401k Plan data: PAT OBRIEN CHEVROLET 401K PLAN plan

PAT OBRIEN CHEVROLET 401K PLAN 401k Plan overview

Plan Name	PAT OBRIEN CHEVROLET 401K PLAN
Plan identification number	001

PAT OBRIEN CHEVROLET 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

PAT O'BRIEN CHEVROLET has sponsored the creation of one or more 401k plans.

Company Name: PAT O'BRIEN CHEVROLET

Employer identification number (EIN): 202394972

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAT OBRIEN CHEVROLET 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01
001 2018-01-01
001 2017-01-01 MARK GORMAN
001 2016-01-01 MARK GORMAN
001 2015-01-01 MARK GORMAN
001 2014-01-01 MARK GORMAN
001 2013-01-01 MARK GORMAN
001 2012-01-01 MARK GORMAN
001 2011-01-01 MARK GORMAN
001 2010-01-01 MARK GORMAN
001 2009-01-01 MARK GORMAN

Plan Statistics for PAT OBRIEN CHEVROLET 401K PLAN

401k plan membership statisitcs for PAT OBRIEN CHEVROLET 401K PLAN

Measure Date Value
2019: PAT OBRIEN CHEVROLET 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 565
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 243
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 181
Total of all active and inactive participants 2019-01-01 425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 425
Number of participants with account balances 2019-01-01 401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 117
2018: PAT OBRIEN CHEVROLET 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 532
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 270
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 273
Total of all active and inactive participants 2018-01-01 545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 545
Number of participants with account balances 2018-01-01 463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 96
2017: PAT OBRIEN CHEVROLET 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 481
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 295
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 206
Total of all active and inactive participants 2017-01-01 501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 501
Number of participants with account balances 2017-01-01 398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 76
2016: PAT OBRIEN CHEVROLET 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 472
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 308
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 175
Total of all active and inactive participants 2016-01-01 485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 485
Number of participants with account balances 2016-01-01 353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 91
2015: PAT OBRIEN CHEVROLET 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 597
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 358
Number of retired or separated participants receiving benefits 2015-01-01 7
Number of other retired or separated participants entitled to future benefits 2015-01-01 112
Total of all active and inactive participants 2015-01-01 477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 477
Number of participants with account balances 2015-01-01 321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 85
2014: PAT OBRIEN CHEVROLET 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 567
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 356
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 237
Total of all active and inactive participants 2014-01-01 593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 593
Number of participants with account balances 2014-01-01 431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 90
2013: PAT OBRIEN CHEVROLET 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 413
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 342
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 204
Total of all active and inactive participants 2013-01-01 547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 547
Number of participants with account balances 2013-01-01 412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 85
2012: PAT OBRIEN CHEVROLET 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 376
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 256
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 157
Total of all active and inactive participants 2012-01-01 413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 413
Number of participants with account balances 2012-01-01 338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 78
2011: PAT OBRIEN CHEVROLET 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 261
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 115
Total of all active and inactive participants 2011-01-01 376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 376
Number of participants with account balances 2011-01-01 301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 51
2010: PAT OBRIEN CHEVROLET 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 255
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 240
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 81
Total of all active and inactive participants 2010-01-01 321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 321
Number of participants with account balances 2010-01-01 243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 43
2009: PAT OBRIEN CHEVROLET 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 207
Number of other retired or separated participants entitled to future benefits 2009-01-01 46
Total of all active and inactive participants 2009-01-01 253
Total participants 2009-01-01 253
Number of participants with account balances 2009-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 24

