401k Plan data: BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN plan

BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN 401k Plan overview

Plan Name	BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN
Plan identification number	002

BALLWEG FAMILY OF DEALERSHIPS' 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.
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

BALLWEG FAMILY OF DEALERSHIPS has sponsored the creation of one or more 401k plans.

Company Name: BALLWEG FAMILY OF DEALERSHIPS

Employer identification number (EIN): 392012619

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2013-01-01 RICH BREUNIG RICH BREUNIG 2014-07-28
002 2012-01-01 RICH BREUNIG RICH BREUNIG 2013-07-31
002 2011-01-01 JASON BRICKL JASON BRICKL 2012-07-31
002 2010-01-01 JASON BRICKL

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2013-01-01	RICH BREUNIG	RICH BREUNIG	2014-07-28
002	2012-01-01	RICH BREUNIG	RICH BREUNIG	2013-07-31
002	2011-01-01	JASON BRICKL	JASON BRICKL	2012-07-31
002	2010-01-01	JASON BRICKL

Plan Statistics for BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN

401k plan membership statisitcs for BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN

Measure Date Value
2013: BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 221
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 17
Total of all active and inactive participants 2013-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 239
Number of participants with account balances 2013-01-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 7
2012: BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 188
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 14
Total of all active and inactive participants 2012-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 202
Number of participants with account balances 2012-01-01 171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 8
2011: BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 181
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 16
Total of all active and inactive participants 2011-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 197
Number of participants with account balances 2011-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 18
2010: BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 124
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 17
Total of all active and inactive participants 2010-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 141
Number of participants with account balances 2010-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 13

Measure	Date	Value
2013: BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	221
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	17
Total of all active and inactive participants	2013-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	239
Number of participants with account balances	2013-01-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	7
2012: BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	188
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	14
Total of all active and inactive participants	2012-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	202
Number of participants with account balances	2012-01-01	171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	8
2011: BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	181
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	16
Total of all active and inactive participants	2011-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	197
Number of participants with account balances	2011-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	18
2010: BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	124
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	17
Total of all active and inactive participants	2010-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	141
Number of participants with account balances	2010-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	13

Financial Data on BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN

Measure	Date	Value
2013 : BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,524,097
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$312,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$277,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,679,823
Value of total assets at end of year	2013-12-31	$11,300,099
Value of total assets at beginning of year	2013-12-31	$8,088,160
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$34,644
Total interest from all sources	2013-12-31	$4,378
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$34,644
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	$717,634
Participant contributions at end of year	2013-12-31	$96,371
Participant contributions at beginning of year	2013-12-31	$93,499
Participant contributions at end of year	2013-12-31	$3,724
Participant contributions at beginning of year	2013-12-31	$18,290
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$722,600
Total non interest bearing cash at end of year	2013-12-31	$6,070
Total non interest bearing cash at beginning of year	2013-12-31	$12
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	$3,211,939
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$11,300,099
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$8,088,160
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	$10,876,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,913,541
Interest on participant loans	2013-12-31	$4,367
Value of interest in common/collective trusts at end of year	2013-12-31	$109,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$153,794
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,839,896
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	$239,589
Employer contributions (assets) at end of year	2013-12-31	$54,832
Employer contributions (assets) at beginning of year	2013-12-31	$62,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$277,514
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	MCGLADREY, LLP
Accountancy firm EIN	2013-12-31	420714325
2012 : BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,905,289
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$455,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$421,516
Value of total corrective distributions	2012-12-31	$3,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$962,338
Value of total assets at end of year	2012-12-31	$8,088,160
Value of total assets at beginning of year	2012-12-31	$6,638,172
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$30,364
Total interest from all sources	2012-12-31	$4,350
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$30,364
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	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$650,626
Participant contributions at end of year	2012-12-31	$93,499
Participant contributions at beginning of year	2012-12-31	$74,848
Participant contributions at end of year	2012-12-31	$18,290
Participant contributions at beginning of year	2012-12-31	$19,375
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$87,731
Total non interest bearing cash at end of year	2012-12-31	$12
Total non interest bearing cash at beginning of year	2012-12-31	$12
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	$1,449,988
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$8,088,160
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,638,172
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	$7,913,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,494,252
Interest on participant loans	2012-12-31	$3,491
Interest earned on other investments	2012-12-31	$844
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$15
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$938,601
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	$223,981
Employer contributions (assets) at end of year	2012-12-31	$62,818
Employer contributions (assets) at beginning of year	2012-12-31	$49,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$421,516
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	Yes
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	MCGLADREY, LLP
Accountancy firm EIN	2012-12-31	420714325
2011 : BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,617,588
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$451,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$429,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,823,394
Value of total assets at end of year	2011-12-31	$6,638,172
Value of total assets at beginning of year	2011-12-31	$5,471,713
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$21,298
Total interest from all sources	2011-12-31	$3,560
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$21,298
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$600,823
Participant contributions at end of year	2011-12-31	$74,848
Participant contributions at beginning of year	2011-12-31	$59,548
Participant contributions at end of year	2011-12-31	$19,375
Participant contributions at beginning of year	2011-12-31	$12,968
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$1,023,915
Total non interest bearing cash at end of year	2011-12-31	$12
Total non interest bearing cash at beginning of year	2011-12-31	$4,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,166,459
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,638,172
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,471,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$6,494,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$5,357,794
Interest on participant loans	2011-12-31	$3,542
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-209,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$198,656
Employer contributions (assets) at end of year	2011-12-31	$49,685
Employer contributions (assets) at beginning of year	2011-12-31	$36,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$429,831
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MCGLADREY, LLP
Accountancy firm EIN	2011-12-31	420714325
2010 : BALLWEG FAMILY OF DEALERSHIPS' 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	$1,163,351
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$543,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$527,941
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$482,271
Value of total assets at end of year	2010-12-31	$5,471,713
Value of total assets at beginning of year	2010-12-31	$4,852,001
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$15,698
Total interest from all sources	2010-12-31	$2,606
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
If this is an individual account plan, was there a blackout period	2010-12-31	No
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	$362,752
Participant contributions at end of year	2010-12-31	$59,548
Participant contributions at beginning of year	2010-12-31	$66,029
Participant contributions at end of year	2010-12-31	$12,968
Administrative expenses (other) incurred	2010-12-31	$15,698
Total non interest bearing cash at end of year	2010-12-31	$4,652
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	$619,712
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,471,713
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,852,001
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	$5,357,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,785,972
Interest on participant loans	2010-12-31	$2,606
Net investment gain/loss from pooled separate accounts	2010-12-31	$678,474
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	$119,519
Employer contributions (assets) at end of year	2010-12-31	$36,751
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$527,941
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	MCGLADREY & PULLEN, LLP
Accountancy firm EIN	2010-12-31	420714325

Form 5500 Responses for BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN

2013: BALLWEG FAMILY OF DEALERSHIPS' 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: BALLWEG FAMILY OF DEALERSHIPS' 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
2011: BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: BALLWEG FAMILY OF DEALERSHIPS' 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes

Potentially related plans

BALLWEG FAMILY PHARMACY, INC. 401(K) PLAN [EIN = 202628607]

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Company Name:	BALLWEG FAMILY OF DEALERSHIPS
Employer identification number (EIN):	392012619
NAIC Classification:	441110
NAIC Description:	New Car Dealers