401k Plan data: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. plan

HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 401k Plan overview

Plan Name	HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC.
Plan identification number	002

HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

GERALD JONES VW, INC. has sponsored the creation of one or more 401k plans.

Company Name: GERALD JONES VW, INC.

Employer identification number (EIN): 581181145

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2020-01-01 TERRANCE P. POWER 2021-10-11
002 2019-01-01 LEE D. VOGT 2020-10-02
002 2018-01-01 LEE D. VOGT 2019-10-14
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01 LEE D. VOGT
002 2013-01-01 LEE D. VOGT
002 2012-01-01 STEVE THOMPSON
002 2011-01-01 STEPHEN A. THOMPSON
002 2009-01-01 STEPHEN A. THOMPSON

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2020-01-01	TERRANCE P. POWER	2021-10-11
002	2019-01-01	LEE D. VOGT	2020-10-02
002	2018-01-01	LEE D. VOGT	2019-10-14
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01	LEE D. VOGT
002	2013-01-01	LEE D. VOGT
002	2012-01-01	STEVE THOMPSON
002	2011-01-01	STEPHEN A. THOMPSON
002	2009-01-01	STEPHEN A. THOMPSON

Plan Statistics for HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC.

401k plan membership statisitcs for HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC.

Measure Date Value
2020: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2020 401k membership
Total participants, beginning-of-year 2020-01-01 221
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 0
Number of participants with account balances 2020-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2019 401k membership
Total participants, beginning-of-year 2019-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 173
Number of retired or separated participants receiving benefits 2019-01-01 8
Number of other retired or separated participants entitled to future benefits 2019-01-01 40
Total of all active and inactive participants 2019-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 221
Number of participants with account balances 2019-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2018 401k membership
Total participants, beginning-of-year 2018-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 159
Number of retired or separated participants receiving benefits 2018-01-01 7
Number of other retired or separated participants entitled to future benefits 2018-01-01 38
Total of all active and inactive participants 2018-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 204
Number of participants with account balances 2018-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 6
2017: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2017 401k membership
Total participants, beginning-of-year 2017-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 165
Number of retired or separated participants receiving benefits 2017-01-01 9
Number of other retired or separated participants entitled to future benefits 2017-01-01 35
Total of all active and inactive participants 2017-01-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 209
Number of participants with account balances 2017-01-01 116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 13
2016: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2016 401k membership
Total participants, beginning-of-year 2016-01-01 197
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 161
Number of retired or separated participants receiving benefits 2016-01-01 6
Number of other retired or separated participants entitled to future benefits 2016-01-01 33
Total of all active and inactive participants 2016-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 200
Number of participants with account balances 2016-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 9
2015: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2015 401k membership
Total participants, beginning-of-year 2015-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 161
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 23
Total of all active and inactive participants 2015-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 188
Number of participants with account balances 2015-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2
2014: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2014 401k membership
Total participants, beginning-of-year 2014-01-01 175
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 151
Number of retired or separated participants receiving benefits 2014-01-01 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 18
Total of all active and inactive participants 2014-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 172
Number of participants with account balances 2014-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2013 401k membership
Total participants, beginning-of-year 2013-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 112
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 28
Total of all active and inactive participants 2013-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 141
Number of participants with account balances 2013-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 4
2012: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2012 401k membership
Total participants, beginning-of-year 2012-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 131
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 19
Total of all active and inactive participants 2012-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 150
Number of participants with account balances 2012-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2011 401k membership
Total participants, beginning-of-year 2011-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 125
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 28
