401k Plan data: BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST plan

BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 401k Plan overview

Plan Name	BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST
Plan identification number	001

BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 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

PORTLAND AUTOMOTIVE MANAGEMENT, has sponsored the creation of one or more 401k plans.

Company Name: PORTLAND AUTOMOTIVE MANAGEMENT,

Employer identification number (EIN): 200738310

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 RHONDA CLARK FARES RUSTOM 2016-10-10
001 2014-01-01 RHONDA CLARK RHONDA CLARK 2015-09-29
001 2014-01-01 RHONDA CLARK FARES RUSTOM 2015-09-29
001 2013-01-01 BARRET WAGGONER RHONDA CLARK 2014-08-18
001 2012-01-01 BARRET WAGGONER
001 2011-01-01 KEVIN WILLER RHONDA CLARK 2012-10-15
001 2010-01-01 KEVIN WILLER 2011-06-28
001 2009-01-01 RHONDA CLARK FARES RUSTOM 2010-07-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	RHONDA CLARK		FARES RUSTOM	2016-10-10
001	2014-01-01	RHONDA CLARK		RHONDA CLARK	2015-09-29
001	2014-01-01	RHONDA CLARK		FARES RUSTOM	2015-09-29
001	2013-01-01	BARRET WAGGONER		RHONDA CLARK	2014-08-18
001	2012-01-01	BARRET WAGGONER
001	2011-01-01	KEVIN WILLER		RHONDA CLARK	2012-10-15
001	2010-01-01	KEVIN WILLER	2011-06-28
001	2009-01-01	RHONDA CLARK		FARES RUSTOM	2010-07-07

Plan Statistics for BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST

401k plan membership statisitcs for BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST

Measure Date Value
2015: BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 725
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
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 28
Total of all active and inactive participants 2015-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 33
Number of participants with account balances 2015-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 227
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 218
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 71
Total of all active and inactive participants 2014-01-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 289
Number of participants with account balances 2014-01-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 215
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 195
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 25
Total of all active and inactive participants 2013-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 220
Number of participants with account balances 2013-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 177
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 38
Total of all active and inactive participants 2012-01-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 215
Number of participants with account balances 2012-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 159
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 47
Total of all active and inactive participants 2011-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 206
Number of participants with account balances 2011-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 94
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 41
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 52
Total of all active and inactive participants 2009-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 93
Number of participants with account balances 2009-01-01 50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 11

Measure	Date	Value
2015: BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	725
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
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	28
Total of all active and inactive participants	2015-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	33
Number of participants with account balances	2015-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	227
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	218
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	71
Total of all active and inactive participants	2014-01-01	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	289
Number of participants with account balances	2014-01-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	215
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	195
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	25
Total of all active and inactive participants	2013-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	220
Number of participants with account balances	2013-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	177
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	38
Total of all active and inactive participants	2012-01-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	215
Number of participants with account balances	2012-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	159
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	47
Total of all active and inactive participants	2011-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	206
Number of participants with account balances	2011-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	94
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	41
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	52
Total of all active and inactive participants	2009-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	93
Number of participants with account balances	2009-01-01	50
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	11

