401k Plan data: AUTO INVESTMENT, INC. 401(K) PLAN plan

AUTO INVESTMENT, INC. 401(K) PLAN 401k Plan overview

Plan Name	AUTO INVESTMENT, INC. 401(K) PLAN
Plan identification number	004

AUTO INVESTMENT, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AUTO INVESTMENT INC. has sponsored the creation of one or more 401k plans.

Company Name: AUTO INVESTMENT INC.

Employer identification number (EIN): 133446196

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AUTO INVESTMENT, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2019-01-01
004 2018-01-01
004 2017-01-01 LEE LICHTENSTEIN
004 2016-01-01 LEE LICHTENSTEIN

Plan Statistics for AUTO INVESTMENT, INC. 401(K) PLAN

401k plan membership statisitcs for AUTO INVESTMENT, INC. 401(K) PLAN

Measure Date Value
2022: AUTO INVESTMENT, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 636
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 374
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 292
Total of all active and inactive participants 2022-01-01 666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 667
Number of participants with account balances 2022-01-01 644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 31
2021: AUTO INVESTMENT, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 551
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 338
Number of retired or separated participants receiving benefits 2021-01-01 29
Number of other retired or separated participants entitled to future benefits 2021-01-01 244
Total of all active and inactive participants 2021-01-01 611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 612
Number of participants with account balances 2021-01-01 588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 10
2020: AUTO INVESTMENT, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 420
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 319
Number of retired or separated participants receiving benefits 2020-01-01 13
Number of other retired or separated participants entitled to future benefits 2020-01-01 199
Total of all active and inactive participants 2020-01-01 531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 533
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 10
2019: AUTO INVESTMENT, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 498
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 343
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 188
Total of all active and inactive participants 2019-01-01 536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 536
Number of participants with account balances 2019-01-01 472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 73
2018: AUTO INVESTMENT, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 397
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 305
Number of retired or separated participants receiving benefits 2018-01-01 6
Number of other retired or separated participants entitled to future benefits 2018-01-01 106
Total of all active and inactive participants 2018-01-01 417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 417
Number of participants with account balances 2018-01-01 386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 44
2017: AUTO INVESTMENT, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 365
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 304
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 78
Total of all active and inactive participants 2017-01-01 383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 383
Number of participants with account balances 2017-01-01 349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 36
2016: AUTO INVESTMENT, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 310
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 296
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 52
Total of all active and inactive participants 2016-01-01 350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 350
Number of participants with account balances 2016-01-01 315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 30

Measure	Date	Value
2022: AUTO INVESTMENT, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	636
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	374
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	292
Total of all active and inactive participants	2022-01-01	666
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	667
Number of participants with account balances	2022-01-01	644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	31
2021: AUTO INVESTMENT, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	551
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	338
Number of retired or separated participants receiving benefits	2021-01-01	29
Number of other retired or separated participants entitled to future benefits	2021-01-01	244
Total of all active and inactive participants	2021-01-01	611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	612
Number of participants with account balances	2021-01-01	588
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	10
2020: AUTO INVESTMENT, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	420
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	319
Number of retired or separated participants receiving benefits	2020-01-01	13
Number of other retired or separated participants entitled to future benefits	2020-01-01	199
Total of all active and inactive participants	2020-01-01	531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	533
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	10
2019: AUTO INVESTMENT, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	498
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	343
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	188
Total of all active and inactive participants	2019-01-01	536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	536
Number of participants with account balances	2019-01-01	472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	73
2018: AUTO INVESTMENT, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	397
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	305
Number of retired or separated participants receiving benefits	2018-01-01	6
Number of other retired or separated participants entitled to future benefits	2018-01-01	106
Total of all active and inactive participants	2018-01-01	417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	417
Number of participants with account balances	2018-01-01	386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	44
2017: AUTO INVESTMENT, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	365
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	304
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	78
Total of all active and inactive participants	2017-01-01	383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	383
Number of participants with account balances	2017-01-01	349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	36
2016: AUTO INVESTMENT, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	310
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	296
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	52
Total of all active and inactive participants	2016-01-01	350
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	350
Number of participants with account balances	2016-01-01	315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	30

