401k Plan data: ROUTE 24 AUTO GROUP plan

ROUTE 24 AUTO GROUP 401k Plan overview

Plan Name	ROUTE 24 AUTO GROUP
Plan identification number	001

ROUTE 24 AUTO GROUP 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROUTE 24 AUTO GROUP has sponsored the creation of one or more 401k plans.

Company Name: ROUTE 24 AUTO GROUP

Employer identification number (EIN): 271022847

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROUTE 24 AUTO GROUP

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
001 2016-01-01 SARAH GIONFRIDDO 2017-06-30
001 2015-01-01 JOANNE MCHUGH 2016-10-17
001 2014-01-01 JOYCE CARNRIGHT 2015-06-18
001 2013-01-01 JOYCE CARNRIGHT 2014-07-17
001 2012-01-01 EDWARD KARDON 2015-09-08
001 2011-01-01 EDWARD D. KARDON 2012-12-21
001 2010-01-01 E J AUTO SALES INC 2011-07-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator 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
001	2016-01-01	SARAH GIONFRIDDO	2017-06-30
001	2015-01-01	JOANNE MCHUGH	2016-10-17
001	2014-01-01	JOYCE CARNRIGHT	2015-06-18
001	2013-01-01	JOYCE CARNRIGHT	2014-07-17
001	2012-01-01	EDWARD KARDON	2015-09-08
001	2011-01-01	EDWARD D. KARDON	2012-12-21
001	2010-01-01	E J AUTO SALES INC	2011-07-29

Plan Statistics for ROUTE 24 AUTO GROUP

401k plan membership statisitcs for ROUTE 24 AUTO GROUP

Measure Date Value
2022: ROUTE 24 AUTO GROUP 2022 401k membership
Total participants, beginning-of-year 2022-01-01 413
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 396
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 39
Total of all active and inactive participants 2022-01-01 435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 435
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 0
2021: ROUTE 24 AUTO GROUP 2021 401k membership
Total participants, beginning-of-year 2021-01-01 349
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 375
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 17
Total of all active and inactive participants 2021-01-01 392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 392
Number of participants with account balances 2021-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: ROUTE 24 AUTO GROUP 2020 401k membership
Total participants, beginning-of-year 2020-01-01 307
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 310
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 21
Total of all active and inactive participants 2020-01-01 331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 331
Number of participants with account balances 2020-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: ROUTE 24 AUTO GROUP 2019 401k membership
Total participants, beginning-of-year 2019-01-01 301
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 343
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 6
Total of all active and inactive participants 2019-01-01 349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 349
Number of participants with account balances 2019-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: ROUTE 24 AUTO GROUP 2018 401k membership
Total participants, beginning-of-year 2018-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 281
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 4
Total of all active and inactive participants 2018-01-01 285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 285
Number of participants with account balances 2018-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: ROUTE 24 AUTO GROUP 2017 401k membership
Total participants, beginning-of-year 2017-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 152
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 27
Total of all active and inactive participants 2017-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 179
Number of participants with account balances 2017-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 7

Measure	Date	Value
2022: ROUTE 24 AUTO GROUP 2022 401k membership
Total participants, beginning-of-year	2022-01-01	413
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	396
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	39
Total of all active and inactive participants	2022-01-01	435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	435
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	0
2021: ROUTE 24 AUTO GROUP 2021 401k membership
Total participants, beginning-of-year	2021-01-01	349
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	375
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	17
Total of all active and inactive participants	2021-01-01	392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	392
Number of participants with account balances	2021-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: ROUTE 24 AUTO GROUP 2020 401k membership
Total participants, beginning-of-year	2020-01-01	307
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	310
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	21
Total of all active and inactive participants	2020-01-01	331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	331
Number of participants with account balances	2020-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: ROUTE 24 AUTO GROUP 2019 401k membership
Total participants, beginning-of-year	2019-01-01	301
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	343
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	6
Total of all active and inactive participants	2019-01-01	349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	349
Number of participants with account balances	2019-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: ROUTE 24 AUTO GROUP 2018 401k membership
Total participants, beginning-of-year	2018-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	281
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	4
Total of all active and inactive participants	2018-01-01	285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	285
Number of participants with account balances	2018-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: ROUTE 24 AUTO GROUP 2017 401k membership
Total participants, beginning-of-year	2017-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	152
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	27
Total of all active and inactive participants	2017-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	179
Number of participants with account balances	2017-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	7