Financial Data on BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST

Measure	Date	Value
2015 : BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$2,555,463
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$352,329
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$369,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$319,595
Expenses. Certain deemed distributions of participant loans	2015-12-31	$11
Value of total corrective distributions	2015-12-31	$930
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$452,680
Value of total assets at end of year	2015-12-31	$350,106
Value of total assets at beginning of year	2015-12-31	$2,922,620
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$48,844
Total interest from all sources	2015-12-31	$573
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$50,592
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$50,592
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$293,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$262,739
Participant contributions at end of year	2015-12-31	$870
Participant contributions at beginning of year	2015-12-31	$18,125
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$189,941
Other income not declared elsewhere	2015-12-31	$364
Administrative expenses (other) incurred	2015-12-31	$48,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-17,051
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$350,106
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,922,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$349,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,904,495
Interest on participant loans	2015-12-31	$573
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-151,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$319,595
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN	2015-12-31	272881734
2014 : BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$465,466
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$76,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$38,633
Expenses. Certain deemed distributions of participant loans	2014-12-31	$354
Value of total corrective distributions	2014-12-31	$546
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$257,035
Value of total assets at end of year	2014-12-31	$2,922,620
Value of total assets at beginning of year	2014-12-31	$2,533,216
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$36,529
Total interest from all sources	2014-12-31	$1,574
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$65,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$65,481
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$254,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$253,948
Participant contributions at end of year	2014-12-31	$18,125
Participant contributions at beginning of year	2014-12-31	$43,870
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$3,087
Other income not declared elsewhere	2014-12-31	$418
Administrative expenses (other) incurred	2014-12-31	$36,529
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$389,404
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,922,620
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,533,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,904,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,489,346
Interest on participant loans	2014-12-31	$1,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$140,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$38,633
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN	2014-12-31	272881734
2013 : BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$643,315
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$503,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$470,766
Expenses. Certain deemed distributions of participant loans	2013-12-31	$789
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$189,905
Value of total assets at end of year	2013-12-31	$2,533,216
Value of total assets at beginning of year	2013-12-31	$2,393,251
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$31,795
Total interest from all sources	2013-12-31	$3,028
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$57,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$57,452
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$240,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$179,264
Participant contributions at end of year	2013-12-31	$43,870
Participant contributions at beginning of year	2013-12-31	$95,812
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$10,641
Administrative expenses (other) incurred	2013-12-31	$31,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$139,965
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,533,216
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,393,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,489,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,992,510
Interest on participant loans	2013-12-31	$3,028
Value of interest in common/collective trusts at beginning of year	2013-12-31	$304,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$382,628
Net investment gain or loss from common/collective trusts	2013-12-31	$10,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$470,766
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN	2013-12-31	272881734
2012 : BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$407,714
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$37,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$31,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$170,934
Value of total assets at end of year	2012-12-31	$2,393,251
Value of total assets at beginning of year	2012-12-31	$2,023,186
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$6,056
Total interest from all sources	2012-12-31	$4,145
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$81,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$81,607
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$203,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$170,934
Participant contributions at end of year	2012-12-31	$95,812
Participant contributions at beginning of year	2012-12-31	$52,588
Administrative expenses (other) incurred	2012-12-31	$6,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$370,065
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,393,251
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,023,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$1,992,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$1,671,365
Interest on participant loans	2012-12-31	$4,145
Value of interest in common/collective trusts at end of year	2012-12-31	$304,929
Value of interest in common/collective trusts at beginning of year	2012-12-31	$299,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$124,887
Net investment gain or loss from common/collective trusts	2012-12-31	$26,141
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$31,593
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN	2012-12-31	272881734
2011 : BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$203,865
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$18,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$13,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$275,847
Value of total assets at end of year	2011-12-31	$2,023,186
Value of total assets at beginning of year	2011-12-31	$1,838,262
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$5,855
Total interest from all sources	2011-12-31	$2,098
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$38,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$38,116
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$184,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$179,595
Participant contributions at end of year	2011-12-31	$52,588
Participant contributions at beginning of year	2011-12-31	$22,325
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$96,252
Other income not declared elsewhere	2011-12-31	$75
Administrative expenses (other) incurred	2011-12-31	$5,855
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$184,924
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,023,186
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,838,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$1,671,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,563,242
Interest on participant loans	2011-12-31	$2,098
Value of interest in common/collective trusts at end of year	2011-12-31	$299,233
Value of interest in common/collective trusts at beginning of year	2011-12-31	$252,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-111,930
Net investment gain or loss from common/collective trusts	2011-12-31	$-341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$13,086
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	REKDAL HOPKINS HOWARD, PS
Accountancy firm EIN	2011-12-31	272881734
2009 : BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 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 BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST

2015: BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 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: BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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: BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 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: BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: BROADWAY TOYOTA-SCION 401(K) PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	PORTLAND AUTOMOTIVE MANAGEMENT,
Employer identification number (EIN):	200738310
NAIC Classification:	441110
NAIC Description:	New Car Dealers