Total of all active and inactive participants 2011-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 153
Number of participants with account balances 2011-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 5
2009: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2009 401k membership
Total participants, beginning-of-year 2009-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 129
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 19
Total of all active and inactive participants 2009-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 149
Number of participants with account balances 2009-01-01 82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2020: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2020 401k membership
Total participants, beginning-of-year	2020-01-01	221
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	0
Number of participants with account balances	2020-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2019 401k membership
Total participants, beginning-of-year	2019-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	173
Number of retired or separated participants receiving benefits	2019-01-01	8
Number of other retired or separated participants entitled to future benefits	2019-01-01	40
Total of all active and inactive participants	2019-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	221
Number of participants with account balances	2019-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2018 401k membership
Total participants, beginning-of-year	2018-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	159
Number of retired or separated participants receiving benefits	2018-01-01	7
Number of other retired or separated participants entitled to future benefits	2018-01-01	38
Total of all active and inactive participants	2018-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	204
Number of participants with account balances	2018-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	6
2017: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2017 401k membership
Total participants, beginning-of-year	2017-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	165
Number of retired or separated participants receiving benefits	2017-01-01	9
Number of other retired or separated participants entitled to future benefits	2017-01-01	35
Total of all active and inactive participants	2017-01-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	209
Number of participants with account balances	2017-01-01	116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	13
2016: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2016 401k membership
Total participants, beginning-of-year	2016-01-01	197
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	161
Number of retired or separated participants receiving benefits	2016-01-01	6
Number of other retired or separated participants entitled to future benefits	2016-01-01	33
Total of all active and inactive participants	2016-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	200
Number of participants with account balances	2016-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	9
2015: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2015 401k membership
Total participants, beginning-of-year	2015-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	161
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	23
Total of all active and inactive participants	2015-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	188
Number of participants with account balances	2015-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2
2014: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2014 401k membership
Total participants, beginning-of-year	2014-01-01	175
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	151
Number of retired or separated participants receiving benefits	2014-01-01	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	18
Total of all active and inactive participants	2014-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	172
Number of participants with account balances	2014-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2013 401k membership
Total participants, beginning-of-year	2013-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	112
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	28
Total of all active and inactive participants	2013-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	141
Number of participants with account balances	2013-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	4
2012: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2012 401k membership
Total participants, beginning-of-year	2012-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	131
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	19
Total of all active and inactive participants	2012-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	150
Number of participants with account balances	2012-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2011 401k membership
Total participants, beginning-of-year	2011-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	125
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	28
Total of all active and inactive participants	2011-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	153
Number of participants with account balances	2011-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	5
2009: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2009 401k membership
Total participants, beginning-of-year	2009-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	129
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	19
Total of all active and inactive participants	2009-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	149
Number of participants with account balances	2009-01-01	82
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC.

