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WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 401k Plan overview

Plan NameWOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN
Plan identification number 333

WOLFE AUTOMOTIVE GROUP 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

WOLFE AUTOMOTIVE GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name:WOLFE AUTOMOTIVE GROUP, LLC
Employer identification number (EIN):431811219
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01
3332021-01-01
3332020-01-01
3332019-01-01
3332018-01-01
3332017-01-01CYNTHIA TUCCI
3332016-01-01CYNTHIA TUCCI
3332015-01-01CYNTHIA TUCCI
3332014-01-01CYNTHIA TUCCI CYNTHIA TUCCI2015-10-14
3332013-01-01CYNTHIA TUCCI
3332012-01-01CYNTHIA TUCCI
3332011-01-01CYNTHIA TUCCI
3332010-01-01CYNTHIA TUCCI
3332009-01-01CYNTHIA TUCCI

Plan Statistics for WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN

401k plan membership statisitcs for WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN

Measure Date Value
2022: WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01577
Total number of active participants reported on line 7a of the Form 55002022-01-01376
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01140
Total of all active and inactive participants2022-01-01522
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01525
Number of participants with account balances2022-01-01445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01618
Total number of active participants reported on line 7a of the Form 55002021-01-01383
Number of retired or separated participants receiving benefits2021-01-0115
Number of other retired or separated participants entitled to future benefits2021-01-01177
Total of all active and inactive participants2021-01-01575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01577
Number of participants with account balances2021-01-01471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01689
Total number of active participants reported on line 7a of the Form 55002020-01-01369
Number of retired or separated participants receiving benefits2020-01-0127
Number of other retired or separated participants entitled to future benefits2020-01-01220
Total of all active and inactive participants2020-01-01616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01618
Number of participants with account balances2020-01-01559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0128
2019: WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01788
Total number of active participants reported on line 7a of the Form 55002019-01-01835
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01108
Total of all active and inactive participants2019-01-01946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01949
Number of participants with account balances2019-01-01507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01789
Total number of active participants reported on line 7a of the Form 55002018-01-01678
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01104
Total of all active and inactive participants2018-01-01786
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01788
Number of participants with account balances2018-01-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01810
Total number of active participants reported on line 7a of the Form 55002017-01-01642
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01144
Total of all active and inactive participants2017-01-01789
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01789
Number of participants with account balances2017-01-01471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01722
Total number of active participants reported on line 7a of the Form 55002016-01-01664
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-01142
Total of all active and inactive participants2016-01-01810
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01810
Number of participants with account balances2016-01-01457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0121
2015: WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01649
Total number of active participants reported on line 7a of the Form 55002015-01-01589
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01133
Total of all active and inactive participants2015-01-01722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01722
Number of participants with account balances2015-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0150
2014: WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01631
Total number of active participants reported on line 7a of the Form 55002014-01-01544
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01105
Total of all active and inactive participants2014-01-01649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01649
Number of participants with account balances2014-01-01335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0144
2013: WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01597
Total number of active participants reported on line 7a of the Form 55002013-01-01540
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0191
Total of all active and inactive participants2013-01-01631
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01631
Number of participants with account balances2013-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0137
2012: WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01573
Total number of active participants reported on line 7a of the Form 55002012-01-01528
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0169
Total of all active and inactive participants2012-01-01597
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01597
Number of participants with account balances2012-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0121
2011: WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01447
Total number of active participants reported on line 7a of the Form 55002011-01-01487
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0184
Total of all active and inactive participants2011-01-01573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01573
Number of participants with account balances2011-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01592
Total number of active participants reported on line 7a of the Form 55002010-01-01370
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0177
Total of all active and inactive participants2010-01-01447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01447
Number of participants with account balances2010-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01670
Total number of active participants reported on line 7a of the Form 55002009-01-01306
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01161
Total of all active and inactive participants2009-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01467
Number of participants with account balances2009-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN

