TULLEY AUTOMOTIVE GROUP, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TULLEY AUTOMOTIVE GROUP, INC. 401K PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : TULLEY AUTOMOTIVE GROUP, INC. 401K PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $1,582 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $4,607,172 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $801,499 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $741,863 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $2,168,209 |
| Value of total assets at end of year | 2023-12-31 | $16,427,105 |
| Value of total assets at beginning of year | 2023-12-31 | $12,619,850 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $59,636 |
| Total interest from all sources | 2023-12-31 | $16,646 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $1,461,621 |
| Participant contributions at end of year | 2023-12-31 | $184,173 |
| Participant contributions at beginning of year | 2023-12-31 | $125,849 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $443,098 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-12-31 | $40 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $1,582 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $0 |
| Other income not declared elsewhere | 2023-12-31 | $33 |
| Administrative expenses (other) incurred | 2023-12-31 | $9,200 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $3,805,673 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $16,425,523 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $12,619,850 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $16,224,011 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $12,476,685 |
| Interest on participant loans | 2023-12-31 | $9,457 |
| Interest earned on other investments | 2023-12-31 | $7,189 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $18,921 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $17,316 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $2,422,284 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $263,490 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $741,823 |
| Contract administrator fees | 2023-12-31 | $43,736 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | WITHUM SMITH & BROWN, PC |
| Accountancy firm EIN | 2023-12-31 | 222027092 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $1,582 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $4,607,172 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $801,499 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $741,863 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $2,168,209 |
| Value of total assets at end of year | 2023-01-01 | $16,427,105 |
| Value of total assets at beginning of year | 2023-01-01 | $12,619,850 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $59,636 |
| Total interest from all sources | 2023-01-01 | $16,646 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $1,461,621 |
| Participant contributions at end of year | 2023-01-01 | $184,173 |
| Participant contributions at beginning of year | 2023-01-01 | $125,849 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $443,098 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-01-01 | $40 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-01-01 | $1,582 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-01 | $0 |
| Other income not declared elsewhere | 2023-01-01 | $33 |
| Administrative expenses (other) incurred | 2023-01-01 | $9,200 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $3,805,673 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $16,425,523 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $12,619,850 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $16,224,011 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $12,476,685 |
| Interest on participant loans | 2023-01-01 | $9,457 |
| Interest earned on other investments | 2023-01-01 | $7,189 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $18,921 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $17,316 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $2,422,284 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $263,490 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $741,823 |
| Contract administrator fees | 2023-01-01 | $43,736 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | WITHUM SMITH & BROWN, PC |
| Accountancy firm EIN | 2023-01-01 | 222027092 |
| 2022 : TULLEY AUTOMOTIVE GROUP, INC. 401K PROFIT SHARING 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 | $-1,153,418 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $1,110,289 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,067,398 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,447,430 |
| Value of total assets at end of year | 2022-12-31 | $12,619,850 |
| Value of total assets at beginning of year | 2022-12-31 | $14,883,557 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $42,891 |
| Total interest from all sources | 2022-12-31 | $18,955 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| 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 | $1,211,409 |
| Participant contributions at end of year | 2022-12-31 | $125,849 |
| Participant contributions at beginning of year | 2022-12-31 | $79,436 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $20,224 |
| Other income not declared elsewhere | 2022-12-31 | $650 |
| Administrative expenses (other) incurred | 2022-12-31 | $42,891 |
| 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 | $-2,263,707 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $12,619,850 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $14,883,557 |
| 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 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $12,476,685 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $14,777,678 |
| Interest on participant loans | 2022-12-31 | $4,814 |
| Interest earned on other investments | 2022-12-31 | $14,141 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $17,316 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $26,443 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-2,620,453 |
| 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 | $215,797 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,067,398 |
| 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 | WITHUM SMITH & BROWN, PC |
| Accountancy firm EIN | 2022-12-31 | 222027092 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-1,153,418 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $1,110,289 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $1,067,398 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $1,447,430 |
| Value of total assets at end of year | 2022-01-01 | $12,619,850 |