Measure	Date	Value
2020 : HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$5,127,994
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
Total income from all sources (including contributions)	2020-12-31	$113,009
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$13,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$12,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$39,344
Value of total assets at end of year	2020-12-31	$0
Value of total assets at beginning of year	2020-12-31	$5,028,540
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$1,525
Total interest from all sources	2020-12-31	$180
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$300,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$30,224
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$111,071
Other income not declared elsewhere	2020-12-31	$1,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$99,454
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,028,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$4,892,469
Interest on participant loans	2020-12-31	$180
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$72,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$9,120
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$12,030
Contract administrator fees	2020-12-31	$1,525
Did the plan have assets held for investment	2020-12-31	No
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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	SKIBBIE CPA, INC.
Accountancy firm EIN	2020-12-31	270851321
2019 : HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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 income from all sources (including contributions)	2019-12-31	$1,166,511
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$190,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$155,752
Expenses. Certain deemed distributions of participant loans	2019-12-31	$2,916
Value of total corrective distributions	2019-12-31	$1,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$440,311
Value of total assets at end of year	2019-12-31	$5,028,540
Value of total assets at beginning of year	2019-12-31	$4,052,827
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$31,028
Total interest from all sources	2019-12-31	$4,795
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$31,028
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$300,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$415,311
Participant contributions at end of year	2019-12-31	$111,071
Participant contributions at beginning of year	2019-12-31	$102,734
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$975,713
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,028,540
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,052,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,892,469
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$3,925,093
Interest on participant loans	2019-12-31	$4,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$721,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$25,000
Employer contributions (assets) at end of year	2019-12-31	$25,000
Employer contributions (assets) at beginning of year	2019-12-31	$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$155,752
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SKIBBIE CPA, INC.
Accountancy firm EIN	2019-12-31	270851321
2018 : HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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
Total income from all sources (including contributions)	2018-12-31	$318,683
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$163,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$136,978
Value of total corrective distributions	2018-12-31	$4,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$531,014
Value of total assets at end of year	2018-12-31	$4,052,827
Value of total assets at beginning of year	2018-12-31	$3,897,471
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$21,563
Total interest from all sources	2018-12-31	$4,627
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$21,563
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$300,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$397,147
Participant contributions at end of year	2018-12-31	$102,734
Participant contributions at beginning of year	2018-12-31	$104,755
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$108,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$155,356
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,052,827
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,897,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$3,925,093
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$3,767,716
Interest on participant loans	2018-12-31	$4,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-216,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$25,000
Employer contributions (assets) at end of year	2018-12-31	$25,000
Employer contributions (assets) at beginning of year	2018-12-31	$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$136,978
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SKIBBIE CPA, INC.
Accountancy firm EIN	2018-12-31	270851321
2017 : HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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
Total income from all sources (including contributions)	2017-12-31	$841,488
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$293,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$217,301
Expenses. Certain deemed distributions of participant loans	2017-12-31	$38,642
Value of total corrective distributions	2017-12-31	$18,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$410,706
Value of total assets at end of year	2017-12-31	$3,897,471
Value of total assets at beginning of year	2017-12-31	$3,349,484
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$18,718
Total interest from all sources	2017-12-31	$5,359
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$300,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$385,706
Participant contributions at end of year	2017-12-31	$104,755
Participant contributions at beginning of year	2017-12-31	$128,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$547,987
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,897,471
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,349,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$18,718
Value of interest in pooled separate accounts at end of year	2017-12-31	$3,767,716
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$3,195,531
Interest on participant loans	2017-12-31	$5,359
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$425,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$25,000
Employer contributions (assets) at end of year	2017-12-31	$25,000
Employer contributions (assets) at beginning of year	2017-12-31	$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$217,301
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SKIBBIE CPA, INC.
Accountancy firm EIN	2017-12-31	270851321
2016 : HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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
Total income from all sources (including contributions)	2016-12-31	$630,185
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$425,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$407,101
Expenses. Certain deemed distributions of participant loans	2016-12-31	$858
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$455,385