Financial Data on AUTO INVESTMENT, INC. 401(K) PLAN

Measure	Date	Value
2022 : AUTO INVESTMENT, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$212,691
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,674,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,505,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,715,203
Value of total assets at end of year	2022-12-31	$20,397,344
Value of total assets at beginning of year	2022-12-31	$21,858,958
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$168,563
Total interest from all sources	2022-12-31	$28,106
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$505,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$505,575
Administrative expenses professional fees incurred	2022-12-31	$168,563
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	$2,135,985
Participant contributions at end of year	2022-12-31	$582,494
Participant contributions at beginning of year	2022-12-31	$649,908
Participant contributions at end of year	2022-12-31	$12,349
Participant contributions at beginning of year	2022-12-31	$24,225
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$593,070
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$7
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	$-1,461,614
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$20,397,344
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$21,858,958
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 registered invesment companies (eg mutual funds) at end of year	2022-12-31	$18,669,825
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$21,052,349
Interest on participant loans	2022-12-31	$28,106
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,115,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$85,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,036,200
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	Yes
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	$986,148
Employer contributions (assets) at end of year	2022-12-31	$17,320
Employer contributions (assets) at beginning of year	2022-12-31	$46,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,505,742
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	LBMC, PC
Accountancy firm EIN	2022-12-31	621199757
2021 : AUTO INVESTMENT, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,798
Total income from all sources (including contributions)	2021-12-31	$5,205,072
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,920,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,707,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,688,424
Value of total assets at end of year	2021-12-31	$21,858,958
Value of total assets at beginning of year	2021-12-31	$19,575,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$213,087
Total interest from all sources	2021-12-31	$31,880
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,699,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,699,457
Administrative expenses professional fees incurred	2021-12-31	$213,087
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	$1,798,961
Participant contributions at end of year	2021-12-31	$649,908
Participant contributions at beginning of year	2021-12-31	$731,042
Participant contributions at end of year	2021-12-31	$24,225
Participant contributions at beginning of year	2021-12-31	$9,351
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$30,397
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$2,284,861
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$21,858,958
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$19,574,097
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 registered invesment companies (eg mutual funds) at end of year	2021-12-31	$21,052,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$18,765,546
Interest on participant loans	2021-12-31	$31,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$85,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$60,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$-214,689
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	Yes
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	$859,066
Employer contributions (assets) at end of year	2021-12-31	$46,641
Employer contributions (assets) at beginning of year	2021-12-31	$9,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,707,124
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	LBMC, PC
Accountancy firm EIN	2021-12-31	621199757
2020 : AUTO INVESTMENT, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,798
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	$4,827,772
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,841,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,638,103
Expenses. Certain deemed distributions of participant loans	2020-12-31	$40,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,368,225
Value of total assets at end of year	2020-12-31	$19,575,895
Value of total assets at beginning of year	2020-12-31	$16,588,002
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$163,504
Total interest from all sources	2020-12-31	$35,675
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$567,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$567,610
Administrative expenses professional fees incurred	2020-12-31	$163,504
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	$1,544,603
Participant contributions at end of year	2020-12-31	$731,042
Participant contributions at beginning of year	2020-12-31	$614,830
Participant contributions at end of year	2020-12-31	$9,351
Participant contributions at beginning of year	2020-12-31	$41,860
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$88,981
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$1,798
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,986,095
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$19,574,097
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$16,588,002
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 registered invesment companies (eg mutual funds) at end of year	2020-12-31	$18,765,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$15,724,582
Interest on participant loans	2020-12-31	$35,675
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$60,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$183,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,856,262
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	Yes
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	$734,641
Employer contributions (assets) at end of year	2020-12-31	$9,723
Employer contributions (assets) at beginning of year	2020-12-31	$23,348
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,638,103
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	Disclaimer
Accountancy firm name	2020-12-31	LBMC, PC
Accountancy firm EIN	2020-12-31	621199757
2019 : AUTO INVESTMENT, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$9
Total income from all sources (including contributions)	2019-12-31	$4,906,381
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,650,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,522,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,115,340
Value of total assets at end of year	2019-12-31	$16,588,002
Value of total assets at beginning of year	2019-12-31	$13,332,047
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$127,908
Total interest from all sources	2019-12-31	$32,683
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$398,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$398,640
Administrative expenses professional fees incurred	2019-12-31	$127,908
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	$1,315,493
Participant contributions at end of year	2019-12-31	$614,830
Participant contributions at beginning of year	2019-12-31	$564,674
Participant contributions at end of year	2019-12-31	$41,860
Participant contributions at beginning of year	2019-12-31	$19,497
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$137,018
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$419
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	$9
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	$3,255,964
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$16,588,002
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,332,038
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 registered invesment companies (eg mutual funds) at end of year	2019-12-31	$15,724,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,574,186
Interest on participant loans	2019-12-31	$32,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$183,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$162,783
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,359,718
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	Yes