| Value of total assets at beginning of year | 2022-01-01 | $14,883,557 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $42,891 |
| Total interest from all sources | 2022-01-01 | $18,955 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $1,211,409 |
| Participant contributions at end of year | 2022-01-01 | $125,849 |
| Participant contributions at beginning of year | 2022-01-01 | $79,436 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $20,224 |
| Other income not declared elsewhere | 2022-01-01 | $650 |
| Administrative expenses (other) incurred | 2022-01-01 | $42,891 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-2,263,707 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $12,619,850 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $14,883,557 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $12,476,685 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $14,777,678 |
| Interest on participant loans | 2022-01-01 | $4,814 |
| Interest earned on other investments | 2022-01-01 | $14,141 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $17,316 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $26,443 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-2,620,453 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $215,797 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $1,067,398 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | WITHUM SMITH & BROWN, PC |
| Accountancy firm EIN | 2022-01-01 | 222027092 |
| 2021 : TULLEY AUTOMOTIVE GROUP, INC. 401K PROFIT SHARING 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 | $3,181,605 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $940,737 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $897,353 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,296,460 |
| Value of total assets at end of year | 2021-12-31 | $14,883,557 |
| Value of total assets at beginning of year | 2021-12-31 | $12,642,689 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $43,384 |
| Total interest from all sources | 2021-12-31 | $17,826 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| 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 | $1,002,407 |
| Participant contributions at end of year | 2021-12-31 | $79,436 |
| Participant contributions at beginning of year | 2021-12-31 | $119,973 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $108,537 |
| Administrative expenses (other) incurred | 2021-12-31 | $43,384 |
| 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 | $2,240,868 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $14,883,557 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $12,642,689 |
| 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 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $14,777,678 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $12,388,657 |
| Interest on participant loans | 2021-12-31 | $6,142 |
| Interest earned on other investments | 2021-12-31 | $11,684 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $26,443 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $134,059 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $1,867,319 |
| 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 | $185,516 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $897,353 |
| 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 | O'CONNOR & DREW, P.C. |
| Accountancy firm EIN | 2021-12-31 | 043000523 |
| 2020 : TULLEY AUTOMOTIVE GROUP, INC. 401K PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $2,689,526 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $849,499 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $803,815 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,061,687 |
| Value of total assets at end of year | 2020-12-31 | $12,642,689 |
| Value of total assets at beginning of year | 2020-12-31 | $10,802,662 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $45,684 |
| Total interest from all sources | 2020-12-31 | $21,485 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| 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 | $837,373 |
| Participant contributions at end of year | 2020-12-31 | $119,973 |
| Participant contributions at beginning of year | 2020-12-31 | $149,186 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $72,114 |
| Administrative expenses (other) incurred | 2020-12-31 | $45,684 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $1,840,027 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $12,642,689 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,802,662 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $12,388,657 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $10,525,465 |
| Interest on participant loans | 2020-12-31 | $8,717 |
| Interest earned on other investments | 2020-12-31 | $12,768 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $134,059 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $128,011 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $1,606,354 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $152,200 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $803,815 |
| 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 | O'CONNOR & DREW, P.C. |
| Accountancy firm EIN | 2020-12-31 | 043000523 |
| 2019 : TULLEY AUTOMOTIVE GROUP, INC. 401K PROFIT SHARING 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 | $1,798 |
| Total income from all sources (including contributions) | 2019-12-31 | $2,842,924 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $446,991 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $410,349 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $877,213 |
| Value of total assets at end of year | 2019-12-31 | $10,802,662 |
| Value of total assets at beginning of year | 2019-12-31 | $8,408,527 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $36,642 |
| Total interest from all sources | 2019-12-31 | $18,344 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| 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 | $729,046 |
| Participant contributions at end of year | 2019-12-31 | $149,186 |
| Participant contributions at beginning of year | 2019-12-31 | $111,792 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $15,036 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $1,798 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $2,395,933 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $10,802,662 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,406,729 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $10,525,465 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $8,176,334 |
| Interest on participant loans | 2019-12-31 | $10,145 |