Measure Date Value
2022 : WOLFE AUTOMOTIVE GROUP 401(K) 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 transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$45,029
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,642,755
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,246,169
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,203,158
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$30,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,080,474
Value of total assets at end of year2022-12-31$18,623,865
Value of total assets at beginning of year2022-12-31$21,467,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$12,269
Total interest from all sources2022-12-31$7
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$494,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$494,416
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,630,742
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Participant contributions at end of year2022-12-31$45,029
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,518,835
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$594,449
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$137,263
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$45,029
Other income not declared elsewhere2022-12-31$-178,665
Administrative expenses (other) incurred2022-12-31$12,269
Total non interest bearing cash at end of year2022-12-31$820
Total non interest bearing cash at beginning of year2022-12-31$200
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-2,888,924
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,578,836
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,467,760
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,104,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$20,079,821
Interest on participant loans2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$1,641,797
Value of interest in common/collective trusts at beginning of year2022-12-31$525,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$113
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$113
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$7
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,063,312
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$24,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$312,469
Employer contributions (assets) at end of year2022-12-31$312,274
Employer contributions (assets) at beginning of year2022-12-31$267,293
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,203,158
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2022-12-31481246310
2021 : WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,721,582
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,011,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,998,495
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,768,086
Value of total assets at end of year2021-12-31$21,467,760
Value of total assets at beginning of year2021-12-31$19,757,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$12,857
Total interest from all sources2021-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$876,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$876,899
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,484,518
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$113
Assets. Other investments not covered elsewhere at end of year2021-12-31$594,449
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$492,807
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$16,275
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$9,820
Administrative expenses (other) incurred2021-12-31$12,857
Total non interest bearing cash at end of year2021-12-31$200
Total non interest bearing cash at beginning of year2021-12-31$313
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
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$1,710,230
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,467,760
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,757,530
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$20,079,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,493,442
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$525,884
Value of interest in common/collective trusts at beginning of year2021-12-31$554,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$113
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,387
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,057,659
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$9,117
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$267,293
Employer contributions (assets) at end of year2021-12-31$267,293
Employer contributions (assets) at beginning of year2021-12-31$212,812
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,998,495
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities 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
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2021-12-31481246310
2020 : WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,341,435
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,617,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,606,636
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,526,141
Value of total assets at end of year2020-12-31$19,757,530
Value of total assets at beginning of year2020-12-31$17,033,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,651
Total interest from all sources2020-12-31$8
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$453,604
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$453,604
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
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$1,309,309
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$113
Assets. Other investments not covered elsewhere at end of year2020-12-31$492,807
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$373,245
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,020
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$18,314
Administrative expenses (other) incurred2020-12-31$10,651
Total non interest bearing cash at end of year2020-12-31$313
Total non interest bearing cash at beginning of year2020-12-31$417
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$2,724,148
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,757,530
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,033,382
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,493,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,823,863
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$554,656
Value of interest in common/collective trusts at beginning of year2020-12-31$610,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$926
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$926
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$8
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,333,102
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$10,266
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$212,812
Employer contributions (assets) at end of year2020-12-31$212,812
Employer contributions (assets) at beginning of year2020-12-31$224,224
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,606,636
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities 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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2020-12-31481246310
2019 : WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,378,488
Total income from all sources (including contributions)2019-12-31$4,378,488
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,355,130
Total of all expenses incurred2019-12-31$1,355,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,351,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,351,075
Value of total corrective distributions2019-12-31$0
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,485,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,485,119
Value of total assets at end of year2019-12-31$17,033,382
Value of total assets at end of year2019-12-31$17,033,382
Value of total assets at beginning of year2019-12-31$14,010,024
Value of total assets at beginning of year2019-12-31$14,010,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,055
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,055
Total interest from all sources2019-12-31$28
Total interest from all sources2019-12-31$28
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$476,977
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$476,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$476,977
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$476,977
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,233,383
Contributions received from participants2019-12-31$1,233,383
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$373,245
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$275,695
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$275,695
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,512
