401k Plan data: MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN plan

MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MARTY SUSSMAN ORGANIZATION has sponsored the creation of one or more 401k plans.

Company Name: MARTY SUSSMAN ORGANIZATION

Employer identification number (EIN): 232087732

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ERIC SUSSMAN

Plan Statistics for MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 309
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 152
Number of retired or separated participants receiving benefits 2022-01-01 6
Number of other retired or separated participants entitled to future benefits 2022-01-01 48
Total of all active and inactive participants 2022-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 207
Number of participants with account balances 2022-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 7
2021: MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 323
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 156
Number of retired or separated participants receiving benefits 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 143
Total of all active and inactive participants 2021-01-01 308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 309
Number of participants with account balances 2021-01-01 303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 18
2020: MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 321
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 170
Number of retired or separated participants receiving benefits 2020-01-01 11
Number of other retired or separated participants entitled to future benefits 2020-01-01 141
Total of all active and inactive participants 2020-01-01 322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 322
Number of participants with account balances 2020-01-01 307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 21
2019: MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 276
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 226
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 92
Total of all active and inactive participants 2019-01-01 318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 318
Number of participants with account balances 2019-01-01 293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 266
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 168
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 106
Total of all active and inactive participants 2018-01-01 275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 276
Number of participants with account balances 2018-01-01 276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 14
2017: MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 257
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 159
Number of retired or separated participants receiving benefits 2017-01-01 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 103
Total of all active and inactive participants 2017-01-01 266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 266
Number of participants with account balances 2017-01-01 266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5

Measure	Date	Value
2022: MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	309
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	152
Number of retired or separated participants receiving benefits	2022-01-01	6
Number of other retired or separated participants entitled to future benefits	2022-01-01	48
Total of all active and inactive participants	2022-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	207
Number of participants with account balances	2022-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	7
2021: MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	323
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	156
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	143
Total of all active and inactive participants	2021-01-01	308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	309
Number of participants with account balances	2021-01-01	303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	18
2020: MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	321
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	170
Number of retired or separated participants receiving benefits	2020-01-01	11
Number of other retired or separated participants entitled to future benefits	2020-01-01	141
Total of all active and inactive participants	2020-01-01	322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	322
Number of participants with account balances	2020-01-01	307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	21
2019: MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	276
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	226
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	92
Total of all active and inactive participants	2019-01-01	318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	318
Number of participants with account balances	2019-01-01	293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	266
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	168
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	106
Total of all active and inactive participants	2018-01-01	275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	276
Number of participants with account balances	2018-01-01	276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	14
2017: MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	257
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	159
Number of retired or separated participants receiving benefits	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	103
Total of all active and inactive participants	2017-01-01	266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	266
Number of participants with account balances	2017-01-01	266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5

