401k Plan data: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K PLAN plan

WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K PLAN 401k Plan overview

Plan Name	WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K PLAN
Plan identification number	002

WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K 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.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PARK CITIES FORD LIMITED PARTNERSHIP has sponsored the creation of one or more 401k plans.

Company Name: PARK CITIES FORD LIMITED PARTNERSHIP

Employer identification number (EIN): 752436821

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 DAVID HEAD
002 2014-01-01 SANDI VAUGHN
002 2014-01-01 DAVID HEAD
002 2013-01-01 DAVID T. HEAD
002 2012-01-01 DAVID HEAD
002 2011-01-01 DAVID HEAD
002 2009-01-01 SANDI VAUGHN

Plan id#	Filing Submission Date	Name of Administrator
002	2015-01-01	DAVID HEAD
002	2014-01-01	SANDI VAUGHN
002	2014-01-01	DAVID HEAD
002	2013-01-01	DAVID T. HEAD
002	2012-01-01	DAVID HEAD
002	2011-01-01	DAVID HEAD
002	2009-01-01	SANDI VAUGHN

Plan Statistics for WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K PLAN

401k plan membership statisitcs for WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K PLAN

Measure Date Value
2015: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,998
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,294
Number of retired or separated participants receiving benefits 2015-01-01 901
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 2,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 2,195
Number of participants with account balances 2015-01-01 1,694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 109
2014: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,733
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,287
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 671
Total of all active and inactive participants 2014-01-01 1,958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1,958
Number of participants with account balances 2014-01-01 1,458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 104
2013: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,439
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,309
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 424
Total of all active and inactive participants 2013-01-01 1,733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,733
Number of participants with account balances 2013-01-01 1,211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 81
2012: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,346
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,253
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 152
Total of all active and inactive participants 2012-01-01 1,405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1,405
Number of participants with account balances 2012-01-01 833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 74
2011: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,161
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,246
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 100
Total of all active and inactive participants 2011-01-01 1,346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,346
Number of participants with account balances 2011-01-01 721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 70
2009: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 594
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 610
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 57
Total of all active and inactive participants 2009-01-01 667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 668
Number of participants with account balances 2009-01-01 410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 36

Measure	Date	Value
2015: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,998
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,294
Number of retired or separated participants receiving benefits	2015-01-01	901
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	2,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	2,195
Number of participants with account balances	2015-01-01	1,694
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	109
2014: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,733
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,287
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	671
Total of all active and inactive participants	2014-01-01	1,958
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1,958
Number of participants with account balances	2014-01-01	1,458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	104
2013: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,439
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,309
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	424
Total of all active and inactive participants	2013-01-01	1,733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,733
Number of participants with account balances	2013-01-01	1,211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	81
2012: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,346
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,253
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	152
Total of all active and inactive participants	2012-01-01	1,405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1,405
Number of participants with account balances	2012-01-01	833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	74
2011: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,161
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,246
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	100
Total of all active and inactive participants	2011-01-01	1,346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,346
Number of participants with account balances	2011-01-01	721
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	70
2009: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	594
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	610
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	57
Total of all active and inactive participants	2009-01-01	667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	668
Number of participants with account balances	2009-01-01	410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	36

