401k Plan data: MARCOTTE FORD 401(K) RETIREMENT PLAN plan

MARCOTTE FORD 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	MARCOTTE FORD 401(K) RETIREMENT PLAN
Plan identification number	001

MARCOTTE FORD 401(K) RETIREMENT 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.
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

MARCOTTE FORD SALES, INC. has sponsored the creation of one or more 401k plans.

Company Name: MARCOTTE FORD SALES, INC.

Employer identification number (EIN): 042425030

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARCOTTE FORD 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 DIANE KACHINSKI 2023-09-29
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 DIANE KACHINSKI
001 2017-01-01 DIANE KACHINSKI
001 2016-01-01 DIANE KACHINSKI
001 2015-01-01 DIANE KACHINSKI
001 2014-01-01 DIANE KACHINSKI
001 2013-01-01 DIANE KACHINSKI
001 2012-01-01 DIANE KACHINSKI DIANE KACHINSKI 2013-07-17
001 2011-01-01 DIANE KACHINSKI
001 2010-01-01 DIANE KACHINSKI
001 2009-01-01 DIANE KACHINSKI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	DIANE KACHINSKI	2023-09-29
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	DIANE KACHINSKI
001	2017-01-01	DIANE KACHINSKI
001	2016-01-01	DIANE KACHINSKI
001	2015-01-01	DIANE KACHINSKI
001	2014-01-01	DIANE KACHINSKI
001	2013-01-01	DIANE KACHINSKI
001	2012-01-01	DIANE KACHINSKI		DIANE KACHINSKI	2013-07-17
001	2011-01-01	DIANE KACHINSKI
001	2010-01-01	DIANE KACHINSKI
001	2009-01-01	DIANE KACHINSKI

Plan Statistics for MARCOTTE FORD 401(K) RETIREMENT PLAN

401k plan membership statisitcs for MARCOTTE FORD 401(K) RETIREMENT PLAN

Measure Date Value
2021: MARCOTTE FORD 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 87
Number of retired or separated participants receiving benefits 2021-01-01 10
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 97
Number of participants with account balances 2021-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: MARCOTTE FORD 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 87
Number of retired or separated participants receiving benefits 2020-01-01 12
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 99
Number of participants with account balances 2020-01-01 49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: MARCOTTE FORD 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 86
Number of retired or separated participants receiving benefits 2019-01-01 14
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 100
Number of participants with account balances 2019-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: MARCOTTE FORD 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 91
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 11
Total of all active and inactive participants 2018-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 102
Number of participants with account balances 2018-01-01 64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MARCOTTE FORD 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 88
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 10
Total of all active and inactive participants 2017-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 98
Number of participants with account balances 2017-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: MARCOTTE FORD 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 80
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 11
Total of all active and inactive participants 2016-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 91
Number of participants with account balances 2016-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: MARCOTTE FORD 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 99
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 7
Total of all active and inactive participants 2015-01-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 106
Number of participants with account balances 2015-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: MARCOTTE FORD 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 97
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 102
Total participants 2014-01-01 102
Number of participants with account balances 2014-01-01 54
2013: MARCOTTE FORD 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 92
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 105
Number of other retired or separated participants entitled to future benefits 2013-01-01 6
Total of all active and inactive participants 2013-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 112
Number of participants with account balances 2013-01-01 59
2012: MARCOTTE FORD 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 84
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 8
Total of all active and inactive participants 2012-01-01 92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 92
Number of participants with account balances 2012-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: MARCOTTE FORD 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 78
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 85
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 9
Total of all active and inactive participants 2011-01-01 94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 94
Number of participants with account balances 2011-01-01 57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2010: MARCOTTE FORD 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 68
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 10
Total of all active and inactive participants 2010-01-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 78
Number of participants with account balances 2010-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: MARCOTTE FORD 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 70
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 76
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 9
Total of all active and inactive participants 2009-01-01 86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 86
Number of participants with account balances 2009-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: MARCOTTE FORD 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	87
Number of retired or separated participants receiving benefits	2021-01-01	10
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	97
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	97
Number of participants with account balances	2021-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: MARCOTTE FORD 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	87
Number of retired or separated participants receiving benefits	2020-01-01	12
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	99
Number of participants with account balances	2020-01-01	49
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: MARCOTTE FORD 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	86
Number of retired or separated participants receiving benefits	2019-01-01	14
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	100
Number of participants with account balances	2019-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: MARCOTTE FORD 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	91
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	11
Total of all active and inactive participants	2018-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	102
Number of participants with account balances	2018-01-01	64
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MARCOTTE FORD 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	88
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	10
Total of all active and inactive participants	2017-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	98
Number of participants with account balances	2017-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: MARCOTTE FORD 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	80
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	91
Number of participants with account balances	2016-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: MARCOTTE FORD 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	99
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	7
Total of all active and inactive participants	2015-01-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	106
Number of participants with account balances	2015-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: MARCOTTE FORD 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	97
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	102
Total participants	2014-01-01	102
Number of participants with account balances	2014-01-01	54
2013: MARCOTTE FORD 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	92
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	105
Number of other retired or separated participants entitled to future benefits	2013-01-01	6
Total of all active and inactive participants	2013-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	112
Number of participants with account balances	2013-01-01	59
2012: MARCOTTE FORD 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	84
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	8
Total of all active and inactive participants	2012-01-01	92
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	92
Number of participants with account balances	2012-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: MARCOTTE FORD 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	78
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	85
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	9
Total of all active and inactive participants	2011-01-01	94
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	94
Number of participants with account balances	2011-01-01	57
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2010: MARCOTTE FORD 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	68
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	10
Total of all active and inactive participants	2010-01-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	78
Number of participants with account balances	2010-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: MARCOTTE FORD 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	70
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	76
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	9
Total of all active and inactive participants	2009-01-01	86
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	86
Number of participants with account balances	2009-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on MARCOTTE FORD 401(K) RETIREMENT PLAN

