401k Plan data: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN plan

ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN
Plan identification number	001

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

401k Sponsoring company profile

BLAISE ALEXANDER MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: BLAISE ALEXANDER MANAGEMENT, INC.

Employer identification number (EIN): 271575032

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 AUBREY ALEXANDER 2023-10-04 RALPH DIODATA 2023-10-04
001 2021-01-01 AUBREY ALEXANDER 2022-10-06 RALPH DIODATA 2022-10-06
001 2020-01-01 AUBREY ALEXANDER 2021-09-23 RALPH DIODATA 2021-09-23
001 2019-01-01 AUBREY ALEXANDER 2020-10-05 RALPH DIODATA 2020-10-05
001 2018-01-01 AUBREY ALEXANDER 2019-09-16 RALPH DIODATA 2019-09-16
001 2017-01-01
001 2016-01-01 AUBREY ALEXANDER
001 2015-01-01 AUBREY ALEXANDER
001 2014-01-01 AUBREY ALEXANDER
001 2013-01-01 BLAISE ALEXANDER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	AUBREY ALEXANDER	2023-10-04	RALPH DIODATA	2023-10-04
001	2021-01-01	AUBREY ALEXANDER	2022-10-06	RALPH DIODATA	2022-10-06
001	2020-01-01	AUBREY ALEXANDER	2021-09-23	RALPH DIODATA	2021-09-23
001	2019-01-01	AUBREY ALEXANDER	2020-10-05	RALPH DIODATA	2020-10-05
001	2018-01-01	AUBREY ALEXANDER	2019-09-16	RALPH DIODATA	2019-09-16
001	2017-01-01
001	2016-01-01	AUBREY ALEXANDER
001	2015-01-01	AUBREY ALEXANDER
001	2014-01-01	AUBREY ALEXANDER
001	2013-01-01	BLAISE ALEXANDER

Plan Statistics for ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 836
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 745
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 135
Total of all active and inactive participants 2022-01-01 880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 881
Number of participants with account balances 2022-01-01 642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 38
2021: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 821
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 693
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 130
Total of all active and inactive participants 2021-01-01 823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 824
Number of participants with account balances 2021-01-01 584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 41
2020: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 750
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 644
Number of retired or separated participants receiving benefits 2020-01-01 7
Number of other retired or separated participants entitled to future benefits 2020-01-01 123
Total of all active and inactive participants 2020-01-01 774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 774
Number of participants with account balances 2020-01-01 568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 36
2019: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 685
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 612
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 108
Total of all active and inactive participants 2019-01-01 720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 720
Number of participants with account balances 2019-01-01 520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 38
2018: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 656
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 584
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 92
Total of all active and inactive participants 2018-01-01 676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 676
Number of participants with account balances 2018-01-01 489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 52
2017: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 662
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 548
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 82
Total of all active and inactive participants 2017-01-01 630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 630
Number of participants with account balances 2017-01-01 442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 63
2016: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 603
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 569
Number of retired or separated participants receiving benefits 2016-01-01 67
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 636
Number of participants with account balances 2016-01-01 423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 44
2015: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 556
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 565
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 43
Total of all active and inactive participants 2015-01-01 608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 608
Number of participants with account balances 2015-01-01 346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 31
2014: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 536
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 520
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 37
Total of all active and inactive participants 2014-01-01 557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 557
Number of participants with account balances 2014-01-01 301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 22
2013: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 453
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 469
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 35
Total of all active and inactive participants 2013-01-01 504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 504
Number of participants with account balances 2013-01-01 271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 21