Measure	Date	Value
2019: PAT OBRIEN CHEVROLET 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	565
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	243
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	181
Total of all active and inactive participants	2019-01-01	425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	425
Number of participants with account balances	2019-01-01	401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	117
2018: PAT OBRIEN CHEVROLET 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	532
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	270
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	273
Total of all active and inactive participants	2018-01-01	545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	545
Number of participants with account balances	2018-01-01	463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	96
2017: PAT OBRIEN CHEVROLET 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	481
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	295
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	206
Total of all active and inactive participants	2017-01-01	501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	501
Number of participants with account balances	2017-01-01	398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	76
2016: PAT OBRIEN CHEVROLET 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	472
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	308
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	175
Total of all active and inactive participants	2016-01-01	485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	485
Number of participants with account balances	2016-01-01	353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	91
2015: PAT OBRIEN CHEVROLET 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	597
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	358
Number of retired or separated participants receiving benefits	2015-01-01	7
Number of other retired or separated participants entitled to future benefits	2015-01-01	112
Total of all active and inactive participants	2015-01-01	477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	477
Number of participants with account balances	2015-01-01	321
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	85
2014: PAT OBRIEN CHEVROLET 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	567
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	356
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	237
Total of all active and inactive participants	2014-01-01	593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	593
Number of participants with account balances	2014-01-01	431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	90
2013: PAT OBRIEN CHEVROLET 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	413
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	342
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	204
Total of all active and inactive participants	2013-01-01	547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	547
Number of participants with account balances	2013-01-01	412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	85
2012: PAT OBRIEN CHEVROLET 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	376
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	256
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	157
Total of all active and inactive participants	2012-01-01	413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	413
Number of participants with account balances	2012-01-01	338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	78
2011: PAT OBRIEN CHEVROLET 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	261
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	115
Total of all active and inactive participants	2011-01-01	376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	376
Number of participants with account balances	2011-01-01	301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	51
2010: PAT OBRIEN CHEVROLET 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	255
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	240
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	81
Total of all active and inactive participants	2010-01-01	321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	321
Number of participants with account balances	2010-01-01	243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	43
2009: PAT OBRIEN CHEVROLET 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	207
Number of other retired or separated participants entitled to future benefits	2009-01-01	46
Total of all active and inactive participants	2009-01-01	253
Total participants	2009-01-01	253
Number of participants with account balances	2009-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	24