Measure	Date	Value
2021 : MARCOTTE FORD 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$1,547,533
Expenses. Total of all expenses incurred	2021-12-31	$566,753
Benefits paid (including direct rollovers)	2021-12-31	$565,953
Total plan assets at end of year	2021-12-31	$8,322,089
Total plan assets at beginning of year	2021-12-31	$7,341,309
Value of fidelity bond covering the plan	2021-12-31	$500,000
Total contributions received or receivable from participants	2021-12-31	$432,402
Other income received	2021-12-31	$928,170
Net income (gross income less expenses)	2021-12-31	$980,780
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$8,322,089
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$7,341,309
Assets. Value of participant loans	2021-12-31	$80,681
Total contributions received or receivable from employer(s)	2021-12-31	$186,961
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
2020 : MARCOTTE FORD 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,487,789
Expenses. Total of all expenses incurred	2020-12-31	$2,063,391
Benefits paid (including direct rollovers)	2020-12-31	$2,046,339
Total plan assets at end of year	2020-12-31	$7,341,309
Total plan assets at beginning of year	2020-12-31	$7,916,911
Value of fidelity bond covering the plan	2020-12-31	$500,000
Total contributions received or receivable from participants	2020-12-31	$344,806
Contributions received from other sources (not participants or employers)	2020-12-31	$23,293
Other income received	2020-12-31	$954,746
Net income (gross income less expenses)	2020-12-31	$-575,602
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$7,341,309
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$7,916,911
Assets. Value of participant loans	2020-12-31	$55,556
Total contributions received or receivable from employer(s)	2020-12-31	$164,944
Value of certain deemed distributions of participant loans	2020-12-31	$16,402
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$650
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : MARCOTTE FORD 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$1,927,706
Expenses. Total of all expenses incurred	2019-12-31	$842,539
Benefits paid (including direct rollovers)	2019-12-31	$811,451
Total plan assets at end of year	2019-12-31	$7,916,911
Total plan assets at beginning of year	2019-12-31	$6,831,744
Value of fidelity bond covering the plan	2019-12-31	$500,000
Total contributions received or receivable from participants	2019-12-31	$326,071
Expenses. Other expenses not covered elsewhere	2019-12-31	$900
Contributions received from other sources (not participants or employers)	2019-12-31	$0
Other income received	2019-12-31	$1,433,273
Net income (gross income less expenses)	2019-12-31	$1,085,167
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$7,916,911
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$6,831,744
Assets. Value of participant loans	2019-12-31	$91,186
Total contributions received or receivable from employer(s)	2019-12-31	$168,362
Value of certain deemed distributions of participant loans	2019-12-31	$28,764
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$1,424
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : MARCOTTE FORD 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$76,724
Expenses. Total of all expenses incurred	2018-12-31	$97,320
Benefits paid (including direct rollovers)	2018-12-31	$78,584
Total plan assets at end of year	2018-12-31	$6,831,744
Total plan assets at beginning of year	2018-12-31	$6,852,340
Value of fidelity bond covering the plan	2018-12-31	$500,000
Total contributions received or receivable from participants	2018-12-31	$309,609
Expenses. Other expenses not covered elsewhere	2018-12-31	$1,464
Contributions received from other sources (not participants or employers)	2018-12-31	$64,299
Other income received	2018-12-31	$-451,789
Net income (gross income less expenses)	2018-12-31	$-20,596
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$6,831,744
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$6,852,340
Assets. Value of participant loans	2018-12-31	$112,838
Total contributions received or receivable from employer(s)	2018-12-31	$154,605
Value of certain deemed distributions of participant loans	2018-12-31	$16,622
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$650
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : MARCOTTE FORD 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,344,200
Expenses. Total of all expenses incurred	2017-12-31	$79,501
Benefits paid (including direct rollovers)	2017-12-31	$77,164
Total plan assets at end of year	2017-12-31	$6,852,340
Total plan assets at beginning of year	2017-12-31	$5,587,641
Value of fidelity bond covering the plan	2017-12-31	$500,000
Total contributions received or receivable from participants	2017-12-31	$259,530
Expenses. Other expenses not covered elsewhere	2017-12-31	$1,387
Other income received	2017-12-31	$959,995
Net income (gross income less expenses)	2017-12-31	$1,264,699
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$6,852,340
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$5,587,641
Assets. Value of participant loans	2017-12-31	$154,037
Total contributions received or receivable from employer(s)	2017-12-31	$124,675
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$950
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : MARCOTTE FORD 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$807,372
Expenses. Total of all expenses incurred	2016-12-31	$107,802
Benefits paid (including direct rollovers)	2016-12-31	$105,654
Total plan assets at end of year	2016-12-31	$5,587,641
Total plan assets at beginning of year	2016-12-31	$4,888,071
Value of fidelity bond covering the plan	2016-12-31	$500,000
Total contributions received or receivable from participants	2016-12-31	$247,961
Expenses. Other expenses not covered elsewhere	2016-12-31	$1,298
Other income received	2016-12-31	$436,267