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,512
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$24,947
Other income not declared elsewhere2019-12-31$24,947
Administrative expenses (other) incurred2019-12-31$4,055
Administrative expenses (other) incurred2019-12-31$4,055
Total non interest bearing cash at end of year2019-12-31$417
Total non interest bearing cash at end of year2019-12-31$417
Total non interest bearing cash at beginning of year2019-12-31$258
Total non interest bearing cash at beginning of year2019-12-31$258
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
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
Income. Non cash contributions2019-12-31$0
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$3,023,358
Value of net income/loss2019-12-31$3,023,358
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,033,382
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,033,382
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,010,024
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,010,024
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,823,863
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,823,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,018,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,018,865
Interest on participant loans2019-12-31$0
Interest on participant loans2019-12-31$0
Interest earned on other investments2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$610,707
Value of interest in common/collective trusts at end of year2019-12-31$610,707
Value of interest in common/collective trusts at beginning of year2019-12-31$502,348
Value of interest in common/collective trusts at beginning of year2019-12-31$502,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$926
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$926
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$879
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$28
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$28
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,380,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,380,508
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$10,909
Net investment gain or loss from common/collective trusts2019-12-31$10,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$224,224
Contributions received in cash from employer2019-12-31$224,224
Employer contributions (assets) at end of year2019-12-31$224,224
Employer contributions (assets) at end of year2019-12-31$224,224
Employer contributions (assets) at beginning of year2019-12-31$211,979
Employer contributions (assets) at beginning of year2019-12-31$211,979
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,351,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,351,075
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm name2019-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2019-12-31481246310
Accountancy firm EIN2019-12-31481246310
2018 : WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$658,147
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,926,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,915,914
Value of total corrective distributions2018-12-31$7,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,665,729
Value of total assets at end of year2018-12-31$14,010,024
Value of total assets at beginning of year2018-12-31$16,278,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,857
Total interest from all sources2018-12-31$73
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$761,303
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$761,303
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
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$1,232,994
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$21,863
Assets. Other investments not covered elsewhere at end of year2018-12-31$275,695
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$258,873
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$220,756
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$2,449
Administrative expenses (other) incurred2018-12-31$3,857
Total non interest bearing cash at end of year2018-12-31$258
Total non interest bearing cash at beginning of year2018-12-31$325
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
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-2,268,797
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,010,024
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,278,821
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
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,018,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,533,401
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$502,348
Value of interest in common/collective trusts at beginning of year2018-12-31$1,142,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$108,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$108,564
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$73
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,787,522
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$16,115
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$211,979
Employer contributions (assets) at end of year2018-12-31$211,979
Employer contributions (assets) at beginning of year2018-12-31$213,511
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,915,914
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
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 name2018-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2018-12-31481246310
2017 : WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,475,474
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,107,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,102,646
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,512,586
Value of total assets at end of year2017-12-31$16,278,821
Value of total assets at beginning of year2017-12-31$13,910,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,400
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$792,363
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$792,363
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
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$1,232,947
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$21,863
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$258,873
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$175,307
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$66,128
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$-2,058
Administrative expenses (other) incurred2017-12-31$4,400
Total non interest bearing cash at end of year2017-12-31$325
Total non interest bearing cash at beginning of year2017-12-31$275
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
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$2,368,428
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,278,821
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,910,393
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
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,533,401
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,501,585
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$0
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$1,142,284
Value of interest in common/collective trusts at beginning of year2017-12-31$1,046,324
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$108,564
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,157,111
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$15,472
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$213,511
Employer contributions (assets) at end of year2017-12-31$213,511
Employer contributions (assets) at beginning of year2017-12-31$186,902
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,102,646
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities 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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
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 name2017-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2017-12-31481246310
2016 : WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,375,112
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,026,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,022,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,378,329
Value of total assets at end of year2016-12-31$13,910,393
Value of total assets at beginning of year2016-12-31$12,561,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,180
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$376,694
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$376,694
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
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$1,191,427
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$29,341
Assets. Other investments not covered elsewhere at end of year2016-12-31$175,307
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$406,496
