401k Plan data: ROBERT BROGDEN'S OLATHE BUICK GMC, INC. 401(K) RETIREMENT PLAN plan

ROBERT BROGDEN'S OLATHE BUICK GMC, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	ROBERT BROGDEN'S OLATHE BUICK GMC, INC. 401(K) RETIREMENT PLAN
Plan identification number	001

ROBERT BROGDEN'S OLATHE BUICK GMC, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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

ROBERT BROGDEN'S OLATHE BUICK GMC, has sponsored the creation of one or more 401k plans.

Company Name: ROBERT BROGDEN'S OLATHE BUICK GMC,

Employer identification number (EIN): 481118974

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERT BROGDEN'S OLATHE BUICK GMC, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01 RUSSELL DENT 2021-10-13
001 2019-01-01 LYNDA COLE 2020-09-21
001 2019-01-01 LYNDA COLE 2020-11-19
001 2018-01-01 LYNDA COLE 2019-10-01
001 2017-01-01 DAVID YOAKUM 2018-10-15 LYNDA COLE 2018-10-15
001 2016-01-01 LYNDA COLE 2017-10-16
001 2016-01-01 LYNDA COLE 2017-10-12
001 2015-01-01 DICK LUMAN 2016-03-17 DICK LUMAN 2016-03-17
001 2014-01-01 DICK LUMAN 2015-06-01 DICK LUMAN 2015-06-01
001 2013-01-01 DICK LUMAN 2014-10-13 DICK LUMAN 2014-10-13
001 2012-01-01 DICK LUMAN 2014-10-13 DICK LUMAN 2014-10-13
001 2011-01-01 NICKY HORN 2012-02-02 NICKY HORN 2012-02-02
001 2010-01-01 NICKY HORN 2011-07-14 NICKY HORN 2011-07-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01	RUSSELL DENT	2021-10-13
001	2019-01-01	LYNDA COLE	2020-09-21
001	2019-01-01	LYNDA COLE	2020-11-19
001	2018-01-01	LYNDA COLE	2019-10-01
001	2017-01-01	DAVID YOAKUM	2018-10-15	LYNDA COLE	2018-10-15
001	2016-01-01	LYNDA COLE	2017-10-16
001	2016-01-01	LYNDA COLE	2017-10-12
001	2015-01-01	DICK LUMAN	2016-03-17	DICK LUMAN	2016-03-17
001	2014-01-01	DICK LUMAN	2015-06-01	DICK LUMAN	2015-06-01
001	2013-01-01	DICK LUMAN	2014-10-13	DICK LUMAN	2014-10-13
001	2012-01-01	DICK LUMAN	2014-10-13	DICK LUMAN	2014-10-13
001	2011-01-01	NICKY HORN	2012-02-02	NICKY HORN	2012-02-02
001	2010-01-01	NICKY HORN	2011-07-14	NICKY HORN	2011-07-14

Plan Statistics for ROBERT BROGDEN'S OLATHE BUICK GMC, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for ROBERT BROGDEN'S OLATHE BUICK GMC, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2022: ROBERT BROGDEN'S OLATHE BUICK GMC, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 113
Number of retired or separated participants receiving benefits 2022-01-01 15
Number of other retired or separated participants entitled to future benefits 2022-01-01 79
Total of all active and inactive participants 2022-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 207
Number of participants with account balances 2022-01-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ROBERT BROGDEN'S OLATHE BUICK GMC, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 109
Number of retired or separated participants receiving benefits 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 51
Total of all active and inactive participants 2021-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 169
Number of participants with account balances 2021-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1

Measure	Date	Value
2022: ROBERT BROGDEN'S OLATHE BUICK GMC, INC. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	113
Number of retired or separated participants receiving benefits	2022-01-01	15
Number of other retired or separated participants entitled to future benefits	2022-01-01	79
Total of all active and inactive participants	2022-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	207
Number of participants with account balances	2022-01-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ROBERT BROGDEN'S OLATHE BUICK GMC, INC. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	109
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	51
Total of all active and inactive participants	2021-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	169
Number of participants with account balances	2021-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1

Financial Data on ROBERT BROGDEN'S OLATHE BUICK GMC, INC. 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : ROBERT BROGDEN'S OLATHE BUICK GMC, INC. 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$539,565
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$143,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$135,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$823,174
Value of total assets at end of year	2022-12-31	$2,139,897
Value of total assets at beginning of year	2022-12-31	$1,744,162
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$8,415
Total interest from all sources	2022-12-31	$5,430
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$462,971
Participant contributions at end of year	2022-12-31	$7,810
Participant contributions at beginning of year	2022-12-31	$9,145
Assets. Loans (other than to participants) at end of year	2022-12-31	$80,021
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$395,735
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,139,897
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,744,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,646,466
Value of interest in pooled separate accounts at end of year	2022-12-31	$1,913,776
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$5,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$34,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Net investment gain/loss from pooled separate accounts	2022-12-31	$-289,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$360,203
Employer contributions (assets) at end of year	2022-12-31	$103,372
Employer contributions (assets) at beginning of year	2022-12-31	$88,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$135,415
Contract administrator fees	2022-12-31	$8,415
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	Yes
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MARCUM, LLP
Accountancy firm EIN	2022-12-31	111986323
2021 : ROBERT BROGDEN'S OLATHE BUICK GMC, INC. 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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
Total income from all sources (including contributions)	2021-12-31	$1,098,882
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$698,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$689,246
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$912,215
Value of total assets at end of year	2021-12-31	$1,744,162
Value of total assets at beginning of year	2021-12-31	$1,344,060
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$9,534
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$50,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$440,418
Participant contributions at end of year	2021-12-31	$9,145
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$76,796
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$400,102
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,744,162
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,344,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,646,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,344,060
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$186,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$395,001
Employer contributions (assets) at end of year	2021-12-31	$88,551
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$689,246
Contract administrator fees	2021-12-31	$9,534
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MARCUM, LLP
Accountancy firm EIN	2021-12-31	111986323

Form 5500 Responses for ROBERT BROGDEN'S OLATHE BUICK GMC, INC. 401(K) RETIREMENT PLAN

2022: ROBERT BROGDEN'S OLATHE BUICK GMC, INC. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROBERT BROGDEN'S OLATHE BUICK GMC, INC. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

81I275

Policy instance

Insurance contract or identification number	81I275
Number of Individuals Covered	162
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ROBERT BROGDEN'S OLATHE BUICK GMC,
Employer identification number (EIN):	481118974
NAIC Classification:	441110
NAIC Description:	New Car Dealers