401k Plan data: O'BRIEN AUTO GROUP 401(K) PLAN plan

O'BRIEN AUTO GROUP 401(K) PLAN 401k Plan overview

Plan Name	O'BRIEN AUTO GROUP 401(K) PLAN
Plan identification number	001

O'BRIEN AUTO GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

HO, INC. DBA LEXUS OF BELLEVUE has sponsored the creation of one or more 401k plans.

Company Name: HO, INC. DBA LEXUS OF BELLEVUE

Employer identification number (EIN): 911438162

NAIC Classification: 441110
NAIC Description: New Car Dealers

Additional information about HO, INC. DBA LEXUS OF BELLEVUE

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1989-01-23

Company Identification Number: 601124837

Legal Registered Office Address: 101 116TH AVE SE

BELLEVUE
United States of America (USA)
980040000

More information about HO, INC. DBA LEXUS OF BELLEVUE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan O'BRIEN AUTO GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 JLYN ALBRIGHT MICHAEL OBRIEN 2018-08-14
001 2016-01-01 JLYN ALBRIGHT MICHAEL OBRIEN 2017-09-11
001 2015-01-01 JLYN ALBRIGHT MICHAEL OBRIEN 2016-09-26

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	JLYN ALBRIGHT	MICHAEL OBRIEN	2018-08-14
001	2016-01-01	JLYN ALBRIGHT	MICHAEL OBRIEN	2017-09-11
001	2015-01-01	JLYN ALBRIGHT	MICHAEL OBRIEN	2016-09-26

Plan Statistics for O'BRIEN AUTO GROUP 401(K) PLAN

401k plan membership statisitcs for O'BRIEN AUTO GROUP 401(K) PLAN

Measure Date Value
2022: O'BRIEN AUTO GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,018
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 744
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 210
Total of all active and inactive participants 2022-01-01 954
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 956
Number of participants with account balances 2022-01-01 875
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 19
2021: O'BRIEN AUTO GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,125
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 799
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 149
Total of all active and inactive participants 2021-01-01 948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 948
Number of participants with account balances 2021-01-01 843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 22
2020: O'BRIEN AUTO GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,203
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 989
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 134
Total of all active and inactive participants 2020-01-01 1,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,125
Number of participants with account balances 2020-01-01 1,025
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 150
2019: O'BRIEN AUTO GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,225
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,049
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 93
Total of all active and inactive participants 2019-01-01 1,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,144
Number of participants with account balances 2019-01-01 1,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 133
2018: O'BRIEN AUTO GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 766
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,098
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 80
Total of all active and inactive participants 2018-01-01 1,178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 1,179
Number of participants with account balances 2018-01-01 1,002
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 129
2017: O'BRIEN AUTO GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 708
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 662
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 57
Total of all active and inactive participants 2017-01-01 719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 719
Number of participants with account balances 2017-01-01 595
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 52
2016: O'BRIEN AUTO GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 635
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 616
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 50
Total of all active and inactive participants 2016-01-01 666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 666
Number of participants with account balances 2016-01-01 514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 38
2015: O'BRIEN AUTO GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 595
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 570
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 29
Total of all active and inactive participants 2015-01-01 599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 599
Number of participants with account balances 2015-01-01 441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 11

Measure	Date	Value
2022: O'BRIEN AUTO GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,018
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	744
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	210
Total of all active and inactive participants	2022-01-01	954
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	956
Number of participants with account balances	2022-01-01	875
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	19
2021: O'BRIEN AUTO GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,125
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	799
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	149
Total of all active and inactive participants	2021-01-01	948
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	948
Number of participants with account balances	2021-01-01	843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	22
2020: O'BRIEN AUTO GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,203
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	989
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	134
Total of all active and inactive participants	2020-01-01	1,125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,125
Number of participants with account balances	2020-01-01	1,025
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	150
2019: O'BRIEN AUTO GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,225
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,049
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	93
Total of all active and inactive participants	2019-01-01	1,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,144
Number of participants with account balances	2019-01-01	1,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	133
2018: O'BRIEN AUTO GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	766
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,098
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	80
Total of all active and inactive participants	2018-01-01	1,178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	1,179
Number of participants with account balances	2018-01-01	1,002
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	129
2017: O'BRIEN AUTO GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	708
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	662
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	57
Total of all active and inactive participants	2017-01-01	719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	719
Number of participants with account balances	2017-01-01	595
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	52
2016: O'BRIEN AUTO GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	635
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	616
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	50
Total of all active and inactive participants	2016-01-01	666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	666
Number of participants with account balances	2016-01-01	514
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	38
2015: O'BRIEN AUTO GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	595
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	570
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	29
Total of all active and inactive participants	2015-01-01	599
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	599
Number of participants with account balances	2015-01-01	441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	11

