401k Plan data: COUTESY OLDSMOBILE, INC 401(K) PROFIT SHARING PLAN plan

COUTESY OLDSMOBILE, INC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	COUTESY OLDSMOBILE, INC 401(K) PROFIT SHARING PLAN
Plan identification number	001

COUTESY OLDSMOBILE, 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.
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

COURTESY OLDSMOBILE DBA JIM SHORKEY FAMILY AUTOMOTIVE has sponsored the creation of one or more 401k plans.

Company Name: COURTESY OLDSMOBILE DBA JIM SHORKEY FAMILY AUTOMOTIVE

Employer identification number (EIN): 251094437

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COUTESY OLDSMOBILE, 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 2020-01-01 ELIZABETH ROBOSKY 2021-07-16 ELIZABETH ROBOSKY 2021-07-16
001 2019-01-01 ELIZABETH ROBOSKY 2020-09-25 ELIZABETH ROBOSKY 2020-09-25
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2013-01-01 GRETCHEN SHORKEY 2014-07-13 GRETCHEN SHORKEY 2014-07-13
001 2012-01-01 GRETCHEN SHORKEY 2013-06-14 GRETCHEN SHORKEY 2013-06-14
001 2011-01-01 GRETCHEN SHORKEY 2012-06-26 GRETCHEN SHORKEY 2012-06-26
001 2010-01-01 GRETCHEN SHORKEY 2011-07-19 GRETCHEN SHORKEY 2011-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01	ELIZABETH ROBOSKY	2021-07-16	ELIZABETH ROBOSKY	2021-07-16
001	2019-01-01	ELIZABETH ROBOSKY	2020-09-25	ELIZABETH ROBOSKY	2020-09-25
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2013-01-01	GRETCHEN SHORKEY	2014-07-13	GRETCHEN SHORKEY	2014-07-13
001	2012-01-01	GRETCHEN SHORKEY	2013-06-14	GRETCHEN SHORKEY	2013-06-14
001	2011-01-01	GRETCHEN SHORKEY	2012-06-26	GRETCHEN SHORKEY	2012-06-26
001	2010-01-01	GRETCHEN SHORKEY	2011-07-19	GRETCHEN SHORKEY	2011-07-19

Plan Statistics for COUTESY OLDSMOBILE, INC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for COUTESY OLDSMOBILE, INC 401(K) PROFIT SHARING PLAN

Measure Date Value
2020: COUTESY OLDSMOBILE, INC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 409
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 374
Number of other retired or separated participants entitled to future benefits 2020-01-01 54
Total of all active and inactive participants 2020-01-01 428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 428
Number of participants with account balances 2020-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: COUTESY OLDSMOBILE, INC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 328
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 546
Number of other retired or separated participants entitled to future benefits 2019-01-01 21
Total of all active and inactive participants 2019-01-01 567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 567
Number of participants with account balances 2019-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2017: COUTESY OLDSMOBILE, INC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 301
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 265
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 12
Total of all active and inactive participants 2017-01-01 277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 277
Number of participants with account balances 2017-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: COUTESY OLDSMOBILE, INC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 255
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 244
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 16
Total of all active and inactive participants 2016-01-01 260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 260
Number of participants with account balances 2016-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: COUTESY OLDSMOBILE, INC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 191
Number of retired or separated participants receiving benefits 2015-01-01 12
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 203
Number of participants with account balances 2015-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 2

Measure	Date	Value
2020: COUTESY OLDSMOBILE, INC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	409
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	374
Number of other retired or separated participants entitled to future benefits	2020-01-01	54
Total of all active and inactive participants	2020-01-01	428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	428
Number of participants with account balances	2020-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: COUTESY OLDSMOBILE, INC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	328
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	546
Number of other retired or separated participants entitled to future benefits	2019-01-01	21
Total of all active and inactive participants	2019-01-01	567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	567
Number of participants with account balances	2019-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2017: COUTESY OLDSMOBILE, INC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	301
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	265
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	12
Total of all active and inactive participants	2017-01-01	277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	277
Number of participants with account balances	2017-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: COUTESY OLDSMOBILE, INC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	255
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	244
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	16
Total of all active and inactive participants	2016-01-01	260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	260
Number of participants with account balances	2016-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: COUTESY OLDSMOBILE, INC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	191
Number of retired or separated participants receiving benefits	2015-01-01	12
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	203
Number of participants with account balances	2015-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	2