| Interest earned on other investments | 2019-12-31 | $8,199 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $128,011 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $120,401 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $1,947,367 |
| 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 |
| Contributions received in cash from employer | 2019-12-31 | $133,131 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $410,349 |
| Contract administrator fees | 2019-12-31 | $36,642 |
| 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 | O'CONNOR & DREW, P.C. |
| Accountancy firm EIN | 2019-12-31 | 043000523 |
| 2018 : TULLEY AUTOMOTIVE GROUP, INC. 401K PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $1,798 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $20,930 |
| Total income from all sources (including contributions) | 2018-12-31 | $460,913 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $302,879 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $256,168 |
| Value of total corrective distributions | 2018-12-31 | $1,798 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,061,677 |
| Value of total assets at end of year | 2018-12-31 | $8,408,527 |
| Value of total assets at beginning of year | 2018-12-31 | $8,269,625 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $44,913 |
| Total interest from all sources | 2018-12-31 | $28,688 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $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 | $649,673 |
| Participant contributions at end of year | 2018-12-31 | $111,792 |
| Participant contributions at beginning of year | 2018-12-31 | $68,042 |
| Participant contributions at end of year | 2018-12-31 | $0 |
| Participant contributions at beginning of year | 2018-12-31 | $7,056 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $296,601 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $1,798 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $20,930 |
| 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 | $158,034 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $8,406,729 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $8,248,695 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $8,176,334 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $8,056,298 |
| Interest on participant loans | 2018-12-31 | $4,305 |
| Interest earned on other investments | 2018-12-31 | $24,383 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $120,401 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $136,854 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-629,452 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $115,403 |
| Employer contributions (assets) at end of year | 2018-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $1,375 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $256,168 |
| Contract administrator fees | 2018-12-31 | $44,913 |
| 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 | O'CONNOR & DREW, P.C. |
| Accountancy firm EIN | 2018-12-31 | 043000523 |
| 2017 : TULLEY AUTOMOTIVE GROUP, INC. 401K PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $20,930 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $8,032 |
| Total income from all sources (including contributions) | 2017-12-31 | $1,997,972 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $1,655,681 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,578,226 |
| Value of total corrective distributions | 2017-12-31 | $20,930 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $682,678 |
| Value of total assets at end of year | 2017-12-31 | $8,269,625 |
| Value of total assets at beginning of year | 2017-12-31 | $7,914,436 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $56,525 |
| Total interest from all sources | 2017-12-31 | $3,747 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $212,183 |
| 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 | $212,183 |
| 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 | Yes |
| 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 | $548,684 |
| Participant contributions at end of year | 2017-12-31 | $68,042 |
| Participant contributions at beginning of year | 2017-12-31 | $84,901 |
| Participant contributions at end of year | 2017-12-31 | $7,056 |
| Participant contributions at beginning of year | 2017-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $27,635 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $20,930 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $8,032 |
| 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 | $342,291 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $8,248,695 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $7,906,404 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $7,829,535 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $8,056,298 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $0 |
| Interest on participant loans | 2017-12-31 | $3,557 |
| Interest earned on other investments | 2017-12-31 | $190 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $136,854 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,099,364 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $106,359 |
| Employer contributions (assets) at end of year | 2017-12-31 | $1,375 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,578,226 |
| Contract administrator fees | 2017-12-31 | $56,525 |
| 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 | 2017-12-31 | Yes |
| 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 | O'CONNOR & DREW, P.C. |
| Accountancy firm EIN | 2017-12-31 | 043000523 |
| 2016 : TULLEY AUTOMOTIVE GROUP, INC. 401K PROFIT SHARING 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 | $8,032 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $2,739 |
| Total income from all sources (including contributions) | 2016-12-31 | $1,246,105 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $237,729 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $207,222 |
| Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $5,212 |
| Value of total corrective distributions | 2016-12-31 | $8,032 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $654,882 |
| Value of total assets at end of year | 2016-12-31 | $7,914,436 |
| Value of total assets at beginning of year | 2016-12-31 | $6,900,767 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $17,263 |
| Total interest from all sources | 2016-12-31 | $4,217 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Administrative expenses professional fees incurred | 2016-12-31 | $17,223 |
| 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 | $491,334 |
| Participant contributions at end of year | 2016-12-31 | $84,901 |
