401k Plan data: TOYOTA OF PUYALLUP, INC. 401(K) PROFIT SHARING PLAN plan

TOYOTA OF PUYALLUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	TOYOTA OF PUYALLUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	003

TOYOTA OF PUYALLUP, INC. 401(K) PROFIT SHARING 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.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KLS, INC. DBA TOYOTA OF PUYALLUP has sponsored the creation of one or more 401k plans.

Company Name: KLS, INC. DBA TOYOTA OF PUYALLUP

Employer identification number (EIN): 910856291

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TOYOTA OF PUYALLUP, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 GREGORY BACKSTROM 2023-09-19
003 2021-01-01 GREGORY BACKSTROM 2022-09-22
003 2020-01-01
003 2020-01-01
003 2019-01-01
003 2019-01-01 GREGORY BACKSTROM 2020-12-23
003 2018-01-01
003 2017-01-01 GREGORY BACKSTROM
003 2016-01-01 GREG BACKSTROM 2017-09-20
003 2015-01-01 GREG BACKSTROM 2016-10-06
003 2014-01-01 GREG BACKSTROM 2015-10-07
003 2013-01-01 GREG BACKSTROM 2014-10-13
003 2012-01-01 GREG BACKSTROM 2013-09-25
003 2011-01-01 GREG BACKSTROM 2012-07-13
003 2010-01-01 GREG BACKSTROM 2011-07-11 GREG BACKSTROM 2011-07-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	GREGORY BACKSTROM	2023-09-19
003	2021-01-01	GREGORY BACKSTROM	2022-09-22
003	2020-01-01
003	2020-01-01
003	2019-01-01
003	2019-01-01	GREGORY BACKSTROM	2020-12-23
003	2018-01-01
003	2017-01-01	GREGORY BACKSTROM
003	2016-01-01	GREG BACKSTROM	2017-09-20
003	2015-01-01	GREG BACKSTROM	2016-10-06
003	2014-01-01	GREG BACKSTROM	2015-10-07
003	2013-01-01	GREG BACKSTROM	2014-10-13
003	2012-01-01	GREG BACKSTROM	2013-09-25
003	2011-01-01	GREG BACKSTROM	2012-07-13
003	2010-01-01	GREG BACKSTROM	2011-07-11	GREG BACKSTROM	2011-07-11

Plan Statistics for TOYOTA OF PUYALLUP, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for TOYOTA OF PUYALLUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: TOYOTA OF PUYALLUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 117
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 38
Total of all active and inactive participants 2020-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 155
Number of participants with account balances 2020-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 10
2019: TOYOTA OF PUYALLUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 123
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 31
Total of all active and inactive participants 2019-01-01 156
Total participants 2019-01-01 156
Number of participants with account balances 2019-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2018: TOYOTA OF PUYALLUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 106
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 22
Total of all active and inactive participants 2018-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 128
Number of participants with account balances 2018-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 3
2017: TOYOTA OF PUYALLUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 108
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 23
Total of all active and inactive participants 2017-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 131
Number of participants with account balances 2017-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3

Measure	Date	Value
2020: TOYOTA OF PUYALLUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	117
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	38
Total of all active and inactive participants	2020-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	155
Number of participants with account balances	2020-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	10
2019: TOYOTA OF PUYALLUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	123
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	31
Total of all active and inactive participants	2019-01-01	156
Total participants	2019-01-01	156
Number of participants with account balances	2019-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2018: TOYOTA OF PUYALLUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	106
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	22
Total of all active and inactive participants	2018-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	128
Number of participants with account balances	2018-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	3
2017: TOYOTA OF PUYALLUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	108
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	23
Total of all active and inactive participants	2017-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	131
Number of participants with account balances	2017-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3