Financial Data on ROUTE 24 AUTO GROUP

Measure	Date	Value
2022 : ROUTE 24 AUTO GROUP 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$28,368
Total income from all sources (including contributions)	2022-12-31	$762,510
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$72,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$45,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,136,443
Value of total assets at end of year	2022-12-31	$2,784,429
Value of total assets at beginning of year	2022-12-31	$2,122,698
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$27,326
Total interest from all sources	2022-12-31	$1,410
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$150,473
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	$150,473
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$748,748
Participant contributions at end of year	2022-12-31	$31,532
Participant contributions at beginning of year	2022-12-31	$15,573
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$387,695
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$28,368
Other income not declared elsewhere	2022-12-31	$-781
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	$690,099
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,784,429
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,094,330
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,724,106
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$2,103,849
Interest on participant loans	2022-12-31	$895
Interest earned on other investments	2022-12-31	$503
Value of interest in common/collective trusts at end of year	2022-12-31	$15,751
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$6,206
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$12
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,276
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-180,409
Net investment gain/loss from pooled separate accounts	2022-12-31	$-344,634
Net investment gain or loss from common/collective trusts	2022-12-31	$8
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	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Employer contributions (assets) at end of year	2022-12-31	$6,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$45,085
Contract administrator fees	2022-12-31	$27,326
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	2022-12-31	Yes
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	WITHUM SMITH AND BROWN PC
Accountancy firm EIN	2022-12-31	222027092
2021 : ROUTE 24 AUTO GROUP 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	$28,368
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$28,368
Total income from all sources (including contributions)	2021-12-31	$812,438
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$270,301
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$243,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$587,374
Value of total assets at end of year	2021-12-31	$2,122,698
Value of total assets at beginning of year	2021-12-31	$1,580,561
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$27,021
Total interest from all sources	2021-12-31	$1,088
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
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	$531,822
Participant contributions at end of year	2021-12-31	$15,573
Participant contributions at beginning of year	2021-12-31	$29,281
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$55,552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$28,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$28,368
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	$542,137
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,094,330
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,552,193
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
Value of interest in pooled separate accounts at end of year	2021-12-31	$2,103,849
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$1,548,205
Interest on participant loans	2021-12-31	$1,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$3,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$3,075
Net investment gain/loss from pooled separate accounts	2021-12-31	$223,976
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	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$243,280
Contract administrator fees	2021-12-31	$27,021
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	2021-12-31	Yes
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	O'CONNOR & DREW, P.C.
Accountancy firm EIN	2021-12-31	043000523
2020 : ROUTE 24 AUTO GROUP 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	$83,231
Total income from all sources (including contributions)	2020-12-31	$620,105
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$249,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$229,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$404,458
Value of total assets at end of year	2020-12-31	$1,580,561
Value of total assets at beginning of year	2020-12-31	$1,293,531
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$20,043
Total interest from all sources	2020-12-31	$2,837
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	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
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	$404,458
Participant contributions at end of year	2020-12-31	$29,281
Participant contributions at beginning of year	2020-12-31	$69,522
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$5,871
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$83,231
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	$370,261
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,580,561
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,210,300
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 registered invesment companies (eg mutual funds) at end of year	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$895,091
Value of interest in pooled separate accounts at end of year	2020-12-31	$1,548,205
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$2,837
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$323,047
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$3,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Net investment gain/loss from pooled separate accounts	2020-12-31	$212,810
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	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$229,801
Contract administrator fees	2020-12-31	$20,043
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	Yes
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	Unqualified
Accountancy firm name	2020-12-31	O'CONNOR & DREW, P.C.
Accountancy firm EIN	2020-12-31	043000523
2019 : ROUTE 24 AUTO GROUP 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	$530,002
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$195,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$90,483
Value of total corrective distributions	2019-12-31	$92,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$343,413
Value of total assets at end of year	2019-12-31	$1,293,531
Value of total assets at beginning of year	2019-12-31	$959,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$12,694