Financial Data on O'BRIEN AUTO GROUP 401(K) PLAN

Measure	Date	Value
2022 : O'BRIEN AUTO GROUP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,882,770
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,688,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,614,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,067,003
Value of total assets at end of year	2022-12-31	$42,343,061
Value of total assets at beginning of year	2022-12-31	$47,914,688
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$74,420
Total interest from all sources	2022-12-31	$19,951
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$652,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$652,370
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$4,185,280
Participant contributions at end of year	2022-12-31	$704,311
Participant contributions at beginning of year	2022-12-31	$587,744
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$14,042
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$114,025
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-5,571,627
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$42,343,061
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$47,914,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$15,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$38,306,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$47,178,693
Interest on participant loans	2022-12-31	$19,951
Value of interest in common/collective trusts at end of year	2022-12-31	$3,198,750
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-8,660,055
Net investment gain or loss from common/collective trusts	2022-12-31	$37,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$767,698
Employer contributions (assets) at end of year	2022-12-31	$133,483
Employer contributions (assets) at beginning of year	2022-12-31	$134,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,614,437
Contract administrator fees	2022-12-31	$59,420
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	SWEENEY CONRAD
Accountancy firm EIN	2022-12-31	911301672
2021 : O'BRIEN AUTO GROUP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$10,513,687
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$5,460,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,301,052
Expenses. Certain deemed distributions of participant loans	2021-12-31	$12,130
Value of total corrective distributions	2021-12-31	$23,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,473,275
Value of total assets at end of year	2021-12-31	$47,914,688
Value of total assets at beginning of year	2021-12-31	$42,861,436
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$124,222
Total interest from all sources	2021-12-31	$29,216
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,575,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,575,208
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$3,643,033
Participant contributions at end of year	2021-12-31	$587,744
Participant contributions at beginning of year	2021-12-31	$674,143
Participant contributions at end of year	2021-12-31	$14,042
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$159,185
Other income not declared elsewhere	2021-12-31	$103,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$5,053,252
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$47,914,688
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$42,861,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$84,777
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$47,178,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$34,693,607
Interest on participant loans	2021-12-31	$29,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$7,380,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,332,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$671,057
Employer contributions (assets) at end of year	2021-12-31	$134,209
Employer contributions (assets) at beginning of year	2021-12-31	$112,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,301,052
Contract administrator fees	2021-12-31	$39,445
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	SWEENEY CONRAD
Accountancy firm EIN	2021-12-31	911301672
2020 : O'BRIEN AUTO GROUP 401(K) 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	$0
Total income from all sources (including contributions)	2020-12-31	$10,437,965
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,752,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,620,362
Expenses. Certain deemed distributions of participant loans	2020-12-31	$31,476
Value of total corrective distributions	2020-12-31	$227
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,569,252
Value of total assets at end of year	2020-12-31	$42,861,436
Value of total assets at beginning of year	2020-12-31	$35,175,599
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$100,063
Total interest from all sources	2020-12-31	$156,078
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,115,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,115,793
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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	$2,885,104
Participant contributions at end of year	2020-12-31	$674,143
Participant contributions at beginning of year	2020-12-31	$666,079
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$104,515
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$0
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	$7,685,837
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$42,861,436
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$35,175,599
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
Investment advisory and management fees	2020-12-31	$66,061
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$34,693,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$28,578,423
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$37,609
Interest earned on other investments	2020-12-31	$118,469
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$7,380,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$5,800,785
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$5,596,842
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$0
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
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$579,633
Employer contributions (assets) at end of year	2020-12-31	$112,917
Employer contributions (assets) at beginning of year	2020-12-31	$130,312
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,620,362
Contract administrator fees	2020-12-31	$34,002
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	SWEENEY CONRAD
Accountancy firm EIN	2020-12-31	911301672
2019 : O'BRIEN AUTO GROUP 401(K) 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	$10,797,673
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$4,253,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,095,346
Expenses. Certain deemed distributions of participant loans	2019-12-31	$34,692
Value of total corrective distributions	2019-12-31	$1,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,080,809
Value of total assets at end of year	2019-12-31	$35,175,599
Value of total assets at beginning of year	2019-12-31	$28,631,472
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$121,528
Total interest from all sources	2019-12-31	$157,697
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,240,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,240,733
Administrative expenses professional fees incurred	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	$2,907,687
Participant contributions at end of year	2019-12-31	$666,079
Participant contributions at beginning of year	2019-12-31	$609,860
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$599,973
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$250
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	$6,544,127
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$35,175,599
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$28,631,472
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
Investment advisory and management fees	2019-12-31	$82,261
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$28,578,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$22,318,153
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$37,859
Interest earned on other investments	2019-12-31	$119,838
Value of interest in common/collective trusts at end of year	2019-12-31	$0
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$5,800,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$5,588,640
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,318,434
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$0
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
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$573,149
Employer contributions (assets) at end of year	2019-12-31	$130,312
Employer contributions (assets) at beginning of year	2019-12-31	$114,819
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,095,346
Contract administrator fees	2019-12-31	$39,017
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	SWEENEY CONRAD
Accountancy firm EIN	2019-12-31	911301672
2018 : O'BRIEN AUTO GROUP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$2,811,292
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	$4,456,284
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,351,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,226,703
Expenses. Certain deemed distributions of participant loans	2018-12-31	$20,016
Value of total corrective distributions	2018-12-31	$215
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$6,060,768
Value of total assets at end of year	2018-12-31	$28,631,472
Value of total assets at beginning of year	2018-12-31	$22,715,214