| Participant contributions at beginning of year | 2016-12-31 | $90,395 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $64,254 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $8,032 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $2,739 |
| 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 | $1,008,376 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $7,906,404 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,898,028 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $7,829,535 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $6,810,372 |
| Interest on participant loans | 2016-12-31 | $4,217 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $587,006 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $99,294 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $207,222 |
| Contract administrator fees | 2016-12-31 | $40 |
| 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 | O'CONNOR & DREW, P.C. |
| Accountancy firm EIN | 2016-12-31 | 043000523 |
| 2015 : TULLEY AUTOMOTIVE GROUP, INC. 401K PROFIT SHARING 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 | $2,739 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $8,218 |
| Total income from all sources (including contributions) | 2015-12-31 | $403,377 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $271,771 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $255,464 |
| Value of total corrective distributions | 2015-12-31 | $2,739 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $621,045 |
| Value of total assets at end of year | 2015-12-31 | $6,900,767 |
| Value of total assets at beginning of year | 2015-12-31 | $6,774,640 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $13,568 |
| Total interest from all sources | 2015-12-31 | $3,774 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Administrative expenses professional fees incurred | 2015-12-31 | $13,509 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $396,092 |
| Participant contributions at end of year | 2015-12-31 | $90,395 |
| Participant contributions at beginning of year | 2015-12-31 | $89,762 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $132,677 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $2,739 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $8,218 |
| 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 | $131,606 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,898,028 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,766,422 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $6,810,372 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $6,684,878 |
| Interest on participant loans | 2015-12-31 | $3,774 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-221,442 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $92,276 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $255,464 |
| Contract administrator fees | 2015-12-31 | $59 |
| 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 | O'CONNOR & DREW, P.C. |
| Accountancy firm EIN | 2015-12-31 | 043000523 |
| 2014 : TULLEY AUTOMOTIVE GROUP, INC. 401K PROFIT SHARING 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 | $8,218 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $6,574 |
| Total income from all sources (including contributions) | 2014-12-31 | $695,408 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $372,403 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $322,587 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $40,201 |
| Value of total corrective distributions | 2014-12-31 | $8,218 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $432,214 |
| Value of total assets at end of year | 2014-12-31 | $6,774,640 |
| Value of total assets at beginning of year | 2014-12-31 | $6,449,991 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,397 |
| Total interest from all sources | 2014-12-31 | $5,237 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| 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 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $345,873 |
| Participant contributions at end of year | 2014-12-31 | $89,762 |
| Participant contributions at beginning of year | 2014-12-31 | $144,342 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $6,277 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $8,218 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $6,574 |
| 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 | $323,005 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $6,766,422 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $6,443,417 |
| 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 |
| Investment advisory and management fees | 2014-12-31 | $1,397 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $6,684,878 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $6,305,649 |
| Interest on participant loans | 2014-12-31 | $5,237 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $257,957 |
| 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 | $80,064 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $322,587 |
| 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 | O'CONNOR & DREW, P.C. |
| Accountancy firm EIN | 2014-12-31 | 043000523 |
| 2013 : TULLEY AUTOMOTIVE GROUP, INC. 401K PROFIT SHARING 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 | $6,574 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $28,324 |
| Total income from all sources (including contributions) | 2013-12-31 | $1,450,250 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $210,467 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $161,238 |
| Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $39,754 |
| Value of total corrective distributions | 2013-12-31 | $6,574 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $454,786 |
| Value of total assets at end of year | 2013-12-31 | $6,449,991 |
| Value of total assets at beginning of year | 2013-12-31 | $5,231,958 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,901 |
| Total interest from all sources | 2013-12-31 | $8,589 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| 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 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $358,431 |
| Participant contributions at end of year | 2013-12-31 | $144,342 |
| Participant contributions at beginning of year | 2013-12-31 | $110,017 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $20,467 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $6,574 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $28,324 |
| 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 | $1,239,783 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $6,443,417 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,203,634 |
| 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 |