Measure	Date	Value
2022: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	836
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	745
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	135
Total of all active and inactive participants	2022-01-01	880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	881
Number of participants with account balances	2022-01-01	642
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	38
2021: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	821
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	693
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	130
Total of all active and inactive participants	2021-01-01	823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	824
Number of participants with account balances	2021-01-01	584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	41
2020: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	750
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	644
Number of retired or separated participants receiving benefits	2020-01-01	7
Number of other retired or separated participants entitled to future benefits	2020-01-01	123
Total of all active and inactive participants	2020-01-01	774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	774
Number of participants with account balances	2020-01-01	568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	36
2019: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	685
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	612
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	108
Total of all active and inactive participants	2019-01-01	720
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	720
Number of participants with account balances	2019-01-01	520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	38
2018: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	656
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	584
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	92
Total of all active and inactive participants	2018-01-01	676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	676
Number of participants with account balances	2018-01-01	489
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	52
2017: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	662
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	548
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	82
Total of all active and inactive participants	2017-01-01	630
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	630
Number of participants with account balances	2017-01-01	442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	63
2016: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	603
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	569
Number of retired or separated participants receiving benefits	2016-01-01	67
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	636
Number of participants with account balances	2016-01-01	423
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	44
2015: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	556
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	565
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	43
Total of all active and inactive participants	2015-01-01	608
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	608
Number of participants with account balances	2015-01-01	346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	31
2014: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	536
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	520
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	37
Total of all active and inactive participants	2014-01-01	557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	557
Number of participants with account balances	2014-01-01	301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	22
2013: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	453
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	469
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	35
Total of all active and inactive participants	2013-01-01	504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	504
Number of participants with account balances	2013-01-01	271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	21