Value of total assets at end of year	2016-12-31	$3,349,484
Value of total assets at beginning of year	2016-12-31	$3,144,596
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$17,338
Total interest from all sources	2016-12-31	$4,393
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$17,338
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$300,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$393,883
Participant contributions at end of year	2016-12-31	$128,953
Participant contributions at beginning of year	2016-12-31	$105,026
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$36,502
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$204,888
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,349,484
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,144,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$3,195,531
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$3,014,570
Interest on participant loans	2016-12-31	$4,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$170,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$25,000
Employer contributions (assets) at end of year	2016-12-31	$25,000
Employer contributions (assets) at beginning of year	2016-12-31	$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$407,101
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	SKIBBIE CPA, INC.
Accountancy firm EIN	2016-12-31	270851321
2015 : HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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
Total income from all sources (including contributions)	2015-12-31	$373,184
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$527,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$493,500
Expenses. Certain deemed distributions of participant loans	2015-12-31	$7,486
Value of total corrective distributions	2015-12-31	$12,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$409,719
Value of total assets at end of year	2015-12-31	$3,144,596
Value of total assets at beginning of year	2015-12-31	$3,299,339
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$14,812
Total interest from all sources	2015-12-31	$4,793
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$14,812
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$300,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$381,598
Participant contributions at end of year	2015-12-31	$105,026
Participant contributions at beginning of year	2015-12-31	$104,065
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$3,121
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$4,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-154,743
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,144,596
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,299,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$3,014,570
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$3,165,744
Interest on participant loans	2015-12-31	$4,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-41,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$25,000
Employer contributions (assets) at end of year	2015-12-31	$25,000
Employer contributions (assets) at beginning of year	2015-12-31	$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$493,500
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SCOTT SKIBBIE, CPA
Accountancy firm EIN	2015-12-31	270851321
2014 : HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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
Total income from all sources (including contributions)	2014-12-31	$527,793
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$54,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$34,525
Expenses. Certain deemed distributions of participant loans	2014-12-31	$5,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$355,341
Value of total assets at end of year	2014-12-31	$3,299,339
Value of total assets at beginning of year	2014-12-31	$2,826,165
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$14,454
Total interest from all sources	2014-12-31	$3,391
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$13,954
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$300,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$330,341
Participant contributions at end of year	2014-12-31	$104,065
Participant contributions at beginning of year	2014-12-31	$75,079
Administrative expenses (other) incurred	2014-12-31	$500
Total non interest bearing cash at end of year	2014-12-31	$4,530
Total non interest bearing cash at beginning of year	2014-12-31	$5,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$473,174
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,299,339
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,826,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$3,165,744
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,721,074
Interest on participant loans	2014-12-31	$3,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$169,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$25,000
Employer contributions (assets) at end of year	2014-12-31	$25,000
Employer contributions (assets) at beginning of year	2014-12-31	$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$34,525
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SCOTT SKIBBIE, CPA
Accountancy firm EIN	2014-12-31	270851321
2013 : HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$612,123
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$136,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$63,057
Expenses. Certain deemed distributions of participant loans	2013-12-31	$3,534
Value of total corrective distributions	2013-12-31	$59,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$307,463
Value of total assets at end of year	2013-12-31	$2,826,165
Value of total assets at beginning of year	2013-12-31	$2,350,351
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$9,917
Total interest from all sources	2013-12-31	$1,642
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$9,917
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$100,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$282,463
Participant contributions at end of year	2013-12-31	$75,079
Participant contributions at beginning of year	2013-12-31	$44,747
Total non interest bearing cash at end of year	2013-12-31	$5,012
Total non interest bearing cash at beginning of year	2013-12-31	$4,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$475,814
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,826,165
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,350,351
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,721,074
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,276,152
Interest on participant loans	2013-12-31	$1,642
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$303,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$25,000
Employer contributions (assets) at end of year	2013-12-31	$25,000
Employer contributions (assets) at beginning of year	2013-12-31	$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$63,057
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SCOTT SKIBBIE, CPA
Accountancy firm EIN	2013-12-31	270851321
2012 : HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2012 401k financial data
Total income from all sources	2012-12-31	$2,335,020
Expenses. Total of all expenses incurred	2012-12-31	$9,669
Benefits paid (including direct rollovers)	2012-12-31	$5,581
Total plan assets at end of year	2012-12-31	$2,325,351