Financial Data on PAT OBRIEN CHEVROLET 401K PLAN

Measure	Date	Value
2019 : PAT OBRIEN CHEVROLET 401K 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	$0
Total income from all sources (including contributions)	2019-12-31	$2,129,201
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$912,408
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$848,657
Expenses. Certain deemed distributions of participant loans	2019-12-31	$324
Value of total corrective distributions	2019-12-31	$27,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$768,636
Value of total assets at end of year	2019-12-31	$8,982,207
Value of total assets at beginning of year	2019-12-31	$7,765,414
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$35,940
Total interest from all sources	2019-12-31	$20,471
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$700,000
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	$583,470
Participant contributions at end of year	2019-12-31	$248,164
Participant contributions at beginning of year	2019-12-31	$217,024
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$42,964
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$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	2019-12-31	No
Value of net income/loss	2019-12-31	$1,216,793
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,982,207
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$7,765,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$8,367,590
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$7,115,334
Interest on participant loans	2019-12-31	$16,556
Interest earned on other investments	2019-12-31	$3,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$366,453
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$433,056
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,340,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$142,202
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$848,657
Contract administrator fees	2019-12-31	$35,940
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	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2019-12-31	560747981
2018 : PAT OBRIEN CHEVROLET 401K PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$490,165
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,001,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$982,327
Expenses. Certain deemed distributions of participant loans	2018-12-31	$755
Value of total corrective distributions	2018-12-31	$7,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$861,826
Value of total assets at end of year	2018-12-31	$7,765,414
Value of total assets at beginning of year	2018-12-31	$8,276,743
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$11,020
Total interest from all sources	2018-12-31	$17,812
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
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$700,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$652,252
Participant contributions at end of year	2018-12-31	$217,024
Participant contributions at beginning of year	2018-12-31	$237,919
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$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	2018-12-31	No
Value of net income/loss	2018-12-31	$-511,329
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,765,414
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,276,743
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
Investment advisory and management fees	2018-12-31	$0
Value of interest in pooled separate accounts at end of year	2018-12-31	$7,115,334
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$7,564,637
Interest on participant loans	2018-12-31	$12,990
Interest earned on other investments	2018-12-31	$4,822
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$433,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$474,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$1
Net investment gain/loss from pooled separate accounts	2018-12-31	$-389,474
Net investment gain or loss from common/collective trusts	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$209,574
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$982,327
Contract administrator fees	2018-12-31	$11,020
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	2018-12-31	No
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
Aggregate proceeds on sale of assets	2018-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$0
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	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2018-12-31	560747981
2017 : PAT OBRIEN CHEVROLET 401K 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	$0
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	$1,793,160
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$558,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$547,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$847,088
Value of total assets at end of year	2017-12-31	$8,276,743
Value of total assets at beginning of year	2017-12-31	$7,041,753
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$10,845
Total interest from all sources	2017-12-31	$15,426
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	$700,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$628,714
Participant contributions at end of year	2017-12-31	$237,919
Participant contributions at beginning of year	2017-12-31	$177,722
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$16,407
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$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	2017-12-31	No
Value of net income/loss	2017-12-31	$1,234,990
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,276,743
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,041,753
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 pooled separate accounts at end of year	2017-12-31	$7,564,637
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$6,366,007
Interest on participant loans	2017-12-31	$10,524
Interest earned on other investments	2017-12-31	$4,902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$474,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$498,024
Net investment gain/loss from pooled separate accounts	2017-12-31	$930,646
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	$201,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$547,325
Contract administrator fees	2017-12-31	$10,845
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	No
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	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2017-12-31	560747981
2016 : PAT OBRIEN CHEVROLET 401K PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$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	$1,194,724
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$792,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$781,270
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$785,570
Value of total assets at end of year	2016-12-31	$7,041,753
Value of total assets at beginning of year	2016-12-31	$6,639,619
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$11,320
Total interest from all sources	2016-12-31	$15,537
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	$700,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$593,788
Participant contributions at end of year	2016-12-31	$177,722
Participant contributions at beginning of year	2016-12-31	$235,783
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$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	2016-12-31	No
Value of net income/loss	2016-12-31	$402,134
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$7,041,753
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,639,619
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 pooled separate accounts at end of year	2016-12-31	$6,366,007
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$6,071,717
Interest on participant loans	2016-12-31	$10,961
Interest earned on other investments	2016-12-31	$4,576
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$498,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$332,119
Net investment gain/loss from pooled separate accounts	2016-12-31	$393,617
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$191,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$781,270
Contract administrator fees	2016-12-31	$11,320
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	No
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	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2016-12-31	560747981
2015 : PAT OBRIEN CHEVROLET 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$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	$796,933
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$577,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$551,489
Value of total corrective distributions	2015-12-31	$1,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$843,547
Value of total assets at end of year	2015-12-31	$6,639,619
Value of total assets at beginning of year	2015-12-31	$6,419,886
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$24,123
Total interest from all sources	2015-12-31	$11,338
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$700,000
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	$610,921
Participant contributions at end of year	2015-12-31	$235,783
Participant contributions at beginning of year	2015-12-31	$155,239
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$30,839
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$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	2015-12-31	No
Value of net income/loss	2015-12-31	$219,733
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,639,619
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,419,886
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 pooled separate accounts at end of year	2015-12-31	$6,071,717
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$6,264,640
Interest on participant loans	2015-12-31	$9,403
Interest earned on other investments	2015-12-31	$1,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$332,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$7