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	$662,829
Employer contributions (assets) at end of year	2019-12-31	$23,348
Employer contributions (assets) at beginning of year	2019-12-31	$10,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,522,509
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	LBMC, PC
Accountancy firm EIN	2019-12-31	621199757
2018 : AUTO INVESTMENT, INC. 401(K) 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	$9
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$3
Total income from all sources (including contributions)	2018-12-31	$1,230,541
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,012,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,858,272
Expenses. Certain deemed distributions of participant loans	2018-12-31	$34,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,831,258
Value of total assets at end of year	2018-12-31	$13,332,047
Value of total assets at beginning of year	2018-12-31	$14,114,328
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$119,754
Total interest from all sources	2018-12-31	$25,321
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
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,212,820
Participant contributions at end of year	2018-12-31	$564,674
Participant contributions at beginning of year	2018-12-31	$597,029
Participant contributions at end of year	2018-12-31	$19,497
Participant contributions at beginning of year	2018-12-31	$15,307
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$220,823
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$419
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$402
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$9
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$3
Other income not declared elsewhere	2018-12-31	$219,903
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	$-782,287
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$13,332,038
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$14,114,325
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 registered invesment companies (eg mutual funds) at end of year	2018-12-31	$12,574,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$13,145,465
Interest on participant loans	2018-12-31	$25,321
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$162,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$347,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-845,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$618,438
Employer contributions (assets) at end of year	2018-12-31	$10,488
Employer contributions (assets) at beginning of year	2018-12-31	$9,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,637,449
Contract administrator fees	2018-12-31	$119,754
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	LBMC, PC
Accountancy firm EIN	2018-12-31	621199757
2017 : AUTO INVESTMENT, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$3
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,976,738
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,646,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,532,967
Expenses. Certain deemed distributions of participant loans	2017-12-31	$975
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,819,106
Value of total assets at end of year	2017-12-31	$14,114,328
Value of total assets at beginning of year	2017-12-31	$11,784,373
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$112,844
Total interest from all sources	2017-12-31	$25,862
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,201,860
Participant contributions at end of year	2017-12-31	$597,029
Participant contributions at beginning of year	2017-12-31	$532,722
Participant contributions at end of year	2017-12-31	$15,307
Participant contributions at beginning of year	2017-12-31	$18,236
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$127,687
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$402
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$114
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$3
Other income not declared elsewhere	2017-12-31	$127,946
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	$2,329,952
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$14,114,325
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,784,373
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	$13,145,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$11,097,240
Interest on participant loans	2017-12-31	$25,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$347,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$126,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,003,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$617,246
Employer contributions (assets) at end of year	2017-12-31	$9,012
Employer contributions (assets) at beginning of year	2017-12-31	$9,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,405,280
Contract administrator fees	2017-12-31	$112,844
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	LBMC, PC
Accountancy firm EIN	2017-12-31	621199757
2016 : AUTO INVESTMENT, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$9,594,335
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,809,649
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$619,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$528,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,850,360
Value of total assets at end of year	2016-12-31	$11,784,373
Value of total assets at beginning of year	2016-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$91,069
Total interest from all sources	2016-12-31	$22,872
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,219,348
Participant contributions at end of year	2016-12-31	$532,722
Participant contributions at end of year	2016-12-31	$18,236
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$4,964
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$114
Other income not declared elsewhere	2016-12-31	$14,731
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,190,038
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,784,373
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$0
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	$11,097,240
Interest on participant loans	2016-12-31	$22,872
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$126,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$921,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$631,012
Employer contributions (assets) at end of year	2016-12-31	$9,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$523,578
Contract administrator fees	2016-12-31	$91,069
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	2016-12-31	Yes
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	LBMC, PC
Accountancy firm EIN	2016-12-31	621199757

Form 5500 Responses for AUTO INVESTMENT, INC. 401(K) PLAN

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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894233 087

Policy instance

Insurance contract or identification number	894233 087
Number of Individuals Covered	644
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894233 087

Policy instance

Insurance contract or identification number	894233 087
Number of Individuals Covered	588
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $132
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 $132
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894233 087

Policy instance

Insurance contract or identification number	894233 087
Number of Individuals Covered	511
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $181
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 $181
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

894233 087

Policy instance

Insurance contract or identification number	894233 087
Number of Individuals Covered	526
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $328
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 $328
Insurance broker organization code?	3

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

94233+087

Policy instance

Insurance contract or identification number	94233+087
Number of Individuals Covered	417
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $641
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 $641
Insurance broker organization code?	4

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

94233+087

Policy instance

Insurance contract or identification number	94233+087
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $570
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 $570
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

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Company Name:	AUTO INVESTMENT INC.
Employer identification number (EIN):	133446196
NAIC Classification:	441110
NAIC Description:	New Car Dealers