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$104,384
Total interest from all sources	2018-12-31	$128,516
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,885,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,885,147
Administrative expenses professional fees incurred	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
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	$2,569,524
Participant contributions at end of year	2018-12-31	$609,860
Participant contributions at beginning of year	2018-12-31	$530,446
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$2,964,851
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$250
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	$3,104,966
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$28,631,472
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$22,715,214
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
Investment advisory and management fees	2018-12-31	$68,115
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$22,318,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$18,717,467
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$30,232
Interest earned on other investments	2018-12-31	$98,284
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$5,588,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,378,216
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,618,147
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$0
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	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$526,393
Employer contributions (assets) at end of year	2018-12-31	$114,819
Employer contributions (assets) at beginning of year	2018-12-31	$89,085
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,226,703
Contract administrator fees	2018-12-31	$36,019
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	SWEENEY CONRAD
Accountancy firm EIN	2018-12-31	911301672
2017 : O'BRIEN AUTO GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$6,098,077
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$840,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$749,439
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$10,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,769,856
Value of total assets at end of year	2017-12-31	$22,715,214
Value of total assets at beginning of year	2017-12-31	$17,457,195
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$80,548
Total interest from all sources	2017-12-31	$86,388
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,078,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,078,363
Administrative expenses professional fees incurred	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
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	$1,899,659
Participant contributions at end of year	2017-12-31	$530,446
Participant contributions at beginning of year	2017-12-31	$473,494
Participant contributions at beginning of year	2017-12-31	$13,767
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$478,788
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$125
Total non interest bearing cash at beginning of year	2017-12-31	$3,724
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	$5,258,019
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$22,715,214
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$17,457,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$50,189
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$18,717,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$14,116,214
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$23,191
Interest earned on other investments	2017-12-31	$63,197
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,378,216
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,783,882
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,163,470
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Net investment gain or loss from common/collective trusts	2017-12-31	$0
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
Assets. Invements in employer securities at end of year	2017-12-31	$0
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$391,409
Employer contributions (assets) at end of year	2017-12-31	$89,085
Employer contributions (assets) at beginning of year	2017-12-31	$66,114
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$749,439
Contract administrator fees	2017-12-31	$30,234
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	SWEENEY CONRAD
Accountancy firm EIN	2017-12-31	911301672
2016 : O'BRIEN AUTO GROUP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$3,146,866
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,106,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,027,854
Expenses. Certain deemed distributions of participant loans	2016-12-31	$3,130
Value of total corrective distributions	2016-12-31	$6,810
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,964,219
Value of total assets at end of year	2016-12-31	$17,457,195
Value of total assets at beginning of year	2016-12-31	$15,417,064
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$68,941
Total interest from all sources	2016-12-31	$72,501
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$521,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$521,594
Administrative expenses professional fees incurred	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
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	$1,562,145
Participant contributions at end of year	2016-12-31	$473,494
Participant contributions at beginning of year	2016-12-31	$503,177
Participant contributions at end of year	2016-12-31	$13,767
Participant contributions at beginning of year	2016-12-31	$13,846
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$98,818
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$3,724
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	$2,040,131
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$17,457,195
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$15,417,064
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
Investment advisory and management fees	2016-12-31	$40,265
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$14,116,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$12,556,641
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$20,019
Interest earned on other investments	2016-12-31	$52,482
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$2,783,882
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,288,682
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$588,552
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$0
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	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$303,256
Employer contributions (assets) at end of year	2016-12-31	$66,114
Employer contributions (assets) at beginning of year	2016-12-31	$54,718
Income. Dividends from common stock	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,027,854
Contract administrator fees	2016-12-31	$28,676
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	SWEENEY CONRAD,P.S.
Accountancy firm EIN	2016-12-31	911301672
2015 : O'BRIEN AUTO GROUP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$956,875
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,438,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,405,340
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,711,610
Value of total assets at end of year	2015-12-31	$15,417,064
Value of total assets at beginning of year	2015-12-31	$15,898,472
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$32,943
Total interest from all sources	2015-12-31	$46,148
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$495,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$495,719
Administrative expenses professional fees incurred	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,326,349
Participant contributions at end of year	2015-12-31	$503,177
Participant contributions at beginning of year	2015-12-31	$419,991
Participant contributions at end of year	2015-12-31	$13,846
Participant contributions at beginning of year	2015-12-31	$8,425
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$149,218
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$-98,070
Administrative expenses (other) incurred	2015-12-31	$125
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	$-481,408
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$15,417,064
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$15,898,472
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
Investment advisory and management fees	2015-12-31	$6,430
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$12,556,641
Interest on participant loans	2015-12-31	$20,336
Interest earned on other investments	2015-12-31	$25,812
Value of interest in common/collective trusts at beginning of year	2015-12-31	$15,417,214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,288,682
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-566,805
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$-631,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
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
Assets. Invements in employer securities at end of year	2015-12-31	$0
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$236,043
Employer contributions (assets) at end of year	2015-12-31	$54,718
Employer contributions (assets) at beginning of year	2015-12-31	$52,842
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,405,340
Contract administrator fees	2015-12-31	$26,388
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
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	SWEENEY CONRAD,P.S
Accountancy firm EIN	2015-12-31	911301672