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$1,344
Administrative expenses (other) incurred2016-12-31$4,180
Total non interest bearing cash at end of year2016-12-31$275
Total non interest bearing cash at beginning of year2016-12-31$225
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
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$1,348,704
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,910,393
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,561,689
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,501,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,466,965
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$1,046,324
Value of interest in common/collective trusts at beginning of year2016-12-31$475,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$610,915
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$7,830
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$186,902
Employer contributions (assets) at end of year2016-12-31$186,902
Employer contributions (assets) at beginning of year2016-12-31$182,952
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,022,228
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
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 name2016-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2016-12-31481246310
2015 : WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,276,073
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$875,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$843,041
Value of total corrective distributions2015-12-31$29,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,308,457
Value of total assets at end of year2015-12-31$12,561,689
Value of total assets at beginning of year2015-12-31$12,161,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,387
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$563,770
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$563,770
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,125,505
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Participant contributions at end of year2015-12-31$29,341
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$406,496
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$399,992
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$-39,138
Administrative expenses (other) incurred2015-12-31$3,387
Total non interest bearing cash at end of year2015-12-31$225
Total non interest bearing cash at beginning of year2015-12-31$275
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
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$400,259
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,561,689
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,161,430
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
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,466,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,067,916
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$475,710
Value of interest in common/collective trusts at beginning of year2015-12-31$534,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-563,918
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$6,902
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$182,952
Employer contributions (assets) at end of year2015-12-31$182,952
Employer contributions (assets) at beginning of year2015-12-31$159,164
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$843,041
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
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 name2015-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2015-12-31481246310
2014 : WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
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$0
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,634,113
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,895,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,797,609
Value of total corrective distributions2014-12-31$94,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,150,000
Value of total assets at end of year2014-12-31$12,161,430
Value of total assets at beginning of year2014-12-31$12,423,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,632
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$821,610
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$821,610
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$990,836
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$30,394
Assets. Other investments not covered elsewhere at end of year2014-12-31$399,992
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$360,397
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$245
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$-544
Administrative expenses (other) incurred2014-12-31$3,632
Total non interest bearing cash at end of year2014-12-31$275
Total non interest bearing cash at beginning of year2014-12-31$1,551
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
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$-261,590
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,161,430
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,423,020
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,067,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,345,954
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$534,083
Value of interest in common/collective trusts at beginning of year2014-12-31$549,068
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-343,282
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$6,329
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$159,164
Employer contributions (assets) at end of year2014-12-31$159,164
Employer contributions (assets) at beginning of year2014-12-31$135,411
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,797,609
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
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 name2014-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2014-12-31481246310
2013 : WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$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$8,110
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,881,631
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,669,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,666,206
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,137,611
Value of total assets at end of year2013-12-31$12,423,020
Value of total assets at beginning of year2013-12-31$11,218,865
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,160
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$522,736
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$522,736
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$941,374
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Participant contributions at end of year2013-12-31$30,394
Participant contributions at beginning of year2013-12-31$24,210
Assets. Other investments not covered elsewhere at end of year2013-12-31$360,397
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$645,110
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$60,826
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$245
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$151
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$8,110
Other income not declared elsewhere2013-12-31$-1,532
Administrative expenses (other) incurred2013-12-31$3,160
Total non interest bearing cash at end of year2013-12-31$1,551
Total non interest bearing cash at beginning of year2013-12-31$151
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
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$1,212,265
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,423,020
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,210,755
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,345,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,900,389
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$549,068
Value of interest in common/collective trusts at beginning of year2013-12-31$525,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,215,761
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$7,055
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$135,411
Employer contributions (assets) at end of year2013-12-31$135,411
Employer contributions (assets) at beginning of year2013-12-31$123,249
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,666,206
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
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 name2013-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2013-12-31481246310
2012 : WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$8,110
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$2,326,621
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,897,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,890,511
Value of total corrective distributions2012-12-31$4,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,069,367
Value of total assets at end of year2012-12-31$11,218,865
