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AUTOMOTIVE EMPLOYEE 401(K) PLAN 401k Plan overview

Plan NameAUTOMOTIVE EMPLOYEE 401(K) PLAN
Plan identification number 001

AUTOMOTIVE EMPLOYEE 401(K) PLAN Benefits

401k Plan TypeDefined 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

BERGEN AUTO ENTERPRISES, LLC. has sponsored the creation of one or more 401k plans.

Company Name:BERGEN AUTO ENTERPRISES, LLC.
Employer identification number (EIN):223799510
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AUTOMOTIVE EMPLOYEE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01CARLA CLAYTON CARLA CLAYTON2018-10-11
0012016-01-01CARLA CLAYTON CARLA CLAYTON2017-10-13
0012015-01-01CARLA CLAYTON2016-08-01 CARLA CLAYTON2016-08-01
0012014-01-01CARLA CLAYTON2015-09-28 CARLA CLAYTON2015-09-28
0012013-01-01CARLA CLAYTON2014-07-24 CARLA CLAYTON2014-07-24
0012012-01-01CARLA CLAYTON2013-09-17 CARLA CLAYTON2013-09-17
0012011-01-01CARLA CLAYTON2012-07-21
0012010-01-01CARLA CLAYTON2011-07-18

Plan Statistics for AUTOMOTIVE EMPLOYEE 401(K) PLAN

401k plan membership statisitcs for AUTOMOTIVE EMPLOYEE 401(K) PLAN

Measure Date Value
2022: AUTOMOTIVE EMPLOYEE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01206
Total number of active participants reported on line 7a of the Form 55002022-01-01178
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0112
Total of all active and inactive participants2022-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01190
Number of participants with account balances2022-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: AUTOMOTIVE EMPLOYEE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01196
Total number of active participants reported on line 7a of the Form 55002021-01-01218
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01219
Number of participants with account balances2021-01-012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: AUTOMOTIVE EMPLOYEE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01241
Total number of active participants reported on line 7a of the Form 55002020-01-01264
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01278
Number of participants with account balances2020-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: AUTOMOTIVE EMPLOYEE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01184
Total number of active participants reported on line 7a of the Form 55002019-01-01213
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0110
Total of all active and inactive participants2019-01-01227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01227
Number of participants with account balances2019-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: AUTOMOTIVE EMPLOYEE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01156
Total number of active participants reported on line 7a of the Form 55002018-01-01164
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0112
Total of all active and inactive participants2018-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01180
Number of participants with account balances2018-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: AUTOMOTIVE EMPLOYEE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01143
Total number of active participants reported on line 7a of the Form 55002017-01-01137
Number of retired or separated participants receiving benefits2017-01-014
Number of other retired or separated participants entitled to future benefits2017-01-0110
Total of all active and inactive participants2017-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01151
Number of participants with account balances2017-01-0138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: AUTOMOTIVE EMPLOYEE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01131
Total number of active participants reported on line 7a of the Form 55002016-01-01120
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01133
Number of participants with account balances2016-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on AUTOMOTIVE EMPLOYEE 401(K) PLAN