| Investment advisory and management fees | 2013-12-31 | $2,901 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $6,305,649 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,121,941 |
| Interest on participant loans | 2013-12-31 | $8,589 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $986,875 |
| 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 | $75,888 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $161,238 |
| 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 | O'CONNOR & DREW, P.C. |
| Accountancy firm EIN | 2013-12-31 | 043000523 |
| 2012 : TULLEY AUTOMOTIVE GROUP, INC. 401K PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $28,324 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $16,201 |
| Total income from all sources (including contributions) | 2012-12-31 | $1,070,940 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $171,000 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $136,399 |
| Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $2,969 |
| Value of total corrective distributions | 2012-12-31 | $28,324 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $461,188 |
| Value of total assets at end of year | 2012-12-31 | $5,231,958 |
| Value of total assets at beginning of year | 2012-12-31 | $4,319,895 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,308 |
| Total interest from all sources | 2012-12-31 | $5,280 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| 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 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $388,081 |
| Participant contributions at end of year | 2012-12-31 | $110,017 |
| Participant contributions at beginning of year | 2012-12-31 | $104,621 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $28,324 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $16,201 |
| 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 | $899,940 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $5,203,634 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,303,694 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $5,121,941 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,215,274 |
| Interest on participant loans | 2012-12-31 | $5,280 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $604,472 |
| 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 | $73,107 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $136,399 |
| Contract administrator fees | 2012-12-31 | $3,308 |
| 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 | O'CONNOR & DREW, P.C. |
| Accountancy firm EIN | 2012-12-31 | 043000523 |
| 2011 : TULLEY AUTOMOTIVE GROUP, INC. 401K PROFIT SHARING 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 | $16,201 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $201,975 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $321,545 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $272,609 |
| Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $12,307 |
| Value of total corrective distributions | 2011-12-31 | $34,179 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $389,644 |
| Value of total assets at end of year | 2011-12-31 | $4,319,895 |
| Value of total assets at beginning of year | 2011-12-31 | $4,423,264 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,450 |
| Total interest from all sources | 2011-12-31 | $4,557 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| 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 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $281,134 |
| Participant contributions at end of year | 2011-12-31 | $104,621 |
| Participant contributions at beginning of year | 2011-12-31 | $111,400 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $59,050 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $16,201 |
| Administrative expenses (other) incurred | 2011-12-31 | $2,450 |
| 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 | $-119,570 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,303,694 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,423,264 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,215,274 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,311,864 |
| Interest on participant loans | 2011-12-31 | $4,557 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-192,226 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $49,460 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $272,609 |
| 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 | O'CONNOR & DREW, P.C. |
| Accountancy firm EIN | 2011-12-31 | 043000523 |
| 2010 : TULLEY AUTOMOTIVE GROUP, INC. 401K PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total income from all sources (including contributions) | 2010-12-31 | $879,323 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $499,071 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $495,583 |
| Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $2,410 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $323,613 |
| Value of total assets at end of year | 2010-12-31 | $4,423,264 |
| Value of total assets at beginning of year | 2010-12-31 | $4,043,012 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,078 |
| Total interest from all sources | 2010-12-31 | $4,779 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 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 | $269,044 |
| Participant contributions at end of year | 2010-12-31 | $111,400 |
| Participant contributions at beginning of year | 2010-12-31 | $75,426 |
| Participant contributions at end of year | 2010-12-31 | $0 |
| Participant contributions at beginning of year | 2010-12-31 | $5,862 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $5,962 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $1,011 |
| 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 | $380,252 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,423,264 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,043,012 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $4,311,864 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,959,465 |
| Interest on participant loans | 2010-12-31 | $4,779 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $550,931 |
| 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 | $48,607 |
| Employer contributions (assets) at end of year | 2010-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $1,248 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $495,583 |
| Contract administrator fees | 2010-12-31 | $1,078 |
| 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 | O'CONNOR & DREW, P.C. |
| Accountancy firm EIN | 2010-12-31 | 043000523 |
| 2009 : TULLEY AUTOMOTIVE GROUP, INC. 401K PROFIT SHARING 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 |