Financial Data on COUTESY OLDSMOBILE, INC 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2020 : COUTESY OLDSMOBILE, 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	$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	$1,276,461
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$121,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$102,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$753,936
Value of total assets at end of year	2020-12-31	$4,372,865
Value of total assets at beginning of year	2020-12-31	$3,217,869
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$19,055
Total interest from all sources	2020-12-31	$2,177
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	No
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$592,741
Participant contributions at end of year	2020-12-31	$81,285
Participant contributions at beginning of year	2020-12-31	$58,272
Participant contributions at end of year	2020-12-31	$65,183
Participant contributions at beginning of year	2020-12-31	$47,505
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$62,437
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	$1,154,996
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,372,865
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,217,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$4,173,128
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$3,103,949
Interest on participant loans	2020-12-31	$2,177
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$45,228
Net investment gain/loss from pooled separate accounts	2020-12-31	$520,348
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	$98,758
Employer contributions (assets) at end of year	2020-12-31	$8,041
Employer contributions (assets) at beginning of year	2020-12-31	$8,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$102,410
Contract administrator fees	2020-12-31	$19,055
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
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	LONG & ASSOCIATES PC
Accountancy firm EIN	2020-12-31	352009629
2019 : COUTESY OLDSMOBILE, 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	$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	$1,039,980
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$332,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$321,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$534,445
Value of total assets at end of year	2019-12-31	$3,217,869
Value of total assets at beginning of year	2019-12-31	$2,510,361
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$11,160
Total interest from all sources	2019-12-31	$1,392
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$410,380
Participant contributions at end of year	2019-12-31	$58,272
Participant contributions at beginning of year	2019-12-31	$36,960
Participant contributions at end of year	2019-12-31	$47,505
Participant contributions at beginning of year	2019-12-31	$25,820
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$53,138
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	$707,508
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,217,869
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,510,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,103,949
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,442,878
Interest on participant loans	2019-12-31	$1,392
Net investment gain/loss from pooled separate accounts	2019-12-31	$504,143
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	$70,927
Employer contributions (assets) at end of year	2019-12-31	$8,143
Employer contributions (assets) at beginning of year	2019-12-31	$4,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$321,312
Contract administrator fees	2019-12-31	$11,160
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LONG & ASSOCIATES PC
Accountancy firm EIN	2019-12-31	352009629
2018 : COUTESY OLDSMOBILE, INC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$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	$333,295
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$832,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$822,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$498,774
Value of total assets at end of year	2018-12-31	$2,510,361
Value of total assets at beginning of year	2018-12-31	$3,009,825
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$10,482
Total interest from all sources	2018-12-31	$2,420
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	No
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$262,197
Participant contributions at end of year	2018-12-31	$36,960
Participant contributions at beginning of year	2018-12-31	$43,490
Participant contributions at end of year	2018-12-31	$25,820
Participant contributions at beginning of year	2018-12-31	$26,673
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$190,576
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	$-499,464
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,510,361
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,009,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,442,878
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,935,218
Interest on participant loans	2018-12-31	$2,420
Net investment gain/loss from pooled separate accounts	2018-12-31	$-167,899
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	$46,001
Employer contributions (assets) at end of year	2018-12-31	$4,703
Employer contributions (assets) at beginning of year	2018-12-31	$4,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$822,277
Contract administrator fees	2018-12-31	$10,482
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
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	LONG & ASSOCIATES PC
Accountancy firm EIN	2018-12-31	352009629
2017 : COUTESY OLDSMOBILE, INC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$645,116
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$137,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$127,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$272,824
Value of total assets at end of year	2017-12-31	$3,009,825
Value of total assets at beginning of year	2017-12-31	$2,502,570
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$10,265
