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

O'BRIEN AUTO GROUP has sponsored the creation of one or more 401k plans.

Company Name: O'BRIEN AUTO GROUP

Employer identification number (EIN): 911688072

NAIC Classification: 441110
NAIC Description: New Car Dealers

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 2014-01-01 ALAN B SVEDLOW
001 2013-01-01 ALAN B. SVEDLOW
001 2012-01-01 ALAN B. SVEDLOW
001 2011-01-01 ALAN B. SVEDLOW
001 2009-01-01 ALAN B. SVEDLOW

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	ALAN B SVEDLOW
001	2013-01-01	ALAN B. SVEDLOW
001	2012-01-01	ALAN B. SVEDLOW
001	2011-01-01	ALAN B. SVEDLOW
001	2009-01-01	ALAN B. SVEDLOW

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
2014: O'BRIEN AUTO GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 588
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 450
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 145
Total of all active and inactive participants 2014-01-01 595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 595
Number of participants with account balances 2014-01-01 451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 54
2013: O'BRIEN AUTO GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 593
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 438
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 116
Total of all active and inactive participants 2013-01-01 554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 555
Number of participants with account balances 2013-01-01 409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 37
2012: O'BRIEN AUTO GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 454
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 463
Number of retired or separated participants receiving benefits 2012-01-01 6
Number of other retired or separated participants entitled to future benefits 2012-01-01 83
Total of all active and inactive participants 2012-01-01 552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 552
Number of participants with account balances 2012-01-01 372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 34
2011: O'BRIEN AUTO GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 439
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 382
Number of retired or separated participants receiving benefits 2011-01-01 11
Number of other retired or separated participants entitled to future benefits 2011-01-01 36
Total of all active and inactive participants 2011-01-01 429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 429
Number of participants with account balances 2011-01-01 266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 24
2009: O'BRIEN AUTO GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 393
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 399
Number of retired or separated participants receiving benefits 2009-01-01 4
Number of other retired or separated participants entitled to future benefits 2009-01-01 17
Total of all active and inactive participants 2009-01-01 420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 420
Number of participants with account balances 2009-01-01 199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 8

Measure	Date	Value
2014: O'BRIEN AUTO GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	588
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	450
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	145
Total of all active and inactive participants	2014-01-01	595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	595
Number of participants with account balances	2014-01-01	451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	54
2013: O'BRIEN AUTO GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	593
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	438
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	116
Total of all active and inactive participants	2013-01-01	554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	555
Number of participants with account balances	2013-01-01	409
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	37
2012: O'BRIEN AUTO GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	454
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	463
Number of retired or separated participants receiving benefits	2012-01-01	6
Number of other retired or separated participants entitled to future benefits	2012-01-01	83
Total of all active and inactive participants	2012-01-01	552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	552
Number of participants with account balances	2012-01-01	372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	34
2011: O'BRIEN AUTO GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	439
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	382
Number of retired or separated participants receiving benefits	2011-01-01	11
Number of other retired or separated participants entitled to future benefits	2011-01-01	36
Total of all active and inactive participants	2011-01-01	429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	429
Number of participants with account balances	2011-01-01	266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	24
2009: O'BRIEN AUTO GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	393
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	399
Number of retired or separated participants receiving benefits	2009-01-01	4
Number of other retired or separated participants entitled to future benefits	2009-01-01	17
Total of all active and inactive participants	2009-01-01	420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	420
Number of participants with account balances	2009-01-01	199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	8