Net investment gain/loss from pooled separate accounts	2015-12-31	$-57,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$201,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$551,489
Contract administrator fees	2015-12-31	$24,123
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	2015-12-31	No
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	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2015-12-31	560747981
2014 : PAT OBRIEN CHEVROLET 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,352,879
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$720,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$711,323
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,028,263
Value of total assets at end of year	2014-12-31	$6,419,886
Value of total assets at beginning of year	2014-12-31	$5,787,955
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$9,625
Total interest from all sources	2014-12-31	$8,149
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
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	$603,504
Participant contributions at end of year	2014-12-31	$155,239
Participant contributions at beginning of year	2014-12-31	$150,540
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$222,623
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$1,134
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	$631,931
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,419,886
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,787,955
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 pooled separate accounts at end of year	2014-12-31	$6,264,640
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$5,636,281
Interest on participant loans	2014-12-31	$8,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$7
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$202,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$711,323
Contract administrator fees	2014-12-31	$9,625
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	2014-12-31	Yes
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	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2014-12-31	560747981
2013 : PAT OBRIEN CHEVROLET 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,576,442
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$504,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$497,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$760,405
Value of total assets at end of year	2013-12-31	$5,787,955
Value of total assets at beginning of year	2013-12-31	$4,716,289
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$7,053
Total interest from all sources	2013-12-31	$8,661
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
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	$562,779
Participant contributions at end of year	2013-12-31	$150,540
Participant contributions at beginning of year	2013-12-31	$163,152
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$58,748
Total non interest bearing cash at end of year	2013-12-31	$1,134
Total non interest bearing cash at beginning of year	2013-12-31	$29,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,071,666
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,787,955
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,716,289
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 pooled separate accounts at end of year	2013-12-31	$5,636,281
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$4,523,299
Interest on participant loans	2013-12-31	$8,661
Net investment gain/loss from pooled separate accounts	2013-12-31	$807,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$138,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$497,723
Contract administrator fees	2013-12-31	$7,053
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	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2013-12-31	560747981
2012 : PAT OBRIEN CHEVROLET 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$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	$1,334,003
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$560,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$540,860
Expenses. Certain deemed distributions of participant loans	2012-12-31	$0
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$793,388
Value of total assets at end of year	2012-12-31	$4,716,289
Value of total assets at beginning of year	2012-12-31	$3,942,546
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$19,400
Total interest from all sources	2012-12-31	$8,475
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$535,801
Participant contributions at end of year	2012-12-31	$163,152
Participant contributions at beginning of year	2012-12-31	$157,603
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$86,823
Administrative expenses (other) incurred	2012-12-31	$12,000
Total non interest bearing cash at end of year	2012-12-31	$29,838
Total non interest bearing cash at beginning of year	2012-12-31	$19,622
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	$773,743
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,716,289
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,942,546
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
Investment advisory and management fees	2012-12-31	$0
Value of interest in pooled separate accounts at end of year	2012-12-31	$4,523,299
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$3,765,321
Interest on participant loans	2012-12-31	$8,475
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$532,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$170,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$540,860
Contract administrator fees	2012-12-31	$7,400
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	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2012-12-31	560747981
2011 : PAT OBRIEN CHEVROLET 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$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	$680,840
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$255,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$223,347
Expenses. Certain deemed distributions of participant loans	2011-12-31	$1,397
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$799,705
Value of total assets at end of year	2011-12-31	$3,942,546
Value of total assets at beginning of year	2011-12-31	$3,516,867
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$30,417
Total interest from all sources	2011-12-31	$5,777
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$585,233
Participant contributions at end of year	2011-12-31	$157,603
Participant contributions at beginning of year	2011-12-31	$76,488
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$33,153
Administrative expenses (other) incurred	2011-12-31	$24,000
Total non interest bearing cash at end of year	2011-12-31	$19,622
Total non interest bearing cash at beginning of year	2011-12-31	$27,254
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
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$425,679
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,942,546
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,516,867
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
Investment advisory and management fees	2011-12-31	$731
Value of interest in pooled separate accounts at end of year	2011-12-31	$3,765,321
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$3,297,283
Interest on participant loans	2011-12-31	$5,777
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$115,842
Net investment gain/loss from pooled separate accounts	2011-12-31	$-124,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$181,319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$223,347
Contract administrator fees	2011-12-31	$5,686
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	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2011-12-31	560747981
2010 : PAT OBRIEN CHEVROLET 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$407,439
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,094,483
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$173,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$161,438
Expenses. Certain deemed distributions of participant loans	2010-12-31	$8,664
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$699,552
Value of total assets at end of year	2010-12-31	$3,516,867
Value of total assets at beginning of year	2010-12-31	$2,188,646
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$3,599
Total interest from all sources	2010-12-31	$2,950
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$489,845
Participant contributions at end of year	2010-12-31	$76,488
Participant contributions at beginning of year	2010-12-31	$51,535
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$2,269
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$56,579
Administrative expenses (other) incurred	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$27,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$920,782
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,516,867
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,188,646
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$0
Value of interest in pooled separate accounts at end of year	2010-12-31	$3,297,283
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,954,218
Interest on participant loans	2010-12-31	$2,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$115,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$179,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$391,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$153,128
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$661
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$161,438
Contract administrator fees	2010-12-31	$3,599
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	DIXON HUGHES GOODMAN LLP
Accountancy firm EIN	2010-12-31	560747981
2009 : PAT OBRIEN CHEVROLET 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PAT OBRIEN CHEVROLET 401K PLAN

