
Interest earned on other investments2022-12-31$13,231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$958,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-876,035
Net investment gain/loss from pooled separate accounts2022-12-31$-1,170,560
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Income. Dividends from common stock2022-12-31$1,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,426,204
Contract administrator fees2022-12-31$1,542
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 name2022-12-31SCHAFFNER, KNIGHT, MINNAUGH & CO.
Accountancy firm EIN2022-12-31251690617
2021 : THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$1,432,145
Total unrealized appreciation/depreciation of assets2021-12-31$1,432,145
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$16,969
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,658
Total income from all sources (including contributions)2021-12-31$1,847,936
Total of all expenses incurred2021-12-31$997,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$969,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$276,893
Value of total assets at end of year2021-12-31$11,816,294
Value of total assets at beginning of year2021-12-31$10,955,210
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,443
Total interest from all sources2021-12-31$2,105
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$136,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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 period2021-12-31Yes
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$276,893
Participant contributions at end of year2021-12-31$44,143
Participant contributions at beginning of year2021-12-31$54,627
Participant contributions at end of year2021-12-31$6,662
Participant contributions at beginning of year2021-12-31$8,390
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,741
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$39,977
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$16,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$6,658
Administrative expenses (other) incurred2021-12-31$27,443
Total non interest bearing cash at end of year2021-12-31$1,129,295
Total non interest bearing cash at beginning of year2021-12-31$1,201,891
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$850,773
Value of net assets at end of year (total assets less liabilities)2021-12-31$11,799,325
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,948,552
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$10,632,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,650,325
Interest on participant loans2021-12-31$2,105
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Income. Dividends from common stock2021-12-31$136,793
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$969,720
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
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 name2021-12-31SCHAFFNER KNIGHT MINNAUGH & CO PC
Accountancy firm EIN2021-12-31251690617
2020 : THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$335,358
Total unrealized appreciation/depreciation of assets2020-12-31$335,358
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,658
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,457
Total income from all sources (including contributions)2020-12-31$1,989,068
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,370,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,343,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$377,782
Value of total assets at end of year2020-12-31$10,955,210
Value of total assets at beginning of year2020-12-31$10,335,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$26,039
Total interest from all sources2020-12-31$1,502
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$121,162
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$121,162
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$377,782
Participant contributions at end of year2020-12-31$54,627
Participant contributions at beginning of year2020-12-31$11,769
Participant contributions at end of year2020-12-31$8,390
Participant contributions at beginning of year2020-12-31$2,791
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$39,977
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$12,747
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$6,658
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$6,457
Administrative expenses (other) incurred2020-12-31$26,039
Total non interest bearing cash at end of year2020-12-31$1,201,891
Total non interest bearing cash at beginning of year2020-12-31$12,627
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$619,061
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,948,552
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,329,491
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$9,650,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,712,256
Interest on participant loans2020-12-31$1,502
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$1,583,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,153,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,343,968
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SCHAFFNER KNIGHT MINNAUGH CO. PC
Accountancy firm EIN2020-12-31251690617
2019 : THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$990,649
Total unrealized appreciation/depreciation of assets2019-12-31$990,649
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,457
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$143
Total income from all sources (including contributions)2019-12-31$2,373,605
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,196,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,169,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$392,768
Value of total assets at end of year2019-12-31$10,335,948
Value of total assets at beginning of year2019-12-31$9,152,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,529
Total interest from all sources2019-12-31$42,538
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$101,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$27,529
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$382,462
Participant contributions at end of year2019-12-31$11,769
Participant contributions at beginning of year2019-12-31$20,744
Participant contributions at end of year2019-12-31$2,791
Participant contributions at beginning of year2019-12-31$4,936
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,306
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$12,747
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,534
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$6,457
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$143
Total non interest bearing cash at end of year2019-12-31$12,627
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,177,019
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,329,491
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,152,472
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$8,712,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,312,486
Interest on participant loans2019-12-31$754
Value of interest in common/collective trusts at end of year2019-12-31$1,583,758
Value of interest in common/collective trusts at beginning of year2019-12-31$1,809,915
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$41,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$846,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Income. Dividends from common stock2019-12-31$101,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,169,057
