401k Plan data: LEXUS OF ALBUQUERQUE RETIREMENT PLAN plan

LEXUS OF ALBUQUERQUE RETIREMENT PLAN 401k Plan overview

Plan Name	LEXUS OF ALBUQUERQUE RETIREMENT PLAN
Plan identification number	001

LEXUS OF ALBUQUERQUE RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
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.

401k Sponsoring company profile

NEW MEXICO MOTOR CAR COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name: NEW MEXICO MOTOR CAR COMPANY, INC.

Employer identification number (EIN): 850378711

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LEXUS OF ALBUQUERQUE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DON MACKEY DON MACKEY 2018-10-12
001 2016-01-01 DON MACKEY DON MACKEY 2017-07-27
001 2015-01-01 DON MACKEY DON MACKEY 2016-10-06
001 2014-01-01 DON MACKEY DON MACKEY 2015-10-14
001 2013-01-01 DONALD MACKEY 2014-02-27 DONALD MACKEY 2014-02-27
001 2012-01-01 DONALD MACKEY 2013-04-12 DONALD MACKEY 2013-04-12
001 2011-01-01 DONALD MACKEY 2012-03-23 DONALD MACKEY 2012-03-23
001 2010-01-01 DONALD MACKEY 2011-07-13 DONALD MACKEY 2011-07-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	DON MACKEY		DON MACKEY	2018-10-12
001	2016-01-01	DON MACKEY		DON MACKEY	2017-07-27
001	2015-01-01	DON MACKEY		DON MACKEY	2016-10-06
001	2014-01-01	DON MACKEY		DON MACKEY	2015-10-14
001	2013-01-01	DONALD MACKEY	2014-02-27	DONALD MACKEY	2014-02-27
001	2012-01-01	DONALD MACKEY	2013-04-12	DONALD MACKEY	2013-04-12
001	2011-01-01	DONALD MACKEY	2012-03-23	DONALD MACKEY	2012-03-23
001	2010-01-01	DONALD MACKEY	2011-07-13	DONALD MACKEY	2011-07-13

Plan Statistics for LEXUS OF ALBUQUERQUE RETIREMENT PLAN

401k plan membership statisitcs for LEXUS OF ALBUQUERQUE RETIREMENT PLAN

Measure Date Value
2019: LEXUS OF ALBUQUERQUE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 102
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 13
Total of all active and inactive participants 2019-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 115
Number of participants with account balances 2019-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 4
2018: LEXUS OF ALBUQUERQUE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 87
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 10
Total of all active and inactive participants 2018-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 97
Number of participants with account balances 2018-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: LEXUS OF ALBUQUERQUE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 98
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 13
Total of all active and inactive participants 2017-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 111
Number of participants with account balances 2017-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 7
2016: LEXUS OF ALBUQUERQUE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 116
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 13
Total of all active and inactive participants 2016-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 129
Number of participants with account balances 2016-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 4
2015: LEXUS OF ALBUQUERQUE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 100
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 9
Total of all active and inactive participants 2015-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 109
Number of participants with account balances 2015-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: LEXUS OF ALBUQUERQUE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 98
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 5
Total of all active and inactive participants 2014-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 103
Number of participants with account balances 2014-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 6

Measure	Date	Value
2019: LEXUS OF ALBUQUERQUE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	102
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	13
Total of all active and inactive participants	2019-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	115
Number of participants with account balances	2019-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	4
2018: LEXUS OF ALBUQUERQUE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	87
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	10
Total of all active and inactive participants	2018-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	97
Number of participants with account balances	2018-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: LEXUS OF ALBUQUERQUE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	98
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	13
Total of all active and inactive participants	2017-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	111
Number of participants with account balances	2017-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	7
2016: LEXUS OF ALBUQUERQUE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	116
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	13
Total of all active and inactive participants	2016-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	129
Number of participants with account balances	2016-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	4
2015: LEXUS OF ALBUQUERQUE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	100
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	9
Total of all active and inactive participants	2015-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	109
Number of participants with account balances	2015-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: LEXUS OF ALBUQUERQUE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	98
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	5
Total of all active and inactive participants	2014-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	103
Number of participants with account balances	2014-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	6