Form 5500 Responses for O'BRIEN AUTO GROUP 401(K) PLAN

2022: O'BRIEN AUTO GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: O'BRIEN AUTO GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: O'BRIEN AUTO GROUP 401(K) 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 – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: O'BRIEN AUTO GROUP 401(K) 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: O'BRIEN AUTO GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: O'BRIEN AUTO GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: O'BRIEN AUTO GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: O'BRIEN AUTO GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61936

Policy instance

Insurance contract or identification number	MR 61936
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-20
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61936

Policy instance

Insurance contract or identification number	MR 61936
Number of Individuals Covered	1125
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?	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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61936

Policy instance

Insurance contract or identification number	MR 61936
Number of Individuals Covered	1144
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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?	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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61936

Policy instance

Insurance contract or identification number	MR 61936
Number of Individuals Covered	1088
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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?	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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 61936

Policy instance

Insurance contract or identification number	MR 61936
Number of Individuals Covered	599
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
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

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Company Name:	HO, INC. DBA LEXUS OF BELLEVUE
Employer identification number (EIN):	911438162
NAIC Classification:	441110
NAIC Description:	New Car Dealers

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1989-01-23
Company Identification Number:	601124837
Legal Registered Office Address:	101 116TH AVE SE BELLEVUE United States of America (USA) 980040000