Financial Data on ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-371,211
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,101,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,893,816
Value of total corrective distributions	2022-12-31	$36,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,106,031
Value of total assets at end of year	2022-12-31	$24,065,678
Value of total assets at beginning of year	2022-12-31	$26,538,294
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$171,165
Total interest from all sources	2022-12-31	$33,406
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,577,889
Participant contributions at end of year	2022-12-31	$744,685
Participant contributions at beginning of year	2022-12-31	$677,895
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,001,498
Administrative expenses (other) incurred	2022-12-31	$23,097
Total non interest bearing cash at end of year	2022-12-31	$27,594
Total non interest bearing cash at beginning of year	2022-12-31	$586,153
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	$-2,472,616
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$24,065,678
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$26,538,294
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	$23,293,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$25,272,258
Interest on participant loans	2022-12-31	$33,406
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,510,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$526,644
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$1,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,893,816
Contract administrator fees	2022-12-31	$148,068
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	GEARHART, WEINECKE & VERRASTRO, PC
Accountancy firm EIN	2022-12-31	474766528
2021 : ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$6,365,436
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,865,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,677,416
Value of total corrective distributions	2021-12-31	$8,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,615,522
Value of total assets at end of year	2021-12-31	$26,538,294
Value of total assets at beginning of year	2021-12-31	$22,038,339
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$179,218
Total interest from all sources	2021-12-31	$36,442
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	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,384,533
Participant contributions at end of year	2021-12-31	$677,895
Participant contributions at beginning of year	2021-12-31	$686,450
Participant contributions at beginning of year	2021-12-31	$3,443
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$746,039
Other income not declared elsewhere	2021-12-31	$-161
Administrative expenses (other) incurred	2021-12-31	$33,035
Total non interest bearing cash at end of year	2021-12-31	$586,153
Total non interest bearing cash at beginning of year	2021-12-31	$24,237
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	$4,499,955
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$26,538,294
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$22,038,339
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 registered invesment companies (eg mutual funds) at end of year	2021-12-31	$25,272,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$21,323,370
Interest on participant loans	2021-12-31	$36,442
Net investment gain/loss from pooled separate accounts	2021-12-31	$2,713,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$484,950
Employer contributions (assets) at end of year	2021-12-31	$1,988
Employer contributions (assets) at beginning of year	2021-12-31	$839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,677,416
Contract administrator fees	2021-12-31	$146,183
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	GEARHART, WEINECKE & VERRASTRO, PC
Accountancy firm EIN	2021-12-31	474766528
2020 : ALEXANDER FAMILY DEALERSHIPS 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	$5,232,542
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,461,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,299,179
Value of total corrective distributions	2020-12-31	$20,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,385,113
Value of total assets at end of year	2020-12-31	$22,038,339
Value of total assets at beginning of year	2020-12-31	$18,266,915
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$141,759
Total interest from all sources	2020-12-31	$40,561
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	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,745,479
Participant contributions at end of year	2020-12-31	$686,450
Participant contributions at beginning of year	2020-12-31	$743,305
Participant contributions at end of year	2020-12-31	$3,443
Participant contributions at beginning of year	2020-12-31	$138
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$271,716
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$1,026
Administrative expenses (other) incurred	2020-12-31	$17,260
Total non interest bearing cash at end of year	2020-12-31	$24,237
Total non interest bearing cash at beginning of year	2020-12-31	$25,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,771,424
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$22,038,339
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$18,266,915
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	$21,323,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$17,497,466
Interest on participant loans	2020-12-31	$40,561
Net investment gain/loss from pooled separate accounts	2020-12-31	$2,806,868
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
Contributions received in cash from employer	2020-12-31	$367,918
Employer contributions (assets) at end of year	2020-12-31	$839
Employer contributions (assets) at beginning of year	2020-12-31	$593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,298,153
Contract administrator fees	2020-12-31	$124,499
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	GEARHART, WEINECKE & VERRASTRO, PC
Accountancy firm EIN	2020-12-31	474766528
2019 : ALEXANDER FAMILY DEALERSHIPS 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	$5,186,242
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,761,457
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,477,229
Expenses. Certain deemed distributions of participant loans	2019-12-31	$117,959
Value of total corrective distributions	2019-12-31	$21,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,204,491
Value of total assets at end of year	2019-12-31	$18,266,915
Value of total assets at beginning of year	2019-12-31	$14,842,130
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$144,337
Total interest from all sources	2019-12-31	$41,772
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
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	$1,592,652
Participant contributions at end of year	2019-12-31	$743,305
Participant contributions at beginning of year	2019-12-31	$745,641
Participant contributions at end of year	2019-12-31	$138
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$266,890
Other income not declared elsewhere	2019-12-31	$1,756
Administrative expenses (other) incurred	2019-12-31	$28,100
Total non interest bearing cash at end of year	2019-12-31	$25,413
Total non interest bearing cash at beginning of year	2019-12-31	$25,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$3,424,785
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$18,266,915
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,842,130
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 registered invesment companies (eg mutual funds) at end of year	2019-12-31	$17,497,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$14,070,596
Interest on participant loans	2019-12-31	$41,772
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,938,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
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	$344,949
Employer contributions (assets) at end of year	2019-12-31	$593
Employer contributions (assets) at beginning of year	2019-12-31	$17
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,477,229
Contract administrator fees	2019-12-31	$116,237
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	GEARHART, WEINECKE & VERRASTRO, PC
Accountancy firm EIN	2019-12-31	474766528
2018 : ALEXANDER FAMILY DEALERSHIPS 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	$1,902,772
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,955,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,744,728
Expenses. Certain deemed distributions of participant loans	2018-12-31	$101,587
Value of total corrective distributions	2018-12-31	$13,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,806,918
Value of total assets at end of year	2018-12-31	$14,842,130
Value of total assets at beginning of year	2018-12-31	$14,894,838
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$95,638
Total interest from all sources	2018-12-31	$37,388
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	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,531,157
Participant contributions at end of year	2018-12-31	$745,641