Net income (gross income less expenses)	2016-12-31	$699,570
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$5,587,641
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$4,888,071
Assets. Value of participant loans	2016-12-31	$142,467
Total contributions received or receivable from employer(s)	2016-12-31	$123,144
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$850
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : MARCOTTE FORD 401(K) RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$315,117
Expenses. Total of all expenses incurred	2015-12-31	$114,817
Benefits paid (including direct rollovers)	2015-12-31	$112,375
Total plan assets at end of year	2015-12-31	$4,888,071
Total plan assets at beginning of year	2015-12-31	$4,687,771
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$249,742
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$0
Other income received	2015-12-31	$-56,464
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$200,300
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$4,888,071
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,687,771
Assets. Value of participant loans	2015-12-31	$90,902
Total contributions received or receivable from employer(s)	2015-12-31	$121,839
Value of certain deemed distributions of participant loans	2015-12-31	$0
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$2,442
2014 : MARCOTTE FORD 401(K) RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$576,930
Expenses. Total of all expenses incurred	2014-12-31	$314,087
Benefits paid (including direct rollovers)	2014-12-31	$312,519
Total plan assets at end of year	2014-12-31	$4,687,771
Total plan assets at beginning of year	2014-12-31	$4,424,928
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$234,730
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$223,888
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$262,843
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,687,771
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$4,424,928
Assets. Value of participant loans	2014-12-31	$98,110
Total contributions received or receivable from employer(s)	2014-12-31	$118,312
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$1,568
2013 : MARCOTTE FORD 401(K) RETIREMENT PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total income from all sources	2013-12-31	$1,052,614
Expenses. Total of all expenses incurred	2013-12-31	$242,648
Benefits paid (including direct rollovers)	2013-12-31	$237,995
Total plan assets at end of year	2013-12-31	$4,424,928
Total plan assets at beginning of year	2013-12-31	$3,614,962
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$252,120
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$678,957
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$809,966
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$4,424,928
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,614,962
Assets. Value of participant loans	2013-12-31	$151,313
Total contributions received or receivable from employer(s)	2013-12-31	$121,537
Value of certain deemed distributions of participant loans	2013-12-31	$3,178
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$1,475
2012 : MARCOTTE FORD 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$758,021
Expenses. Total of all expenses incurred	2012-12-31	$92,322
Benefits paid (including direct rollovers)	2012-12-31	$89,897
Total plan assets at end of year	2012-12-31	$3,614,962
Total plan assets at beginning of year	2012-12-31	$2,949,263
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$250,532
Other income received	2012-12-31	$390,412
Net income (gross income less expenses)	2012-12-31	$665,699
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,614,962
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,949,263
Assets. Value of participant loans	2012-12-31	$147,188
Total contributions received or receivable from employer(s)	2012-12-31	$117,077
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$2,425
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
2011 : MARCOTTE FORD 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$238,921
Expenses. Total of all expenses incurred	2011-12-31	$277,269
Benefits paid (including direct rollovers)	2011-12-31	$275,397
Total plan assets at end of year	2011-12-31	$2,949,263
Total plan assets at beginning of year	2011-12-31	$2,987,611
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$234,169
Other income received	2011-12-31	$-109,331
Net income (gross income less expenses)	2011-12-31	$-38,348
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,949,263
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,987,611
Assets. Value of participant loans	2011-12-31	$150,389
Total contributions received or receivable from employer(s)	2011-12-31	$114,083
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$1,872
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
2010 : MARCOTTE FORD 401(K) RETIREMENT PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$159
Total income from all sources	2010-12-31	$587,194
Expenses. Total of all expenses incurred	2010-12-31	$112,708
Benefits paid (including direct rollovers)	2010-12-31	$104,477
Total plan assets at end of year	2010-12-31	$2,987,611
Total plan assets at beginning of year	2010-12-31	$2,512,966
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$187,025
Contributions received from other sources (not participants or employers)	2010-12-31	$18,216
Other income received	2010-12-31	$381,953
Net income (gross income less expenses)	2010-12-31	$474,486
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,987,611
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,512,966
Assets. Value of participant loans	2010-12-31	$37,189
Value of corrective distributions	2010-12-31	$5,909
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$2,322
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : MARCOTTE FORD 401(K) RETIREMENT 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