Total interest from all sources	2019-12-31	$2,603
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$38,708
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	$38,708
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	$318,319
Participant contributions at end of year	2019-12-31	$69,522
Participant contributions at beginning of year	2019-12-31	$30,859
Participant contributions at end of year	2019-12-31	$5,871
Participant contributions at beginning of year	2019-12-31	$6,328
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$25,094
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	$334,489
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,293,531
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$959,042
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	$6,795
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$895,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$604,209
Interest on participant loans	2019-12-31	$2,603
Value of interest in common/collective trusts at end of year	2019-12-31	$323,047
Value of interest in common/collective trusts at beginning of year	2019-12-31	$317,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$139,658
Net investment gain or loss from common/collective trusts	2019-12-31	$5,620
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	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$90,483
Contract administrator fees	2019-12-31	$5,899
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	O'CONNOR & DREW, P.C.
Accountancy firm EIN	2019-12-31	043000523
2018 : ROUTE 24 AUTO GROUP 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	$275,835
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$147,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$136,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$323,423
Value of total assets at end of year	2018-12-31	$959,042
Value of total assets at beginning of year	2018-12-31	$830,980
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$10,861
Total interest from all sources	2018-12-31	$1,429
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$36,527
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	$36,527
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	Yes
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	$275,903
Participant contributions at end of year	2018-12-31	$30,859
Participant contributions at beginning of year	2018-12-31	$32,532
Participant contributions at end of year	2018-12-31	$6,328
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$47,520
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	$128,062
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$959,042
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$830,980
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	$4,959
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$604,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$515,218
Interest on participant loans	2018-12-31	$1,429
Value of interest in common/collective trusts at end of year	2018-12-31	$317,646
Value of interest in common/collective trusts at beginning of year	2018-12-31	$283,230
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-90,030
Net investment gain or loss from common/collective trusts	2018-12-31	$4,486
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	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$136,912
Contract administrator fees	2018-12-31	$5,902
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	Yes
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	O'CONNOR & DREW, P.C.
Accountancy firm EIN	2018-12-31	043000523
2017 : ROUTE 24 AUTO GROUP 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	$257,573
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$85,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$84,894
Expenses. Certain deemed distributions of participant loans	2017-12-31	$47
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$187,752
Value of total assets at end of year	2017-12-31	$830,980
Value of total assets at beginning of year	2017-12-31	$658,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$600
Total interest from all sources	2017-12-31	$2,277
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$37,794
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	$37,794
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$66,000
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	$187,752
Participant contributions at end of year	2017-12-31	$32,532
Participant contributions at beginning of year	2017-12-31	$52,471
Other income not declared elsewhere	2017-12-31	$232
Administrative expenses (other) incurred	2017-12-31	$600
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	$172,032
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$830,980
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$658,948
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 registered invesment companies (eg mutual funds) at end of year	2017-12-31	$515,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$368,477
Interest on participant loans	2017-12-31	$1,751
Value of interest in common/collective trusts at end of year	2017-12-31	$283,230
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$238,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$238,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$526
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$29,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$84,894
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	O'CONNOR & DREW, P.C.
Accountancy firm EIN	2017-12-31	043000523

Form 5500 Responses for ROUTE 24 AUTO GROUP

2022: ROUTE 24 AUTO GROUP 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ROUTE 24 AUTO GROUP 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ROUTE 24 AUTO GROUP 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 funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROUTE 24 AUTO GROUP 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: ROUTE 24 AUTO GROUP 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROUTE 24 AUTO GROUP 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932534-00052

Policy instance

Insurance contract or identification number	932534-00052
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932534-00052

Policy instance

Insurance contract or identification number	932534-00052
Number of Individuals Covered	109
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $9,378
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,378
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	NA
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

932534-00052

Policy instance

Insurance contract or identification number	932534-00052
Number of Individuals Covered	114
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $2,399
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,399
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	NA
Insurance broker organization code?	3

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Company Name:	ROUTE 24 AUTO GROUP
Employer identification number (EIN):	271022847
NAIC Classification:	441110
NAIC Description:	New Car Dealers