Total plan assets at beginning of year	2012-12-31	$0
Total contributions received or receivable from participants	2012-12-31	$54,887
Other income received	2012-12-31	$2,280,133
Net income (gross income less expenses)	2012-12-31	$2,325,351
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,325,351
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$0
Assets. Value of participant loans	2012-12-31	$44,747
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$4,088
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Total unrealized appreciation/depreciation of assets	2012-09-17	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-17	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-09-17	$0
Total income from all sources (including contributions)	2012-09-17	$402,423
Total loss/gain on sale of assets	2012-09-17	$0
Total of all expenses incurred	2012-09-17	$2,301,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-09-17	$2,289,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-09-17	$176,325
Value of total assets at end of year	2012-09-17	$0
Value of total assets at beginning of year	2012-09-17	$1,898,995
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-09-17	$11,550
Total interest from all sources	2012-09-17	$592
Total dividends received (eg from common stock, registered investment company shares)	2012-09-17	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-09-17	No
Was this plan covered by a fidelity bond	2012-09-17	Yes
Value of fidelity bond cover	2012-09-17	$100,000
If this is an individual account plan, was there a blackout period	2012-09-17	No
Were there any nonexempt tranactions with any party-in-interest	2012-09-17	No
Contributions received from participants	2012-09-17	$175,762
Assets. Loans (other than to participants) at end of year	2012-09-17	$0
Assets. Loans (other than to participants) at beginning of year	2012-09-17	$10,010
Other income not declared elsewhere	2012-09-17	$3,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-17	No
Value of net income/loss	2012-09-17	$-1,898,995
Value of net assets at end of year (total assets less liabilities)	2012-09-17	$0
Value of net assets at beginning of year (total assets less liabilities)	2012-09-17	$1,898,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-09-17	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-09-17	No
Were any leases to which the plan was party in default or uncollectible	2012-09-17	No
Value of interest in pooled separate accounts at end of year	2012-09-17	$0
Value of interest in pooled separate accounts at beginning of year	2012-09-17	$1,614,547
Interest on participant loans	2012-09-17	$592
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-09-17	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-09-17	$249,438
Net investment gain/loss from pooled separate accounts	2012-09-17	$222,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-09-17	No
Was there a failure to transmit to the plan any participant contributions	2012-09-17	No
Has the plan failed to provide any benefit when due under the plan	2012-09-17	No
Contributions received in cash from employer	2012-09-17	$563
Employer contributions (assets) at beginning of year	2012-09-17	$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-09-17	$2,289,868
Contract administrator fees	2012-09-17	$11,550
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-09-17	No
Did the plan have assets held for investment	2012-09-17	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-09-17	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-09-17	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-09-17	Yes
Opinion of an independent qualified public accountant for this plan	2012-09-17	Disclaimer
Accountancy firm name	2012-09-17	ELLIOTT DAVIS LLC
Accountancy firm EIN	2012-09-17	581181145
2011 : HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$151,638
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$265,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$251,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$229,710
Value of total assets at end of year	2011-12-31	$1,898,995
Value of total assets at beginning of year	2011-12-31	$2,012,989
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$14,359
Total interest from all sources	2011-12-31	$724
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$100,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$202,337
Assets. Loans (other than to participants) at end of year	2011-12-31	$10,010
Assets. Loans (other than to participants) at beginning of year	2011-12-31	$25,418
Other income not declared elsewhere	2011-12-31	$1,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-113,994
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,898,995
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,012,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,614,547
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,767,304
Interest on participant loans	2011-12-31	$724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$249,438
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$195,267
Net investment gain/loss from pooled separate accounts	2011-12-31	$-80,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$27,373
Employer contributions (assets) at end of year	2011-12-31	$25,000
Employer contributions (assets) at beginning of year	2011-12-31	$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$251,273
Contract administrator fees	2011-12-31	$14,359
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ELLIOTT DAVIS, LLC
Accountancy firm EIN	2011-12-31	570381582
2010 : HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$487,002
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$253,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$238,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$232,920
Value of total assets at end of year	2010-12-31	$2,012,989
Value of total assets at beginning of year	2010-12-31	$1,779,155
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$14,188
Total interest from all sources	2010-12-31	$1,418
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$100,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$207,920
Assets. Loans (other than to participants) at end of year	2010-12-31	$25,418
Assets. Loans (other than to participants) at beginning of year	2010-12-31	$32,793
Other income not declared elsewhere	2010-12-31	$5,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$233,834
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,012,989
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,779,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,767,304
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,508,890
Interest on participant loans	2010-12-31	$1,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$195,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$212,472
Net investment gain/loss from pooled separate accounts	2010-12-31	$246,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$25,000
Employer contributions (assets) at end of year	2010-12-31	$25,000
Employer contributions (assets) at beginning of year	2010-12-31	$25,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$238,980
Contract administrator fees	2010-12-31	$14,188
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	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ELLIOTT DAVIS, LLC
Accountancy firm EIN	2010-12-31	570381582
2009 : HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC.