Measure Date Value
2022 : AUTOMOTIVE EMPLOYEE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$197,425
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$46,157
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$39,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$449,230
Value of total assets at end of year2022-12-31$1,804,322
Value of total assets at beginning of year2022-12-31$1,653,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,258
Total interest from all sources2022-12-31$1,278
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$97,445
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$97,445
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$166,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$388,988
Participant contributions at end of year2022-12-31$52,631
Participant contributions at beginning of year2022-12-31$21,086
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$60,242
Other income not declared elsewhere2022-12-31$112
Administrative expenses (other) incurred2022-12-31$6,258
Total non interest bearing cash at beginning of year2022-12-31$1,625,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$151,268
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,804,322
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,653,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,743,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,309
Interest on participant loans2022-12-31$1,278
Value of interest in common/collective trusts at end of year2022-12-31$7,895
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-350,700
Net investment gain or loss from common/collective trusts2022-12-31$60
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$39,899
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUM SMITH BROWN
Accountancy firm EIN2022-12-31222027092
2021 : AUTOMOTIVE EMPLOYEE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$347,854
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$119,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$106,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$91,166
Value of total assets at end of year2021-12-31$1,653,054
Value of total assets at beginning of year2021-12-31$1,424,564
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,237
Total interest from all sources2021-12-31$3,122
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$13,267
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$13,237
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$91,166
Participant contributions at end of year2021-12-31$21,086
Participant contributions at beginning of year2021-12-31$42,545
Total non interest bearing cash at end of year2021-12-31$1,625,659
Total non interest bearing cash at beginning of year2021-12-31$1,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$228,490
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,653,054
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,424,564
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,380,667
Income. Interest from loans (other than to participants)2021-12-31$3,122
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$240,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Income. Dividends from common stock2021-12-31$13,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$106,127
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WITHUM SMITH + BROWN
Accountancy firm EIN2021-12-31222027092
2020 : AUTOMOTIVE EMPLOYEE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$200,751
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$85,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$83,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$66,998
Value of total assets at end of year2020-12-31$1,424,564
Value of total assets at beginning of year2020-12-31$1,308,913
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,578
Total interest from all sources2020-12-31$1,446
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$59,385
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$1,578
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$42,545
Participant contributions at beginning of year2020-12-31$46,057
Total non interest bearing cash at end of year2020-12-31$1,352
Total non interest bearing cash at beginning of year2020-12-31$1,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$115,651
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,424,564
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,308,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,380,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,261,569
Interest on participant loans2020-12-31$1,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$72,922
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$66,998
Income. Dividends from common stock2020-12-31$59,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$83,522
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WITHUM SMITH + BROWN
Accountancy firm EIN2020-12-31222027092
2019 : AUTOMOTIVE EMPLOYEE 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$329,814
Total income from all sources (including contributions)2019-12-31$329,814
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$34,020
Total of all expenses incurred2019-12-31$34,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$31,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$31,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$90,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$90,379
Value of total assets at end of year2019-12-31$1,308,913
Value of total assets at end of year2019-12-31$1,308,913
Value of total assets at beginning of year2019-12-31$1,013,119
Value of total assets at beginning of year2019-12-31$1,013,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,044
Total interest from all sources2019-12-31$1,355
Total interest from all sources2019-12-31$1,355
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$95,336
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$95,336
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$95,336
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$95,336
Administrative expenses professional fees incurred2019-12-31$2,044
Administrative expenses professional fees incurred2019-12-31$2,044
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$100,000
Value of fidelity bond cover2019-12-31$100,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$90,379
Contributions received from participants2019-12-31$90,379
Participant contributions at end of year2019-12-31$46,057
Participant contributions at end of year2019-12-31$46,057
Participant contributions at beginning of year2019-12-31$20,421
Participant contributions at beginning of year2019-12-31$20,421
Total non interest bearing cash at end of year2019-12-31$1,287
Total non interest bearing cash at end of year2019-12-31$1,287
Total non interest bearing cash at beginning of year2019-12-31$1,283
Total non interest bearing cash at beginning of year2019-12-31$1,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$295,794
Value of net income/loss2019-12-31$295,794
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,308,913
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,308,913
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,013,119
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,013,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,261,569
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,261,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$991,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$991,415
Interest on participant loans2019-12-31$1,355
Interest on participant loans2019-12-31$1,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$142,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$142,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$31,976
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$31,976
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ROSENFIELD AND COMPANY, PLLC
Accountancy firm name2019-12-31ROSENFIELD AND COMPANY, PLLC
Accountancy firm EIN2019-12-31274077786
Accountancy firm EIN2019-12-31274077786
2018 : AUTOMOTIVE EMPLOYEE 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$8,357
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$44,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$41,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$103,397
Value of total assets at end of year2018-12-31$1,013,119
Value of total assets at beginning of year2018-12-31$1,049,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,124
Total interest from all sources2018-12-31$1,574
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$77,320
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$77,320
Administrative expenses professional fees incurred2018-12-31$3,124
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$103,397
Participant contributions at end of year2018-12-31$20,421
Participant contributions at beginning of year2018-12-31$42,109
Total non interest bearing cash at end of year2018-12-31$1,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-36,523
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,013,119
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,049,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$991,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,007,533
Interest on participant loans2018-12-31$1,574
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-173,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$41,756
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ROSENFIELD AND COMPANY, PLLC
Accountancy firm EIN2018-12-31274077786
2017 : AUTOMOTIVE EMPLOYEE 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$211,351
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$82,116
Value of total assets at end of year2017-12-31$1,049,642
Value of total assets at beginning of year2017-12-31$841,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,060
Total interest from all sources2017-12-31$1,319
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$58,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$58,346
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$82,116
Participant contributions at end of year2017-12-31$42,109
Participant contributions at beginning of year2017-12-31$39,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$207,679
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,049,642
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$841,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$2,060
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,007,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$801,973
Interest on participant loans2017-12-31$1,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$69,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,612
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BRUNO DIBELLO & CO., LLC
Accountancy firm EIN2017-12-31222414251
2016 : AUTOMOTIVE EMPLOYEE 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$134,457
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$93,665
Value of total assets at end of year2016-12-31$841,963
Value of total assets at beginning of year2016-12-31$711,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,963
Total interest from all sources2016-12-31$1,276
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$26,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$81,894
Participant contributions at end of year2016-12-31$39,990
Participant contributions at beginning of year2016-12-31$30,724
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$11,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$130,262
Value of net assets at end of year (total assets less liabilities)2016-12-31$841,963
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$711,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$801,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$680,977
Interest on participant loans2016-12-31$1,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$12,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Income. Dividends from common stock2016-12-31$26,711
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$232
Contract administrator fees2016-12-31$3,963
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BRUNO DIBELLO & CO., L.L.C.
Accountancy firm EIN2016-12-31222414251

Form 5500 Responses for AUTOMOTIVE EMPLOYEE 401(K) PLAN

2022: AUTOMOTIVE EMPLOYEE 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: AUTOMOTIVE EMPLOYEE 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: AUTOMOTIVE EMPLOYEE 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: AUTOMOTIVE EMPLOYEE 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AUTOMOTIVE EMPLOYEE 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AUTOMOTIVE EMPLOYEE 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AUTOMOTIVE EMPLOYEE 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

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