401k Plan data: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN plan

JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 401k Plan overview

Plan Name	JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN
Plan identification number	001

JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

JOHN ROBERTS AUSTIN I LP has sponsored the creation of one or more 401k plans.

Company Name: JOHN ROBERTS AUSTIN I LP

Employer identification number (EIN): 742867655

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 MARTIN PEEPLES 2019-10-05
001 2017-01-01
001 2016-01-01
001 2015-01-01 MARTIN PEEPLES
001 2014-01-01 MARTIN PEEPLES
001 2013-01-01 LINDA DUBELBEIS
001 2012-01-01 LINDA DUBELBEIS
001 2010-01-01 LINDA DUBELBEIS
001 2009-01-01 LINDA DUBELBEIS

Plan Statistics for JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN

401k plan membership statisitcs for JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN

Measure Date Value
2018: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 257
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 118
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 37
Total of all active and inactive participants 2018-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 155
Number of participants with account balances 2018-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 244
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 209
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 30
Total of all active and inactive participants 2017-01-01 240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 240
Number of participants with account balances 2017-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 12
2016: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 205
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 28
Total of all active and inactive participants 2016-01-01 234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 234
Number of participants with account balances 2016-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7
2015: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 191
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 180
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 24
Total of all active and inactive participants 2015-01-01 205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 205
Number of participants with account balances 2015-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 164
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 19
Total of all active and inactive participants 2014-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 184
Number of participants with account balances 2014-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 156
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 21
Total of all active and inactive participants 2013-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 178
Number of participants with account balances 2013-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 151
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 21
Total of all active and inactive participants 2012-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 173
Number of participants with account balances 2012-01-01 69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2010: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 134
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 20
Total of all active and inactive participants 2010-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 154
Number of participants with account balances 2010-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 128
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 18
Total of all active and inactive participants 2009-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 146
Number of participants with account balances 2009-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2018: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	257
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	118
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	37
Total of all active and inactive participants	2018-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	155
Number of participants with account balances	2018-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	244
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	209
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	30
Total of all active and inactive participants	2017-01-01	240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	240
Number of participants with account balances	2017-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	12
2016: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	205
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	28
Total of all active and inactive participants	2016-01-01	234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	234
Number of participants with account balances	2016-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7
2015: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	191
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	180
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	24
Total of all active and inactive participants	2015-01-01	205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	205
Number of participants with account balances	2015-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	164
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	19
Total of all active and inactive participants	2014-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	184
Number of participants with account balances	2014-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	156
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	21
Total of all active and inactive participants	2013-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	178
Number of participants with account balances	2013-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	151
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	21
Total of all active and inactive participants	2012-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	173
Number of participants with account balances	2012-01-01	69
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2010: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	134
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	20
Total of all active and inactive participants	2010-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	154
Number of participants with account balances	2010-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	128
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	18
Total of all active and inactive participants	2009-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	146
Number of participants with account balances	2009-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN