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SCHAFFNER KNIGHT MINNAUGH CO. PC
Accountancy firm EIN2019-12-31251690617
2018 : THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,590,957
Total unrealized appreciation/depreciation of assets2018-12-31$-1,590,957
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13,649
Total income from all sources (including contributions)2018-12-31$50,635
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,886,845
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,857,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$414,758
Value of total assets at end of year2018-12-31$9,152,615
Value of total assets at beginning of year2018-12-31$11,002,331
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,732
Total interest from all sources2018-12-31$39,775
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$86,748
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$86,748
Administrative expenses professional fees incurred2018-12-31$29,732
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$410,886
Participant contributions at end of year2018-12-31$20,744
Participant contributions at beginning of year2018-12-31$44,978
Participant contributions at end of year2018-12-31$4,936
Participant contributions at beginning of year2018-12-31$5,266
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$3,872
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,534
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3,831
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$143
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$6,288
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$8,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,836,210
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,152,472
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,988,682
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$7,312,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,085,258
Interest on participant loans2018-12-31$1,182
Value of interest in common/collective trusts at end of year2018-12-31$1,809,915
Value of interest in common/collective trusts at beginning of year2018-12-31$1,854,432
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$38,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$1,100,311
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,857,113
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$7,361
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 name2018-12-31SCHAFFNER KNIGHT MINNAUGH CO. PC
Accountancy firm EIN2018-12-31251690617
2017 : THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$869,299
Total unrealized appreciation/depreciation of assets2017-12-31$869,299
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$13,649
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$24,651
Total income from all sources (including contributions)2017-12-31$2,289,140
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,711,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,684,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$498,452
Value of total assets at end of year2017-12-31$11,002,331
Value of total assets at beginning of year2017-12-31$10,435,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$27,073
Total interest from all sources2017-12-31$1,464
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$116,005
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$116,005
Administrative expenses professional fees incurred2017-12-31$27,073
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 period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$459,895
Participant contributions at end of year2017-12-31$44,978
Participant contributions at beginning of year2017-12-31$31,639
Participant contributions at end of year2017-12-31$5,266
Participant contributions at beginning of year2017-12-31$4,991
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$38,557
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$20
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,831
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$4,199
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$6,288
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$24,651
Total non interest bearing cash at end of year2017-12-31$8,566
Total non interest bearing cash at beginning of year2017-12-31$306
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$577,439
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,988,682
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,411,243
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$9,085,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,449,406
Income. Interest from loans (other than to participants)2017-12-31$1,464
Value of interest in common/collective trusts at end of year2017-12-31$1,854,432
Value of interest in common/collective trusts at beginning of year2017-12-31$1,945,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$803,920
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,684,608
Liabilities. Value of benefit claims payable at end of year2017-12-31$7,361
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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 name2017-12-31SCHAFFNER KNIGHT MINNAUGH CO. PC
Accountancy firm EIN2017-12-31251690617
2016 : THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$130,276
Total unrealized appreciation/depreciation of assets2016-12-31$130,276
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$24,651
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$15,603
Total income from all sources (including contributions)2016-12-31$1,060,938
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$506,552
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$480,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$453,769
Value of total assets at end of year2016-12-31$10,435,894
Value of total assets at beginning of year2016-12-31$9,872,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$25,980
Total interest from all sources2016-12-31$35,006
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$95,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$95,216
Administrative expenses professional fees incurred2016-12-31$25,980
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$453,749
Participant contributions at end of year2016-12-31$31,639
Participant contributions at beginning of year2016-12-31$55,100
Participant contributions at end of year2016-12-31$4,991
Participant contributions at beginning of year2016-12-31$2,316
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$20
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$4,199
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,344
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$24,651
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$15,603
Total non interest bearing cash at end of year2016-12-31$306
Total non interest bearing cash at beginning of year2016-12-31$2,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$554,386
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,411,243
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,856,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,449,406
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,324,346
Interest on participant loans2016-12-31$1,661
Value of interest in common/collective trusts at end of year2016-12-31$1,945,353