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

Measure	Date	Value
2014 : O'BRIEN AUTO GROUP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,120,976
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,445,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,418,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,404,507
Value of total assets at end of year	2014-12-31	$15,898,472
Value of total assets at beginning of year	2014-12-31	$15,222,754
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$26,505
Total interest from all sources	2014-12-31	$18,658
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,171,980
Participant contributions at end of year	2014-12-31	$419,991
Participant contributions at beginning of year	2014-12-31	$476,016
Participant contributions at end of year	2014-12-31	$8,425
Participant contributions at beginning of year	2014-12-31	$5,916
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$4,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$675,718
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$15,898,472
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$15,222,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Interest on participant loans	2014-12-31	$18,487
Value of interest in common/collective trusts at end of year	2014-12-31	$15,417,214
Value of interest in common/collective trusts at beginning of year	2014-12-31	$14,687,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Net investment gain or loss from common/collective trusts	2014-12-31	$697,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$228,118
Employer contributions (assets) at end of year	2014-12-31	$52,842
Employer contributions (assets) at beginning of year	2014-12-31	$53,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,418,753
Contract administrator fees	2014-12-31	$26,505
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	ARONSON LLC
Accountancy firm EIN	2014-12-31	371611326
2013 : O'BRIEN AUTO GROUP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,152,822
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$906,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$881,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,427,413
Value of total assets at end of year	2013-12-31	$15,222,754
Value of total assets at beginning of year	2013-12-31	$12,976,698
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$25,225
Total interest from all sources	2013-12-31	$17,154
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,057,042
Participant contributions at end of year	2013-12-31	$476,016
Participant contributions at beginning of year	2013-12-31	$283,906
Participant contributions at end of year	2013-12-31	$5,916
Participant contributions at beginning of year	2013-12-31	$15,616
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$181,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,246,056
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$15,222,754
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,976,698
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Interest on participant loans	2013-12-31	$15,712
Interest earned on other investments	2013-12-31	$1,435
Value of interest in common/collective trusts at end of year	2013-12-31	$14,687,500
Value of interest in common/collective trusts at beginning of year	2013-12-31	$12,511,324
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$120,618
Net investment gain or loss from common/collective trusts	2013-12-31	$1,708,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$189,350
Employer contributions (assets) at end of year	2013-12-31	$53,322
Employer contributions (assets) at beginning of year	2013-12-31	$45,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$881,541
Contract administrator fees	2013-12-31	$25,225
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	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ARONSON LLC
Accountancy firm EIN	2013-12-31	371611326
2012 : O'BRIEN AUTO GROUP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$3,097,452
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$9,077
Total income from all sources (including contributions)	2012-12-31	$1,941,759
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$374,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$352,150
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,053,143
Value of total assets at end of year	2012-12-31	$12,976,698
Value of total assets at beginning of year	2012-12-31	$8,321,257
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$22,543
Total interest from all sources	2012-12-31	$12,968
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$869,812
Participant contributions at end of year	2012-12-31	$283,906
Participant contributions at beginning of year	2012-12-31	$257,018
Participant contributions at end of year	2012-12-31	$15,616
Participant contributions at beginning of year	2012-12-31	$1,859
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$4,158
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,567,066
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,976,698
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$8,312,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Interest on participant loans	2012-12-31	$11,160
Interest earned on other investments	2012-12-31	$715
Value of interest in common/collective trusts at end of year	2012-12-31	$12,511,324
Value of interest in common/collective trusts at beginning of year	2012-12-31	$8,025,793
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$1,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$120,618
Net investment gain or loss from common/collective trusts	2012-12-31	$875,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$179,173
Employer contributions (assets) at end of year	2012-12-31	$45,234
Employer contributions (assets) at beginning of year	2012-12-31	$36,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$352,150
Contract administrator fees	2012-12-31	$22,543
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	2012-12-31	No
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$9,077
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	ARONSON LLC
Accountancy firm EIN	2012-12-31	371611326
2011 : O'BRIEN AUTO GROUP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$9,077
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$9,894
Total income from all sources (including contributions)	2011-12-31	$1,076,682
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,175,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,139,720
Value of total corrective distributions	2011-12-31	$9,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,002,933
Value of total assets at end of year	2011-12-31	$8,321,257
Value of total assets at beginning of year	2011-12-31	$8,420,711
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$26,522
Total interest from all sources	2011-12-31	$14,277
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$830,750
Participant contributions at end of year	2011-12-31	$257,018
Participant contributions at beginning of year	2011-12-31	$273,674
Participant contributions at end of year	2011-12-31	$1,859
Participant contributions at beginning of year	2011-12-31	$4,378
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$6,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-98,637
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$8,312,180
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,410,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Interest on participant loans	2011-12-31	$13,979
Value of interest in common/collective trusts at end of year	2011-12-31	$8,025,793
Value of interest in common/collective trusts at beginning of year	2011-12-31	$8,105,852
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$298
Net investment gain or loss from common/collective trusts	2011-12-31	$59,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$165,355
Employer contributions (assets) at end of year	2011-12-31	$36,587
Employer contributions (assets) at beginning of year	2011-12-31	$36,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,139,720
Contract administrator fees	2011-12-31	$26,522
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	2011-12-31	No
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$9,077
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$9,894
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ARONSON LLC
Accountancy firm EIN	2011-12-31	371611326
2010 : O'BRIEN AUTO GROUP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$9,894
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,043,904
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$434,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$401,542
Value of total corrective distributions	2010-12-31	$9,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,109,275
Value of total assets at end of year	2010-12-31	$8,420,711
Value of total assets at beginning of year	2010-12-31	$6,801,888
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$23,539
Total interest from all sources	2010-12-31	$16,994
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$793,279
Participant contributions at beginning of year	2010-12-31	$258,156
Participant contributions at end of year	2010-12-31	$4,378
Participant contributions at beginning of year	2010-12-31	$6,259
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$152,943
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$273,674
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,608,929
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,410,817
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,801,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$156,039
Interest on participant loans	2010-12-31	$13,995
Interest earned on other investments	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$8,105,852
Value of interest in common/collective trusts at beginning of year	2010-12-31	$6,345,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$3,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$3,288
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$2,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$6,748
Net investment gain or loss from common/collective trusts	2010-12-31	$910,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$163,053
Employer contributions (assets) at end of year	2010-12-31	$36,807
Employer contributions (assets) at beginning of year	2010-12-31	$32,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$401,542
Contract administrator fees	2010-12-31	$23,539
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	2010-12-31	No
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$9,894
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	ARONSON LLC
Accountancy firm EIN	2010-12-31	371611326
2009 : O'BRIEN AUTO GROUP 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

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

2014: O'BRIEN AUTO GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: O'BRIEN AUTO GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: O'BRIEN AUTO GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: O'BRIEN AUTO GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: O'BRIEN AUTO GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	O'BRIEN AUTO GROUP
Employer identification number (EIN):	911688072
NAIC Classification:	441110
NAIC Description:	New Car Dealers