Financial Data on TOYOTA OF PUYALLUP, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2020 : TOYOTA OF PUYALLUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$35,644
Total income from all sources (including contributions)	2020-12-31	$2,281,739
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$961,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$960,214
Value of total corrective distributions	2020-12-31	$16,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$684,124
Value of total assets at end of year	2020-12-31	$12,069,937
Value of total assets at beginning of year	2020-12-31	$10,784,876
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$820
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$553,643
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$9,145
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$35,644
Other income not declared elsewhere	2020-12-31	$24,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,320,705
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,069,937
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,749,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$9,316,359
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$9,165,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,748,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,608,739
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,573,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$130,481
Employer contributions (assets) at end of year	2020-12-31	$4,746
Employer contributions (assets) at beginning of year	2020-12-31	$1,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$960,214
Contract administrator fees	2020-12-31	$820
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	BDO USA, LLP
Accountancy firm EIN	2020-12-31	135381590
2019 : TOYOTA OF PUYALLUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$35,644
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$35,644
Total income from all sources (including contributions)	2019-12-31	$2,548,880
Total income from all sources (including contributions)	2019-12-31	$2,548,880
Total of all expenses incurred	2019-12-31	$508,623
Total of all expenses incurred	2019-12-31	$508,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$487,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$487,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$688,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$688,172
Value of total assets at end of year	2019-12-31	$10,784,876
Value of total assets at end of year	2019-12-31	$10,784,876
Value of total assets at beginning of year	2019-12-31	$8,708,975
Value of total assets at beginning of year	2019-12-31	$8,708,975
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$21,595
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$21,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
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
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$557,220
Contributions received from participants	2019-12-31	$557,220
Participant contributions at end of year	2019-12-31	$9,145
Participant contributions at end of year	2019-12-31	$9,145
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$31
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$31
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$35,644
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$35,644
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
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	$2,040,257
Value of net income/loss	2019-12-31	$2,040,257
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,749,232
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,749,232
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,708,975
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,708,975
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 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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$19,705
Investment advisory and management fees	2019-12-31	$19,705
Value of interest in pooled separate accounts at end of year	2019-12-31	$9,165,036
Value of interest in pooled separate accounts at end of year	2019-12-31	$9,165,036
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$5,957,154
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$5,957,154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,608,739
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,608,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,751,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,751,821
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,860,708
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,860,708
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
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
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$130,921
Contributions received in cash from employer	2019-12-31	$130,921
Employer contributions (assets) at end of year	2019-12-31	$1,956
Employer contributions (assets) at end of year	2019-12-31	$1,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$487,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$487,028
Contract administrator fees	2019-12-31	$1,890
Contract administrator fees	2019-12-31	$1,890
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BDO USA, LLP
Accountancy firm name	2019-12-31	BDO USA, LLP
Accountancy firm EIN	2019-12-31	135381590
Accountancy firm EIN	2019-12-31	135381590
2018 : TOYOTA OF PUYALLUP, INC. 401(K) PROFIT SHARING 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	$-74,152
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$671,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$667,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$635,722
Value of total assets at end of year	2018-12-31	$8,708,975
Value of total assets at beginning of year	2018-12-31	$9,454,938
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,340
Total interest from all sources	2018-12-31	$44,953
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$522,422
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$2,514
Administrative expenses (other) incurred	2018-12-31	$4,115
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	$-745,963
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,708,975
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,454,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$5,957,154
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$7,993,026
Interest earned on other investments	2018-12-31	$44,953
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,751,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,461,912
Net investment gain/loss from pooled separate accounts	2018-12-31	$-754,827
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	$110,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$667,471
Contract administrator fees	2018-12-31	$225
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	PETERSON SULLIVAN, LLP
Accountancy firm EIN	2018-12-31	910605875
2017 : TOYOTA OF PUYALLUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,955,558
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$234,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$230,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$577,246
Value of total assets at end of year	2017-12-31	$9,454,938
Value of total assets at beginning of year	2017-12-31	$7,733,681
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,195
Total interest from all sources	2017-12-31	$44,151
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$476,144
Participant contributions at beginning of year	2017-12-31	$39
Administrative expenses (other) incurred	2017-12-31	$4,020
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	$1,721,257
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$9,454,938
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,733,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$7,993,026
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$6,251,106
Interest earned on other investments	2017-12-31	$44,151
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,461,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,482,471
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,334,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$101,102
Employer contributions (assets) at beginning of year	2017-12-31	$65
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$230,106
Contract administrator fees	2017-12-31	$175
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	PETERSON SULLIVAN, LLP
Accountancy firm EIN	2017-12-31	910605875

Form 5500 Responses for TOYOTA OF PUYALLUP, INC. 401(K) PROFIT SHARING PLAN

2020: TOYOTA OF PUYALLUP, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TOYOTA OF PUYALLUP, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TOYOTA OF PUYALLUP, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TOYOTA OF PUYALLUP, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - 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

PHP720

Policy instance

Insurance contract or identification number	PHP720
Number of Individuals Covered	131
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

PHP720

Policy instance

Insurance contract or identification number	PHP720
Number of Individuals Covered	133
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $19,705
Commission paid to Insurance Broker	USD $19,705
Insurance broker organization code?	3

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

Policy contract number

PHP720

Policy instance

Insurance contract or identification number	PHP720
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $33,585
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $33,585
Insurance broker organization code?	3

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

Policy contract number

PHP720

Policy instance

Insurance contract or identification number	PHP720
Number of Individuals Covered	84
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $29,923
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $29,923
Insurance broker organization code?	3
Insurance broker name	PURSHE KAPLAN STERLING INVESTMENTS

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Company Name:	KLS, INC. DBA TOYOTA OF PUYALLUP
Employer identification number (EIN):	910856291
NAIC Classification:	441110
NAIC Description:	New Car Dealers