Value of total assets at beginning of year2012-12-31$10,782,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,598
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$390,561
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$390,561
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 period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$818,230
Participant contributions at end of year2012-12-31$24,210
Participant contributions at beginning of year2012-12-31$36,898
Assets. Other investments not covered elsewhere at end of year2012-12-31$645,110
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$489,238
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$9,053
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$151
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$380
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$8,110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$67,403
Administrative expenses (other) incurred2012-12-31$2,598
Total non interest bearing cash at end of year2012-12-31$151
Total non interest bearing cash at beginning of year2012-12-31$95,708
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$428,708
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,210,755
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,782,047
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$9,900,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,665,149
Value of interest in common/collective trusts at end of year2012-12-31$525,605
Value of interest in common/collective trusts at beginning of year2012-12-31$494,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$619
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$792,256
Net investment gain or loss from common/collective trusts2012-12-31$7,034
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
Contributions received in cash from employer2012-12-31$242,084
Employer contributions (assets) at end of year2012-12-31$123,249
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,890,511
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31PICKETT,CHANEY & MCMULLEN, LLP
Accountancy firm EIN2012-12-31481246310
2011 : WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$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$79,664
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$131,167
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,297,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,256,648
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$764,277
Value of total assets at end of year2011-12-31$10,782,047
Value of total assets at beginning of year2011-12-31$12,027,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$40,491
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$218,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$218,236
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
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 period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$764,277
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$36,898
Participant contributions at beginning of year2011-12-31$41,387
Assets. Other investments not covered elsewhere at end of year2011-12-31$489,238
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$244,391
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$380
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$79,664
Other income not declared elsewhere2011-12-31$-19,122
Administrative expenses (other) incurred2011-12-31$1,355
Total non interest bearing cash at end of year2011-12-31$95,708
Total non interest bearing cash at beginning of year2011-12-31$68,048
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-1,165,972
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,782,047
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,948,019
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
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$35,373
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,665,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,782,131
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$494,055
Value of interest in common/collective trusts at beginning of year2011-12-31$762,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$619
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$14,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$14,870
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-846,018
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$13,794
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$0
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$114,801
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,256,648
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$3,763
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
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 name2011-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2011-12-31481246310
2010 : WOLFE AUTOMOTIVE GROUP 401(K) 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$79,664
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$43,933
Total income from all sources (including contributions)2010-12-31$2,437,276
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,469,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,416,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$934,536
Value of total assets at end of year2010-12-31$12,027,683
Value of total assets at beginning of year2010-12-31$11,024,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$53,088
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$180,668
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$180,668
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 period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$752,267
Participant contributions at end of year2010-12-31$41,387
Participant contributions at beginning of year2010-12-31$65,615
Assets. Other investments not covered elsewhere at end of year2010-12-31$244,391
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$180,363
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$67,572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$79,664
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$43,933
Administrative expenses (other) incurred2010-12-31$1,167
Total non interest bearing cash at end of year2010-12-31$68,048
Total non interest bearing cash at beginning of year2010-12-31$35,481
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$967,836
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,948,019
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,980,183
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
Investment advisory and management fees2010-12-31$41,138
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,782,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,654,275
Value of interest in common/collective trusts at end of year2010-12-31$762,055
Value of interest in common/collective trusts at beginning of year2010-12-31$960,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$14,870
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$15,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$15,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,299,808
Net investment gain or loss from common/collective trusts2010-12-31$22,264
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$114,697
Employer contributions (assets) at end of year2010-12-31$114,801
Employer contributions (assets) at beginning of year2010-12-31$112,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,416,352
Contract administrator fees2010-12-31$10,783
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
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 name2010-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2010-12-31481246310
2009 : WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN

2022: WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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: WOLFE AUTOMOTIVE GROUP 401(K) 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: WOLFE AUTOMOTIVE GROUP 401(K) 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: WOLFE AUTOMOTIVE GROUP 401(K) 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: WOLFE AUTOMOTIVE GROUP 401(K) 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: WOLFE AUTOMOTIVE GROUP 401(K) 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: WOLFE AUTOMOTIVE GROUP 401(K) 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: WOLFE AUTOMOTIVE GROUP 401(K) 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: WOLFE AUTOMOTIVE GROUP 401(K) 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: WOLFE AUTOMOTIVE GROUP 401(K) 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
2010: WOLFE AUTOMOTIVE GROUP 401(K) SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WOLFE AUTOMOTIVE GROUP 401(K) 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

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