Measure	Date	Value
2018 : JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 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	$122,634
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$225,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$220,773
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$315,313
Value of total assets at end of year	2018-12-31	$3,182,688
Value of total assets at beginning of year	2018-12-31	$3,285,150
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,323
Total interest from all sources	2018-12-31	$13,010
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	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
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	$315,313
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	$-102,462
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,182,688
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,285,150
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	$2,771,006
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,835,030
Interest earned on other investments	2018-12-31	$13,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$411,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$450,120
Net investment gain/loss from pooled separate accounts	2018-12-31	$-205,689
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$220,773
Contract administrator fees	2018-12-31	$4,323
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	BOCK & ASSOCIATES LLP
Accountancy firm EIN	2018-12-31	742108047
2017 : JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 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	$905,751
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$550,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$546,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$351,257
Value of total assets at end of year	2017-12-31	$3,285,150
Value of total assets at beginning of year	2017-12-31	$2,930,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,214
Total interest from all sources	2017-12-31	$14,032
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	$1,000,000
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	$294,139
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$57,118
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	$355,108
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,285,150
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,930,042
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
Value of interest in pooled separate accounts at end of year	2017-12-31	$2,835,030
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,472,346
Interest earned on other investments	2017-12-31	$14,032
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$450,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$457,696
Net investment gain/loss from pooled separate accounts	2017-12-31	$540,462
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$546,429
Contract administrator fees	2017-12-31	$4,214
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	BOCK & ASSOCIATES
Accountancy firm EIN	2017-12-31	742108047
2016 : JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 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	$602,509
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$253,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$250,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$418,497
Value of total assets at end of year	2016-12-31	$2,930,042
Value of total assets at beginning of year	2016-12-31	$2,581,216
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,756
Total interest from all sources	2016-12-31	$13,880
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
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
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	$262,795
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$155,702
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	$348,826
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,930,042
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,581,216
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	$2,472,346
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,240,648
Interest earned on other investments	2016-12-31	$13,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$457,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$340,568
Net investment gain/loss from pooled separate accounts	2016-12-31	$170,132
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$250,927
Contract administrator fees	2016-12-31	$2,756
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	BOCK & ASSOCIATES
Accountancy firm EIN	2016-12-31	742108047
2015 : JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 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	$255,263
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$177,535
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$175,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$250,528
Value of total assets at end of year	2015-12-31	$2,581,216
Value of total assets at beginning of year	2015-12-31	$2,503,488
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,004
Total interest from all sources	2015-12-31	$11,080
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
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
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	$250,528
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	$77,728
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,581,216
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,503,488
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	$2,240,648
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,189,576
Interest earned on other investments	2015-12-31	$11,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$340,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$313,912
Net investment gain/loss from pooled separate accounts	2015-12-31	$-6,345
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$175,531
Contract administrator fees	2015-12-31	$2,004
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	BOCK & ASSOCIATES
Accountancy firm EIN	2015-12-31	742108047
2014 : JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 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	$350,039
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$377,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$362,308
Value of total corrective distributions	2014-12-31	$12,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$200,822
Value of total assets at end of year	2014-12-31	$2,503,488
Value of total assets at beginning of year	2014-12-31	$2,530,837
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,110
Total interest from all sources	2014-12-31	$9,406
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
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
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	$200,822
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	$-27,349
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,503,488
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,530,837
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	$2,189,576
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,214,453
Interest earned on other investments	2014-12-31	$9,406
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$313,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$316,384
Net investment gain/loss from pooled separate accounts	2014-12-31	$139,811
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$362,308
Contract administrator fees	2014-12-31	$2,110
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	BOCK & ASSOCIATES
Accountancy firm EIN	2014-12-31	742108047
2013 : JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$722,319
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$309,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$296,748
Value of total corrective distributions	2013-12-31	$10,113
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$196,043
Value of total assets at end of year	2013-12-31	$2,530,837
Value of total assets at beginning of year	2013-12-31	$2,117,535
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,156
Total interest from all sources	2013-12-31	$10,069
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
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
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	$196,043
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	$413,302
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,530,837
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,117,535
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	$2,214,453
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,835,248
Interest earned on other investments	2013-12-31	$10,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$316,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$282,287
Net investment gain/loss from pooled separate accounts	2013-12-31	$516,207
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$296,748
Contract administrator fees	2013-12-31	$2,156
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	BOCK & ASSOCIATES
Accountancy firm EIN	2013-12-31	742108047
2012 : JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$459,172
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$351,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$349,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$197,330
Value of total assets at end of year	2012-12-31	$2,117,535
Value of total assets at beginning of year	2012-12-31	$2,009,772
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,869
Total interest from all sources	2012-12-31	$10,000
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$195,752
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$107,763
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,117,535
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,009,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,835,248
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,624,684
Interest earned on other investments	2012-12-31	$10,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$282,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$385,088
Net investment gain/loss from pooled separate accounts	2012-12-31	$251,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$349,540
Contract administrator fees	2012-12-31	$1,869
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BOCK & ASSOCIATES
Accountancy firm EIN	2012-12-31	742108047
2010 : JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$458,831
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$283,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$261,086
Value of total corrective distributions	2010-12-31	$19,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$188,229
Value of total assets at end of year	2010-12-31	$2,087,969
Value of total assets at beginning of year	2010-12-31	$1,912,173
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,987
Total interest from all sources	2010-12-31	$10,656
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	$128,227
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$60,002
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	$175,796
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,087,969
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,912,173
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	$1,719,757
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,695,209
Interest earned on other investments	2010-12-31	$10,656
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$368,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$216,964
Net investment gain/loss from pooled separate accounts	2010-12-31	$259,946
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$261,086
Contract administrator fees	2010-12-31	$1,987
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	BOCK & ASSOCIATES
Accountancy firm EIN	2010-12-31	742108047
2009 : JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 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 JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN

2018: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single 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: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single 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: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single 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: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single 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: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single 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: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – 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: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2010: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: JOHN ROBERTS DEALERSHIP GROUP 401(K) PLAN 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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number	502609
Policy instance	1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number	502609
Policy instance	1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number	502609
Policy instance	1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number	502609
Policy instance	1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number	502609
Policy instance	1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number	502609
Policy instance	1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number	502609
Policy instance	1

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Company Name:	JOHN ROBERTS AUSTIN I LP
Employer identification number (EIN):	742867655
NAIC Classification:	441110
NAIC Description:	New Car Dealers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2018-01-01	MARTIN PEEPLES	2019-10-05
001	2017-01-01
001	2016-01-01
001	2015-01-01	MARTIN PEEPLES
001	2014-01-01	MARTIN PEEPLES
001	2013-01-01	LINDA DUBELBEIS
001	2012-01-01	LINDA DUBELBEIS
001	2010-01-01	LINDA DUBELBEIS
001	2009-01-01	LINDA DUBELBEIS