Financial Data on MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$6,450
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$26,494
Total income from all sources (including contributions)	2022-12-31	$-4,448,863
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$10,226,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$10,149,456
Value of total corrective distributions	2022-12-31	$8,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$448,851
Value of total assets at end of year	2022-12-31	$11,440,151
Value of total assets at beginning of year	2022-12-31	$26,135,687
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$68,347
Total interest from all sources	2022-12-31	$8,985
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$584,431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$584,431
Administrative expenses professional fees incurred	2022-12-31	$13,000
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$411,591
Participant contributions at end of year	2022-12-31	$76,193
Participant contributions at beginning of year	2022-12-31	$223,681
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$968
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$909
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$854
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$5,734
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$6,450
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$26,494
Other income not declared elsewhere	2022-12-31	$4,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-14,675,492
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$11,433,701
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$26,109,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$10,683,144
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$24,242,332
Interest on participant loans	2022-12-31	$8,174
Value of interest in common/collective trusts at end of year	2022-12-31	$3,046
Value of interest in common/collective trusts at beginning of year	2022-12-31	$17,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$640,563
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$1,421,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$1,421,893
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$811
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,496,216
Net investment gain or loss from common/collective trusts	2022-12-31	$104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$36,351
Employer contributions (assets) at end of year	2022-12-31	$36,351
Employer contributions (assets) at beginning of year	2022-12-31	$223,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$10,149,456
Contract administrator fees	2022-12-31	$50,347
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	GELMAN & PELESH, P.C.
Accountancy firm EIN	2022-12-31	232850291
2021 : MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$26,494
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$21,536
Total income from all sources (including contributions)	2021-12-31	$4,554,270
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,213,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,130,031
Value of total corrective distributions	2021-12-31	$7,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$858,461
Value of total assets at end of year	2021-12-31	$26,135,687
Value of total assets at beginning of year	2021-12-31	$23,790,016
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$76,338
Total interest from all sources	2021-12-31	$13,593
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,393,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,393,081
Administrative expenses professional fees incurred	2021-12-31	$12,000
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$634,784
Participant contributions at end of year	2021-12-31	$223,681
Participant contributions at beginning of year	2021-12-31	$284,053
Participant contributions at end of year	2021-12-31	$968
Participant contributions at beginning of year	2021-12-31	$31,007
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$5,734
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$38,035
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$26,494
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$21,536
Other income not declared elsewhere	2021-12-31	$-11,191
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,340,713
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$26,109,193
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$23,768,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$24,242,332
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$21,035,287
Interest on participant loans	2021-12-31	$13,577
Value of interest in common/collective trusts at end of year	2021-12-31	$17,402
Value of interest in common/collective trusts at beginning of year	2021-12-31	$17,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$1,421,893
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$2,164,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$2,164,251
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$2,300,283
Net investment gain or loss from common/collective trusts	2021-12-31	$43
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$223,677
Employer contributions (assets) at end of year	2021-12-31	$223,677
Employer contributions (assets) at beginning of year	2021-12-31	$220,078
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,130,031
Contract administrator fees	2021-12-31	$59,338
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	GELMAN & PELESH, P.C.
Accountancy firm EIN	2021-12-31	232850291
2020 : MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$21,536
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$24,051
Total income from all sources (including contributions)	2020-12-31	$4,593,113
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$779,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$683,303
Value of total corrective distributions	2020-12-31	$26,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$894,606
Value of total assets at end of year	2020-12-31	$23,790,016
Value of total assets at beginning of year	2020-12-31	$19,978,450
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$69,217
Total interest from all sources	2020-12-31	$17,675
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$776,427
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$776,427
Administrative expenses professional fees incurred	2020-12-31	$11,000
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$626,811
Participant contributions at end of year	2020-12-31	$284,053
Participant contributions at beginning of year	2020-12-31	$286,583
Participant contributions at end of year	2020-12-31	$31,007
Participant contributions at beginning of year	2020-12-31	$15,526
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$47,717
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$38,035
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$7,739
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$21,536
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$24,051
Other income not declared elsewhere	2020-12-31	$7,578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,814,081
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$23,768,480
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$19,954,399
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$21,035,287
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,402,131
Interest on participant loans	2020-12-31	$17,675
Value of interest in common/collective trusts at end of year	2020-12-31	$17,305
Value of interest in common/collective trusts at beginning of year	2020-12-31	$36,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$2,164,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$2,005,628
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$2,005,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,896,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$220,078
Employer contributions (assets) at end of year	2020-12-31	$220,078
Employer contributions (assets) at beginning of year	2020-12-31	$223,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$683,303
Contract administrator fees	2020-12-31	$53,217
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	GELMAN & PELESH, P.C.
Accountancy firm EIN	2020-12-31	232850291
2019 : MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING 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	$24,051
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$20,105
Total income from all sources (including contributions)	2019-12-31	$4,639,817
Total loss/gain on sale of assets	2019-12-31	$311,710
Total of all expenses incurred	2019-12-31	$1,059,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$970,387