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

Insurance Providers Used on plan

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

Policy contract number

812342

Policy instance

Insurance contract or identification number	812342
Number of Individuals Covered	406
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,989
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
Amount paid for insurance broker fees	3989
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

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

Policy contract number

812342

Policy instance

Insurance contract or identification number	812342
Number of Individuals Covered	471
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,010
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
Amount paid for insurance broker fees	4010
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

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

Policy contract number

812342

Policy instance

Insurance contract or identification number	812342
Number of Individuals Covered	401
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,607
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 $0
Amount paid for insurance broker fees	3607
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Insurance broker name	CBIZ BENEFITS AND INSURANCE SERVICE

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

Policy contract number

812342

Policy instance

Insurance contract or identification number	812342
Number of Individuals Covered	322
Insurance policy start date	2015-11-04
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $7,386
Total amount of fees paid to insurance company	USD $28,579
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	28579
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $7,386
Insurance broker name	THE ENTERPRISE SECURITIES COMPANY

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

96911

Policy instance

Insurance contract or identification number	96911
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $12,263
Total amount of fees paid to insurance company	USD $7,496
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,263
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	TEGRIT RETIREMENT PLAN SERVICES

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

Policy contract number

812342

Policy instance

Insurance contract or identification number	812342
Number of Individuals Covered	432
Insurance policy start date	2014-11-04
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $64,356
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $64,356
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	THE ENTERPRISE SECURITIES COMPANY

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

96911

Policy instance

Insurance contract or identification number	96911
Number of Individuals Covered	428
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $12,514
Total amount of fees paid to insurance company	USD $7,795
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,514
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	TEGRIT RETIREMENT PLAN SERVICES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

96911

Policy instance

Insurance contract or identification number	96911
Number of Individuals Covered	348
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $10,646
Total amount of fees paid to insurance company	USD $7,905
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,646
Insurance broker organization code?	3
Amount paid for insurance broker fees	7905
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	SUMMIT RETIREMENT PLAN SVCS.

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

96911

Policy instance

Insurance contract or identification number	96911
Number of Individuals Covered	306
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $8,728
Total amount of fees paid to insurance company	USD $9,650
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

456152-01

Policy instance

Insurance contract or identification number	456152-01
Number of Individuals Covered	29
Insurance policy start date	2011-01-01
Insurance policy end date	2011-05-04
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

96911

Policy instance

Insurance contract or identification number	96911
Number of Individuals Covered	245
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $30,715
Total amount of fees paid to insurance company	USD $9,791
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

456152-01

Policy instance

Insurance contract or identification number	456152-01
Number of Individuals Covered	29
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $4,972
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

PAT OBRIEN CHEVROLET 401K PLAN [EIN = 272451419]

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Company Name:	PAT O'BRIEN CHEVROLET
Employer identification number (EIN):	202394972
NAIC Classification:	441110
NAIC Description:	New Car Dealers