Value of interest in common/collective trusts at beginning of year2016-12-31$1,486,263
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$33,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$346,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$480,572
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SCHAFFNER KNIGHT MINNAUGH CO. PC
Accountancy firm EIN2016-12-31251690617
2015 : THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-233,389
Total unrealized appreciation/depreciation of assets2015-12-31$-233,389
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$15,603
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$647,496
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$262,143
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$238,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$508,904
Value of total assets at end of year2015-12-31$9,872,460
Value of total assets at beginning of year2015-12-31$9,471,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,416
Total interest from all sources2015-12-31$28,638
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$82,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$82,448
Administrative expenses professional fees incurred2015-12-31$23,416
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$686,700
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$508,904
Participant contributions at end of year2015-12-31$55,100
Participant contributions at beginning of year2015-12-31$57,608
Participant contributions at end of year2015-12-31$2,316
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,344
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,177
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$15,603
Total non interest bearing cash at end of year2015-12-31$2,091
Total non interest bearing cash at beginning of year2015-12-31$1,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$385,353
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,856,857
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,471,504
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,324,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,040,784
Interest on participant loans2015-12-31$2,301
Value of interest in common/collective trusts at end of year2015-12-31$1,486,263
Value of interest in common/collective trusts at beginning of year2015-12-31$1,369,455
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$26,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$260,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$238,727
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SCHAFFNER KNIGHT MINNAUGH CO. PC
Accountancy firm EIN2015-12-31251690617
2014 : THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-271,281
Total unrealized appreciation/depreciation of assets2014-12-31$-271,281
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,768
Total income from all sources (including contributions)2014-12-31$1,118,661
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$723,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$700,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$488,649
Value of total assets at end of year2014-12-31$9,471,504
Value of total assets at beginning of year2014-12-31$9,078,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$23,085
Total interest from all sources2014-12-31$23,390
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$82,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$82,369
Administrative expenses professional fees incurred2014-12-31$23,085
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$686,790
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$488,649
Participant contributions at end of year2014-12-31$57,608
Participant contributions at beginning of year2014-12-31$47,687
Participant contributions at beginning of year2014-12-31$1,205
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,177
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,331
Total non interest bearing cash at end of year2014-12-31$1,480
Total non interest bearing cash at beginning of year2014-12-31$1,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$395,097
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,471,504
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,076,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,040,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,750,665
Interest on participant loans2014-12-31$1,866
Value of interest in common/collective trusts at end of year2014-12-31$1,369,455
Value of interest in common/collective trusts at beginning of year2014-12-31$1,274,519
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$21,524
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$795,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$700,479
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$1,768
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SCHAFFNER KNIGHT MINNAUGH CO. PC
Accountancy firm EIN2014-12-31251690617
2013 : THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,424,666
Total unrealized appreciation/depreciation of assets2013-12-31$1,424,666
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,768
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,942
Total income from all sources (including contributions)2013-12-31$2,362,921
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$604,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$586,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$460,592
Value of total assets at end of year2013-12-31$9,078,175
Value of total assets at beginning of year2013-12-31$7,326,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$18,359
Total interest from all sources2013-12-31$20,276
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$84,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$84,432
Administrative expenses professional fees incurred2013-12-31$18,359
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$686,790
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$453,793
Participant contributions at end of year2013-12-31$47,687
Participant contributions at beginning of year2013-12-31$82,812
Participant contributions at end of year2013-12-31$1,205
Participant contributions at beginning of year2013-12-31$1,431
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,799
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,331
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,018
Total non interest bearing cash at end of year2013-12-31$1,768
Total non interest bearing cash at beginning of year2013-12-31$9,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,758,133
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,076,407
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,318,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,750,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,049,517
Interest on participant loans2013-12-31$1,494
Value of interest in common/collective trusts at end of year2013-12-31$1,274,519
Value of interest in common/collective trusts at beginning of year2013-12-31$1,179,867
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$18,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$372,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$586,429
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$1,768
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$7,942
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SCHAFFNER KNIGHT MINNAUGH CO. P.C.