Value of total corrective distributions	2019-12-31	$15,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$886,285
Value of total assets at end of year	2019-12-31	$19,978,450
Value of total assets at beginning of year	2019-12-31	$16,394,295
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$73,498
Total interest from all sources	2019-12-31	$18,673
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$718,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$718,586
Administrative expenses professional fees incurred	2019-12-31	$15,802
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$662,390
Participant contributions at end of year	2019-12-31	$286,583
Participant contributions at beginning of year	2019-12-31	$342,709
Participant contributions at end of year	2019-12-31	$15,526
Participant contributions at beginning of year	2019-12-31	$8,928
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$7,739
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$4,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$24,051
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$20,105
Other income not declared elsewhere	2019-12-31	$4,380
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,580,209
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$19,954,399
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$16,374,190
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
Investment advisory and management fees	2019-12-31	$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,402,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$14,415,504
Interest on participant loans	2019-12-31	$18,673
Value of interest in common/collective trusts at end of year	2019-12-31	$36,948
Value of interest in common/collective trusts at beginning of year	2019-12-31	$59,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$2,005,628
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,405,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,405,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,700,183
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	$223,895
Employer contributions (assets) at end of year	2019-12-31	$223,895
Employer contributions (assets) at beginning of year	2019-12-31	$157,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$970,387
Contract administrator fees	2019-12-31	$52,696
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
Aggregate proceeds on sale of assets	2019-12-31	$2,661,344
Aggregate carrying amount (costs) on sale of assets	2019-12-31	$2,349,634
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	GELMAN & PELESH, P.C.
Accountancy firm EIN	2019-12-31	232850291
2018 : MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$20,105
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$17,748
Total income from all sources (including contributions)	2018-12-31	$267,995
Total loss/gain on sale of assets	2018-12-31	$77,341
Total of all expenses incurred	2018-12-31	$994,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$918,326
Value of total corrective distributions	2018-12-31	$12,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$782,229
Value of total assets at end of year	2018-12-31	$16,394,295
Value of total assets at beginning of year	2018-12-31	$17,118,666
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$63,713
Total interest from all sources	2018-12-31	$18,286
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$917,751
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	$917,751
Administrative expenses professional fees incurred	2018-12-31	$58,713
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
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	$624,896
Participant contributions at end of year	2018-12-31	$342,709
Participant contributions at beginning of year	2018-12-31	$354,583
Participant contributions at end of year	2018-12-31	$8,928
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$4,841
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$15,248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$20,105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$17,748
Other income not declared elsewhere	2018-12-31	$4,714
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	$-726,728
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$16,374,190
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$17,100,918
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	$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$14,415,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$15,133,708
Interest on participant loans	2018-12-31	$18,286
Value of interest in common/collective trusts at end of year	2018-12-31	$59,244
Value of interest in common/collective trusts at beginning of year	2018-12-31	$45,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,405,736
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,409,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,409,274
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,532,326
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	$157,333
Employer contributions (assets) at end of year	2018-12-31	$157,333
Employer contributions (assets) at beginning of year	2018-12-31	$160,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$918,326
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	$4,705,012
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$4,627,671
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	GELMAN & PELESH, P.C.
Accountancy firm EIN	2018-12-31	232850291
2017 : MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$17,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$24,631
Total income from all sources (including contributions)	2017-12-31	$3,260,221
Total loss/gain on sale of assets	2017-12-31	$1,326,163
Total of all expenses incurred	2017-12-31	$555,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$478,143
Value of total corrective distributions	2017-12-31	$12,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$773,717
Value of total assets at end of year	2017-12-31	$17,118,666
Value of total assets at beginning of year	2017-12-31	$14,421,283
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$65,768
Total interest from all sources	2017-12-31	$15,781
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$901,908
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$901,908
Administrative expenses professional fees incurred	2017-12-31	$60,768
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	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	$612,944
Participant contributions at end of year	2017-12-31	$354,583
Participant contributions at beginning of year	2017-12-31	$289,465
Participant contributions at beginning of year	2017-12-31	$7,600
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$15,248
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$13,696
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$17,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$24,631
Other income not declared elsewhere	2017-12-31	$44,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,704,266
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$17,100,918
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$14,396,652
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
Investment advisory and management fees	2017-12-31	$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$15,133,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$11,870,758
Interest on participant loans	2017-12-31	$15,781
Value of interest in common/collective trusts at end of year	2017-12-31	$45,080
Value of interest in common/collective trusts at beginning of year	2017-12-31	$67,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,409,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,965,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,965,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$197,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
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	$160,773
Employer contributions (assets) at end of year	2017-12-31	$160,773
Employer contributions (assets) at beginning of year	2017-12-31	$207,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$478,143
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
Aggregate proceeds on sale of assets	2017-12-31	$21,604,241
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$20,278,078
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	GELMAN & PELESH, P.C.
Accountancy firm EIN	2017-12-31	232850291

Form 5500 Responses for MARTY SUSSMAN ORGANIZATION, INC. 401(K) PROFIT SHARING PLAN

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

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Company Name:	MARTY SUSSMAN ORGANIZATION
Employer identification number (EIN):	232087732
NAIC Classification:	441110
NAIC Description:	New Car Dealers