Financial Data on LEXUS OF ALBUQUERQUE RETIREMENT PLAN

Measure	Date	Value
2019 : LEXUS OF ALBUQUERQUE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$408,742
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$75,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$57,383
Value of total corrective distributions	2019-12-31	$2,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$180,679
Value of total assets at end of year	2019-12-31	$1,295,165
Value of total assets at beginning of year	2019-12-31	$961,463
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,698
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$180,679
Liabilities. Value of operating payables at end of year	2019-12-31	$0
Liabilities. Value of operating payables at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$513
Total non interest bearing cash at beginning of year	2019-12-31	$1,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$333,702
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,295,165
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$961,463
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,294,652
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$954,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$228,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$5,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$57,383
Contract administrator fees	2019-12-31	$14,698
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HENDERSON HUTCHERSON & MCCULLOUGH
Accountancy firm EIN	2019-12-31	621114363
2018 : LEXUS OF ALBUQUERQUE RETIREMENT 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	$97,583
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$164,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$148,529
Value of total corrective distributions	2018-12-31	$2,578
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$172,237
Value of total assets at end of year	2018-12-31	$961,463
Value of total assets at beginning of year	2018-12-31	$1,028,642
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$13,655
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$100,000
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	$167,942
Liabilities. Value of operating payables at end of year	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$1,845
Total non interest bearing cash at beginning of year	2018-12-31	$1,833
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	$-67,179
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$961,463
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,028,642
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 registered invesment companies (eg mutual funds) at end of year	2018-12-31	$954,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,021,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-74,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$4,295
Employer contributions (assets) at end of year	2018-12-31	$5,521
Employer contributions (assets) at beginning of year	2018-12-31	$5,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$148,529
Contract administrator fees	2018-12-31	$13,655
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	HENDERSON HUTCHERSON & MCCULLOUGH
Accountancy firm EIN	2018-12-31	621114363
2017 : LEXUS OF ALBUQUERQUE RETIREMENT 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	$260
Total income from all sources (including contributions)	2017-12-31	$345,394
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$209,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$196,751
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$192,987
Value of total assets at end of year	2017-12-31	$1,028,642
Value of total assets at beginning of year	2017-12-31	$892,891
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$12,632
Total interest from all sources	2017-12-31	$0
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	$100,000
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	$176,872
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$10,357
Liabilities. Value of operating payables at end of year	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$260
Total non interest bearing cash at end of year	2017-12-31	$1,833
Total non interest bearing cash at beginning of year	2017-12-31	$260
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	$136,011
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,028,642
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$892,631
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 registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,021,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$886,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$152,407
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	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$5,758
Employer contributions (assets) at end of year	2017-12-31	$5,758
Employer contributions (assets) at beginning of year	2017-12-31	$5,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$196,751
Contract administrator fees	2017-12-31	$12,632
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	LUDWIG KLEWER & COMPANY
Accountancy firm EIN	2017-12-31	364538293
2016 : LEXUS OF ALBUQUERQUE RETIREMENT 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	$260
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	$279,714
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$234,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$206,206
Value of total corrective distributions	2016-12-31	$16,808
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$217,134
Value of total assets at end of year	2016-12-31	$892,891
Value of total assets at beginning of year	2016-12-31	$847,406
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$11,475
Total interest from all sources	2016-12-31	$0
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	$100,000
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	$211,246
Administrative expenses (other) incurred	2016-12-31	$260
Liabilities. Value of operating payables at end of year	2016-12-31	$260
Total non interest bearing cash at end of year	2016-12-31	$260
Total non interest bearing cash at beginning of year	2016-12-31	$222
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	$45,225
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$892,631
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$847,406
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 registered invesment companies (eg mutual funds) at end of year	2016-12-31	$886,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$815,578
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$25,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$25,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$62,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$5,888
Employer contributions (assets) at end of year	2016-12-31	$5,888
Employer contributions (assets) at beginning of year	2016-12-31	$6,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$206,206
Contract administrator fees	2016-12-31	$11,215
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	LUDWIG KLEWER & COMPANY
Accountancy firm EIN	2016-12-31	364538293
2015 : LEXUS OF ALBUQUERQUE RETIREMENT 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	$231,073
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$162,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$148,861
Value of total corrective distributions	2015-12-31	$2,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$247,612
Value of total assets at end of year	2015-12-31	$847,406
Value of total assets at beginning of year	2015-12-31	$778,779
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$11,280
Total interest from all sources	2015-12-31	$0
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	$100,000
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	$232,392
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$8,875
Total non interest bearing cash at end of year	2015-12-31	$222
Total non interest bearing cash at beginning of year	2015-12-31	$7
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	$68,627
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$847,406
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$778,779
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	$815,578
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$767,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$25,261
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$6,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$6,795
Net investment gain/loss from pooled separate accounts	2015-12-31	$-16,539
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	Yes
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	$6,345
Employer contributions (assets) at end of year	2015-12-31	$6,345
Employer contributions (assets) at beginning of year	2015-12-31	$4,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$148,861
Contract administrator fees	2015-12-31	$11,280
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	LUDWIG KLEWER & COMPANY
Accountancy firm EIN	2015-12-31	364538293
2014 : LEXUS OF ALBUQUERQUE RETIREMENT 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	$221,581
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$135,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$126,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$180,430
Value of total assets at end of year	2014-12-31	$778,779
Value of total assets at beginning of year	2014-12-31	$692,922
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$9,177
Total interest from all sources	2014-12-31	$0
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	$100,000
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	$172,804
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$2,953
Total non interest bearing cash at end of year	2014-12-31	$7
Total non interest bearing cash at beginning of year	2014-12-31	$537
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	$85,857
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$778,779
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$692,922
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	$767,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$684,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$6,795
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$4,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$4,253
Net investment gain/loss from pooled separate accounts	2014-12-31	$41,151
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	$4,673
Employer contributions (assets) at end of year	2014-12-31	$4,666
Employer contributions (assets) at beginning of year	2014-12-31	$3,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$126,547
Contract administrator fees	2014-12-31	$9,177
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	LUDWIG KLEWER & COMPANY
Accountancy firm EIN	2014-12-31	364538293

Form 5500 Responses for LEXUS OF ALBUQUERQUE RETIREMENT PLAN

2019: LEXUS OF ALBUQUERQUE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LEXUS OF ALBUQUERQUE RETIREMENT 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 – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: LEXUS OF ALBUQUERQUE RETIREMENT 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 – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LEXUS OF ALBUQUERQUE RETIREMENT 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LEXUS OF ALBUQUERQUE RETIREMENT 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LEXUS OF ALBUQUERQUE RETIREMENT 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	64320
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	64320
Policy instance	1

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Company Name:	NEW MEXICO MOTOR CAR COMPANY, INC.
Employer identification number (EIN):	850378711
NAIC Classification:	441110
NAIC Description:	New Car Dealers