Accountancy firm EIN2013-12-31251690617
2012 : THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$574,428
Total unrealized appreciation/depreciation of assets2012-12-31$574,428
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,942
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$331
Total income from all sources (including contributions)2012-12-31$1,256,562
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$805,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$773,502
Expenses. Certain deemed distributions of participant loans2012-12-31$1,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$423,501
Value of total assets at end of year2012-12-31$7,326,216
Value of total assets at beginning of year2012-12-31$6,867,899
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$31,131
Total interest from all sources2012-12-31$32,514
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$90,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$90,444
Administrative expenses professional fees incurred2012-12-31$31,131
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$410,983
Participant contributions at end of year2012-12-31$82,812
Participant contributions at beginning of year2012-12-31$88,614
Participant contributions at end of year2012-12-31$1,431
Participant contributions at beginning of year2012-12-31$13,259
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$12,518
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,018
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$4,100
Total non interest bearing cash at end of year2012-12-31$9,571
Total non interest bearing cash at beginning of year2012-12-31$1,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$450,706
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,318,274
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,867,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,049,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,491,083
Interest on participant loans2012-12-31$2,812
Value of interest in common/collective trusts at end of year2012-12-31$1,179,867
Value of interest in common/collective trusts at beginning of year2012-12-31$1,269,458
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$29,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$135,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$773,502
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$7,942
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$331
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SCHAFFNER KNIGHT MINNAUGH CO., PC
Accountancy firm EIN2012-12-31251690617
2011 : THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$331
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$804
Total income from all sources (including contributions)2011-12-31$453,624
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$118,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$85,517
Value of total corrective distributions2011-12-31$5,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$440,119
Value of total assets at end of year2011-12-31$6,867,899
Value of total assets at beginning of year2011-12-31$6,533,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$27,584
Total interest from all sources2011-12-31$30,681
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$105,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$27,394
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$88,614
Participant contributions at beginning of year2011-12-31$94,533
Participant contributions at end of year2011-12-31$13,259
Participant contributions at beginning of year2011-12-31$10,615
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$4,100
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,468
Administrative expenses (other) incurred2011-12-31$190
Total non interest bearing cash at end of year2011-12-31$1,385
Total non interest bearing cash at beginning of year2011-12-31$405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$334,687
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,867,568
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,532,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,491,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,524,531
Income. Interest from loans (other than to participants)2011-12-31$2,847
Value of interest in common/collective trusts at end of year2011-12-31$1,269,458
Value of interest in common/collective trusts at beginning of year2011-12-31$900,133
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$27,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-123,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$440,119
Income. Dividends from common stock2011-12-31$105,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$85,517
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$331
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$804
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SHAFNER KNIGHT MINNAUGH AND COMPANY
Accountancy firm EIN2011-12-31251690617
2010 : THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$804
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$807
Total income from all sources (including contributions)2010-12-31$1,191,883
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$468,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$410,653
Expenses. Certain deemed distributions of participant loans2010-12-31$31,903
Value of total corrective distributions2010-12-31$804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$408,192
Value of total assets at end of year2010-12-31$6,533,685
Value of total assets at beginning of year2010-12-31$5,810,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$24,899
Total interest from all sources2010-12-31$7,561
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$80,633
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$80,633
Administrative expenses professional fees incurred2010-12-31$24,899
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$408,192
Participant contributions at end of year2010-12-31$94,533
Participant contributions at beginning of year2010-12-31$81,951
Participant contributions at end of year2010-12-31$10,615
Participant contributions at beginning of year2010-12-31$10,534
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,468
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$6,418
Total non interest bearing cash at end of year2010-12-31$405
Total non interest bearing cash at beginning of year2010-12-31$1,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$723,624
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,532,881
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,809,257
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,524,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,150,090
Interest on participant loans2010-12-31$7,561
Value of interest in common/collective trusts at end of year2010-12-31$900,133
Value of interest in common/collective trusts at beginning of year2010-12-31$559,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$695,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$410,653
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$804
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$807
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SHAFNER KNIGHT MINNAUGH & COMPANY
Accountancy firm EIN2010-12-31251690617

Form 5500 Responses for THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN

2022: THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS 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 HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE HALLMAN AUTOMOTIVE GROUP 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number086548
Policy instance 1
Insurance contract or identification number086548
Number of Individuals Covered290
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $49,209
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $49,209
Insurance broker organization code?3

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