Form 5500 Responses for MARCOTTE FORD 401(K) RETIREMENT PLAN

2021: MARCOTTE FORD 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MARCOTTE FORD 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MARCOTTE FORD 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MARCOTTE FORD 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MARCOTTE FORD 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MARCOTTE FORD 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: MARCOTTE FORD 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: MARCOTTE FORD 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: MARCOTTE FORD 401(K) RETIREMENT 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: MARCOTTE FORD 401(K) RETIREMENT 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 funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: MARCOTTE FORD 401(K) RETIREMENT 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
2010: MARCOTTE FORD 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: MARCOTTE FORD 401(K) RETIREMENT 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 funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

814229

Policy instance

Insurance contract or identification number	814229
Number of Individuals Covered	59
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

814229

Policy instance

Insurance contract or identification number	814229
Number of Individuals Covered	61
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $11,014
Total amount of fees paid to insurance company	USD $3,673
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,014
Insurance broker organization code?	4
Amount paid for insurance broker fees	3673
Additional information about fees paid to insurance broker	TPA ALLIANCE PROGRAM

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

Policy contract number

814229

Policy instance

Insurance contract or identification number	814229
Number of Individuals Covered	60
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $14,801
Total amount of fees paid to insurance company	USD $3,630
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,801
Insurance broker organization code?	4
Amount paid for insurance broker fees	3630
Additional information about fees paid to insurance broker	TPA ALLIANCE PROGRAM

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

Policy contract number

814229

Policy instance

Insurance contract or identification number	814229
Number of Individuals Covered	64
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $17,489
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,025
Insurance broker organization code?	4
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	TPA ALLIANCE PROGRAM

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

Policy contract number

814229

Policy instance

Insurance contract or identification number	814229
Number of Individuals Covered	60
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $15,859
Total amount of fees paid to insurance company	USD $326
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,100
Insurance broker organization code?	4
Amount paid for insurance broker fees	326
Additional information about fees paid to insurance broker	TPA ALLIANCE PROGRAM
Insurance broker name	COMPLETE BENEFIT SOLUTIONS LLC

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

Policy contract number

814229

Policy instance

Insurance contract or identification number	814229
Number of Individuals Covered	59
Insurance policy start date	2016-01-01
Insurance policy end date	2016-12-31
Total amount of commissions paid to insurance broker	USD $69,017
Total amount of fees paid to insurance company	USD $381
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $51,635
Insurance broker organization code?	4
Amount paid for insurance broker fees	381
Additional information about fees paid to insurance broker	TPA ALLIANCE PROGRAM
Insurance broker name	COMPLETE BENEFIT SOLUTIONS LLC

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Company Name:	MARCOTTE FORD SALES, INC.
Employer identification number (EIN):	042425030
NAIC Classification:	441110
NAIC Description:	New Car Dealers