2020: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	Yes
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2012 form 5500 responses
2012-01-01	Type of plan entity	Mulitple employer plan
2012-01-01	First time form 5500 has been submitted	Yes
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: HARTFORD AFFILIATED EMPLOYERS RETIREMENT SAVINGS PLAN FBO GERALD JONES VW, INC. 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824967

Policy instance

Insurance contract or identification number	GA-824967
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $689
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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	689
Additional information about fees paid to insurance broker	SALES/ADMINISTRATION
Insurance broker organization code?	5

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824967

Policy instance

Insurance contract or identification number	GA-824967
Number of Individuals Covered	125
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,146
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
Amount paid for insurance broker fees	2146
Additional information about fees paid to insurance broker	SALES/ADMINISTRATION
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $0

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824967

Policy instance

Insurance contract or identification number	GA-824967
Number of Individuals Covered	125
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $11,947
Total amount of fees paid to insurance company	USD $1,493
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
Commission paid to Insurance Broker	USD $11,947
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	3

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824967

Policy instance

Insurance contract or identification number	GA-824967
Number of Individuals Covered	119
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $17,252
Total amount of fees paid to insurance company	USD $2,156
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
Commission paid to Insurance Broker	USD $17,252
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	3
Insurance broker name	AMERICAN PENSION SERVICES LLC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824967

Policy instance

Insurance contract or identification number	GA-824967
Number of Individuals Covered	111
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $13,905
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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
Commission paid to Insurance Broker	USD $12,360
Insurance broker organization code?	3
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SALES/ADMINISTRATION
Insurance broker name	AMERICAN PENSION SERVICES LLC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824967

Policy instance

Insurance contract or identification number	GA-824967
Number of Individuals Covered	98
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $11,455
Total amount of fees paid to insurance company	USD $1,432
Are there contracts with allocated funds for individual policies?	No
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?	No
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
Commission paid to Insurance Broker	USD $11,455
Insurance broker organization code?	3
Amount paid for insurance broker fees	1432
Additional information about fees paid to insurance broker	SALES/ADMINISTRATION
Insurance broker name	AMERICAN PENSION SERVICES LLC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824967

Policy instance

Insurance contract or identification number	GA-824967
Number of Individuals Covered	86
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $9,600
Total amount of fees paid to insurance company	USD $1,254
Are there contracts with allocated funds for individual policies?	No
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?	No
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
Commission paid to Insurance Broker	USD $9,600
Insurance broker organization code?	3
Amount paid for insurance broker fees	1200
Additional information about fees paid to insurance broker	SALES/ADMINISTRATION
Insurance broker name	LPL FINANCIAL LLC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

990435-000

Policy instance

Insurance contract or identification number	990435-000
Insurance policy start date	2012-01-01
Insurance policy end date	2012-09-17
Total amount of commissions paid to insurance broker	USD $4,818
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-824967

Policy instance

Insurance contract or identification number	GA-824967
Number of Individuals Covered	81
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $343
Total amount of fees paid to insurance company	USD $5,059
Are there contracts with allocated funds for individual policies?	No
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?	No
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
Amount paid for insurance broker fees	5043
Additional information about fees paid to insurance broker	SALES/ADMINISTRATION
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $343
Insurance broker name	LPL FINANCIAL LLC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

990435-000

Policy instance

Insurance contract or identification number	990435-000
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $6,183
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

990435-000

Policy instance

Insurance contract or identification number	990435-000
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $5,782
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	GERALD JONES VW, INC.
Employer identification number (EIN):	581181145
NAIC Classification:	441110
NAIC Description:	New Car Dealers