Total interest from all sources	2017-12-31	$2,904
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	No
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$235,807
Participant contributions at end of year	2017-12-31	$43,490
Participant contributions at beginning of year	2017-12-31	$29,619
Participant contributions at end of year	2017-12-31	$26,673
Participant contributions at beginning of year	2017-12-31	$16,100
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	$507,255
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,009,825
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,502,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$2,935,218
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,454,106
Interest on participant loans	2017-12-31	$2,904
Net investment gain/loss from pooled separate accounts	2017-12-31	$369,388
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	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	$37,017
Employer contributions (assets) at end of year	2017-12-31	$4,444
Employer contributions (assets) at beginning of year	2017-12-31	$2,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$127,596
Contract administrator fees	2017-12-31	$10,265
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	LONG & ASSOCIATES PC
Accountancy firm EIN	2017-12-31	352009629
2016 : COUTESY OLDSMOBILE, INC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$339,654
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$64,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$38,715
Expenses. Certain deemed distributions of participant loans	2016-12-31	$17,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$220,237
Value of total assets at end of year	2016-12-31	$2,502,570
Value of total assets at beginning of year	2016-12-31	$2,227,572
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,207
Total interest from all sources	2016-12-31	$2,470
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	No
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$190,815
Participant contributions at end of year	2016-12-31	$29,619
Participant contributions at beginning of year	2016-12-31	$62,187
Participant contributions at end of year	2016-12-31	$16,100
Participant contributions at beginning of year	2016-12-31	$15,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$274,998
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,502,570
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,227,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$8,207
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,454,106
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,147,735
Interest on participant loans	2016-12-31	$2,470
Net investment gain/loss from pooled separate accounts	2016-12-31	$116,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$29,422
Employer contributions (assets) at end of year	2016-12-31	$2,745
Employer contributions (assets) at beginning of year	2016-12-31	$2,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$38,715
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	LONG & ASSOCIATES PC
Accountancy firm EIN	2016-12-31	352009629
2015 : COUTESY OLDSMOBILE, INC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$207,303
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$41,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$33,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$249,085
Value of total assets at end of year	2015-12-31	$2,227,572
Value of total assets at beginning of year	2015-12-31	$2,061,296
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$7,126
Total interest from all sources	2015-12-31	$1,820
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$215
Was this plan covered by a fidelity bond	2015-12-31	No
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$200,322
Participant contributions at end of year	2015-12-31	$62,187
Participant contributions at beginning of year	2015-12-31	$57,149
Participant contributions at end of year	2015-12-31	$15,197
Participant contributions at beginning of year	2015-12-31	$10,127
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$16,283
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$1,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$166,276
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,227,572
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,061,296
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$6,911
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,147,735
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,991,321
Interest on participant loans	2015-12-31	$1,820
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Net investment gain/loss from pooled separate accounts	2015-12-31	$-43,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$32,480
Employer contributions (assets) at end of year	2015-12-31	$2,453
Employer contributions (assets) at beginning of year	2015-12-31	$1,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$33,901
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	LONG & ASSOCIATES PC
Accountancy firm EIN	2015-12-31	352009629

Form 5500 Responses for COUTESY OLDSMOBILE, INC 401(K) PROFIT SHARING PLAN

2020: COUTESY OLDSMOBILE, 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 – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: COUTESY OLDSMOBILE, 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 – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2017: COUTESY OLDSMOBILE, INC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: COUTESY OLDSMOBILE, INC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2015: COUTESY OLDSMOBILE, INC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	GP77890
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	GP77890
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	GP77890
Policy instance	1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number	77890
Policy instance	1

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Company Name:	COURTESY OLDSMOBILE DBA JIM SHORKEY FAMILY AUTOMOTIVE
Employer identification number (EIN):	251094437
NAIC Classification:	441110
NAIC Description:	New Car Dealers