Financial Data on WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K PLAN

Measure	Date	Value
2015 : WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K 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	$3,120,424
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,778,977
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,707,679
Expenses. Certain deemed distributions of participant loans	2015-12-31	$2,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,053,193
Value of total assets at end of year	2015-12-31	$19,541,530
Value of total assets at beginning of year	2015-12-31	$18,200,083
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$69,049
Total interest from all sources	2015-12-31	$103,936
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	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,423,452
Participant contributions at end of year	2015-12-31	$530,585
Participant contributions at beginning of year	2015-12-31	$531,296
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$138,922
Other income not declared elsewhere	2015-12-31	$20,315
Administrative expenses (other) incurred	2015-12-31	$69,049
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	$1,341,447
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$19,541,530
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$18,200,083
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 registered invesment companies (eg mutual funds) at end of year	2015-12-31	$15,877,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$15,274,860
Interest on participant loans	2015-12-31	$24,314
Interest earned on other investments	2015-12-31	$79,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$3,133,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,393,927
Net investment gain/loss from pooled separate accounts	2015-12-31	$-57,020
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	$490,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,707,679
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	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2015-12-31	560747981
2014 : WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K 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	$3,486,654
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,397,438
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,332,944
Expenses. Certain deemed distributions of participant loans	2014-12-31	$1,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,524,716
Value of total assets at end of year	2014-12-31	$18,200,083
Value of total assets at beginning of year	2014-12-31	$16,110,867
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$63,215
Total interest from all sources	2014-12-31	$88,404
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	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,094,441
Participant contributions at end of year	2014-12-31	$531,296
Participant contributions at beginning of year	2014-12-31	$563,876
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$51,599
Other income not declared elsewhere	2014-12-31	$1,129
Administrative expenses (other) incurred	2014-12-31	$63,215
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	$2,089,216
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$18,200,083
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$16,110,867
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 registered invesment companies (eg mutual funds) at end of year	2014-12-31	$15,274,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$13,679,026
Interest on participant loans	2014-12-31	$27,142
Interest earned on other investments	2014-12-31	$61,262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,393,927
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,867,965
Net investment gain/loss from pooled separate accounts	2014-12-31	$872,405
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	$378,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,332,944
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	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2014-12-31	560747981
2013 : WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K 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	$4,853,259
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,436,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,384,481
Expenses. Certain deemed distributions of participant loans	2013-12-31	$2,299
Value of total corrective distributions	2013-12-31	$168
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,361,389
Value of total assets at end of year	2013-12-31	$16,110,867
Value of total assets at beginning of year	2013-12-31	$12,694,331
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$49,775
Total interest from all sources	2013-12-31	$78,955
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$681
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,774,277
Participant contributions at end of year	2013-12-31	$563,876
Participant contributions at beginning of year	2013-12-31	$443,340
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$249,531
Other income not declared elsewhere	2013-12-31	$3,502
Administrative expenses (other) incurred	2013-12-31	$49,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,416,536
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$16,110,867
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,694,331
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$13,679,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$10,281,539
Interest on participant loans	2013-12-31	$26,233
Interest earned on other investments	2013-12-31	$52,722
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,867,965
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,969,452
Net investment gain/loss from pooled separate accounts	2013-12-31	$2,408,732
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	$337,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,384,481
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	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2013-12-31	560747981
2012 : WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K 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	$3,090,773
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$962,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$930,410
Expenses. Certain deemed distributions of participant loans	2012-12-31	$22
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,794,957
Value of total assets at end of year	2012-12-31	$12,694,331
Value of total assets at beginning of year	2012-12-31	$10,565,857
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$31,867
Total interest from all sources	2012-12-31	$74,797
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	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,494,795
Participant contributions at end of year	2012-12-31	$443,340
Participant contributions at beginning of year	2012-12-31	$574,445
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$12,587
Other income not declared elsewhere	2012-12-31	$1,520
Administrative expenses (other) incurred	2012-12-31	$31,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,128,474
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,694,331
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$10,565,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$10,281,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$8,450,572
Interest on participant loans	2012-12-31	$27,162
Interest earned on other investments	2012-12-31	$47,635
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,969,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,540,840
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,219,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$287,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$930,410
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	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2012-12-31	560747981
2011 : WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,614,045
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,718,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,689,637
Value of total corrective distributions	2011-12-31	$1,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,727,021
Value of total assets at end of year	2011-12-31	$10,565,857
Value of total assets at beginning of year	2011-12-31	$10,669,927
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$27,352
Total interest from all sources	2011-12-31	$75,568
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	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,331,844
Participant contributions at end of year	2011-12-31	$574,445
Participant contributions at beginning of year	2011-12-31	$616,536
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$198,018
Other income not declared elsewhere	2011-12-31	$1,301
Administrative expenses (other) incurred	2011-12-31	$27,352
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	$-104,070
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$10,565,857
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$10,669,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$8,450,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$8,550,887
Interest on participant loans	2011-12-31	$33,431
Interest earned on other investments	2011-12-31	$42,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,540,840
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,502,504
Net investment gain/loss from pooled separate accounts	2011-12-31	$-189,845
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	$197,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,689,637
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	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2011-12-31	560747981
2010 : WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K 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	$2,195,579
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,302,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,276,683
Expenses. Certain deemed distributions of participant loans	2010-12-31	$6,383
Value of total corrective distributions	2010-12-31	$8,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,096,599
Value of total assets at end of year	2010-12-31	$10,669,927
Value of total assets at beginning of year	2010-12-31	$9,776,644
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$11,074
Total interest from all sources	2010-12-31	$87,384
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
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$915,366
Participant contributions at end of year	2010-12-31	$616,536
Participant contributions at beginning of year	2010-12-31	$678,220
Other income not declared elsewhere	2010-12-31	$2,391
Administrative expenses (other) incurred	2010-12-31	$11,074
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	$893,283
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$10,669,927
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$9,776,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$8,550,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$7,670,956
Interest on participant loans	2010-12-31	$41,585
Interest earned on other investments	2010-12-31	$45,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,502,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,427,468
Net investment gain/loss from pooled separate accounts	2010-12-31	$1,009,205
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	Yes
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	$181,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,276,683
Did the plan have assets held for investment	2010-12-31	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	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	Yes
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	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2010-12-31	560747981

Form 5500 Responses for WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K PLAN

2015: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K 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: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K 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: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K 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
2011: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	Yes
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: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401K 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

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

Policy contract number

PHX519

Policy instance

Insurance contract or identification number	PHX519
Number of Individuals Covered	2195
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $46,219
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 $46,219
Insurance broker organization code?	3
Insurance broker name	AUSDAL FINANCIAL PARTNERS INC

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

Policy contract number

PHX519

Policy instance

Insurance contract or identification number	PHX519
Number of Individuals Covered	1958
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $41,469
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 $41,469
Insurance broker organization code?	3
Insurance broker name	AUSDAL FINANCIAL PARTNERS INC

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

Policy contract number

PHX519

Policy instance

Insurance contract or identification number	PHX519
Number of Individuals Covered	1733
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $33,390
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 $33,390
Insurance broker organization code?	3
Insurance broker name	AUSDAL FINANCIAL PARTNERS INC

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

Policy contract number

PHX519

Policy instance

Insurance contract or identification number	PHX519
Number of Individuals Covered	1405
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $27,884
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 $4,972
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL CORPORATION

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

Policy contract number

PHX519

Policy instance

Insurance contract or identification number	PHX519
Number of Individuals Covered	1346
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $26,163
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

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

Policy contract number

PHX519

Policy instance

Insurance contract or identification number	PHX519
Number of Individuals Covered	1161
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $22,232
Total amount of fees paid to insurance company	USD $73
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 $14,597
Insurance broker organization code?	3
Amount paid for insurance broker fees	73
Additional information about fees paid to insurance broker	SUPPLEMENTAL CASH PAID
Insurance broker name	LPL FINANCIAL CORP

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Company Name:	PARK CITIES FORD LIMITED PARTNERSHIP
Employer identification number (EIN):	752436821
NAIC Classification:	441110
NAIC Description:	New Car Dealers