Participant contributions at beginning of year	2018-12-31	$687,327
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$6,900
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$955,298
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$103
Other income not declared elsewhere	2018-12-31	$5,390
Administrative expenses (other) incurred	2018-12-31	$30,495
Total non interest bearing cash at end of year	2018-12-31	$25,876
Total non interest bearing cash at beginning of year	2018-12-31	$21,656
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	$-52,708
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$14,842,130
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$14,894,838
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 registered invesment companies (eg mutual funds) at end of year	2018-12-31	$14,070,596
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$14,177,500
Income. Interest from loans (other than to participants)	2018-12-31	$37,388
Net investment gain/loss from pooled separate accounts	2018-12-31	$-946,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
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	$320,463
Employer contributions (assets) at end of year	2018-12-31	$17
Employer contributions (assets) at beginning of year	2018-12-31	$1,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,744,625
Contract administrator fees	2018-12-31	$65,143
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	GEARHART, WIENECKE & VERRASTRO, PC
Accountancy firm EIN	2018-12-31	474766528
2017 : ALEXANDER FAMILY DEALERSHIPS 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	$4,537,634
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,340,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,271,316
Expenses. Certain deemed distributions of participant loans	2017-12-31	$14,388
Value of total corrective distributions	2017-12-31	$17,655
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,703,183
Value of total assets at end of year	2017-12-31	$14,894,838
Value of total assets at beginning of year	2017-12-31	$11,697,320
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$36,757
Total interest from all sources	2017-12-31	$28,312
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
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	$1,433,381
Participant contributions at end of year	2017-12-31	$687,327
Participant contributions at beginning of year	2017-12-31	$672,717
Participant contributions at end of year	2017-12-31	$6,900
Participant contributions at beginning of year	2017-12-31	$5,983
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$972,134
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$784
Other income not declared elsewhere	2017-12-31	$8,733
Administrative expenses (other) incurred	2017-12-31	$32,740
Total non interest bearing cash at end of year	2017-12-31	$21,656
Total non interest bearing cash at beginning of year	2017-12-31	$28,663
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	$3,197,518
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$14,894,838
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,697,320
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	$14,177,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,988,620
Interest on participant loans	2017-12-31	$28,312
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,797,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$297,668
Employer contributions (assets) at end of year	2017-12-31	$1,455
Employer contributions (assets) at beginning of year	2017-12-31	$1,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,270,532
Contract administrator fees	2017-12-31	$4,017
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	GEARHART, WIENECKE & VERRASTRO, PC
Accountancy firm EIN	2017-12-31	474766528
2016 : ALEXANDER FAMILY DEALERSHIPS 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	$2,653,239
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,808,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,743,460
Expenses. Certain deemed distributions of participant loans	2016-12-31	$7,455
Value of total corrective distributions	2016-12-31	$40,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,804,507
Value of total assets at end of year	2016-12-31	$11,697,320
Value of total assets at beginning of year	2016-12-31	$10,852,156
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$17,058
Total interest from all sources	2016-12-31	$23,602
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
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	$1,369,969
Participant contributions at end of year	2016-12-31	$672,717
Participant contributions at beginning of year	2016-12-31	$486,617
Participant contributions at end of year	2016-12-31	$5,983
Participant contributions at beginning of year	2016-12-31	$513
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$153,103
Other income not declared elsewhere	2016-12-31	$2,278
Administrative expenses (other) incurred	2016-12-31	$15,490
Total non interest bearing cash at end of year	2016-12-31	$28,663
Total non interest bearing cash at beginning of year	2016-12-31	$17,522
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	$845,164
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,697,320
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,852,156
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$10,988,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$10,347,398
Income. Interest from loans (other than to participants)	2016-12-31	$23,602
Net investment gain/loss from pooled separate accounts	2016-12-31	$822,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
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	$281,435
Employer contributions (assets) at end of year	2016-12-31	$1,337
Employer contributions (assets) at beginning of year	2016-12-31	$106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,743,460
Contract administrator fees	2016-12-31	$1,568
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	GEARHART, WIENECKE & VERRASTRO, PC
Accountancy firm EIN	2016-12-31	474766528
2015 : ALEXANDER FAMILY DEALERSHIPS 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	$2,441,099
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$798,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$727,742
Expenses. Certain deemed distributions of participant loans	2015-12-31	$17,295
Value of total corrective distributions	2015-12-31	$31,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,644,610
Value of total assets at end of year	2015-12-31	$10,852,156
Value of total assets at beginning of year	2015-12-31	$9,209,086
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$21,673
Total interest from all sources	2015-12-31	$17,123
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
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	$1,241,425
Participant contributions at end of year	2015-12-31	$486,617
Participant contributions at beginning of year	2015-12-31	$221,284
Participant contributions at end of year	2015-12-31	$513
Participant contributions at beginning of year	2015-12-31	$112
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,150,871
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$1,703
Other income not declared elsewhere	2015-12-31	$5,997
Administrative expenses (other) incurred	2015-12-31	$20,395
Total non interest bearing cash at end of year	2015-12-31	$17,522
Total non interest bearing cash at beginning of year	2015-12-31	$11,715
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,643,070
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,852,156
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,209,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$10,347,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$8,975,863
Interest on participant loans	2015-12-31	$17,123
Net investment gain/loss from pooled separate accounts	2015-12-31	$-226,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
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	$252,314
Employer contributions (assets) at end of year	2015-12-31	$106
Employer contributions (assets) at beginning of year	2015-12-31	$112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$726,039
Contract administrator fees	2015-12-31	$1,278
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	GEARHART, WIENECKE & VERRASTRO, PC
Accountancy firm EIN	2015-12-31	474766528
2014 : ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,813,187
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$921,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$808,037
Expenses. Certain deemed distributions of participant loans	2014-12-31	$7,186
Value of total corrective distributions	2014-12-31	$80,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,382,986
Value of total assets at end of year	2014-12-31	$9,209,086
Value of total assets at beginning of year	2014-12-31	$8,317,227
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$25,219
Total interest from all sources	2014-12-31	$10,661
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,075,121
Participant contributions at end of year	2014-12-31	$221,284
Participant contributions at beginning of year	2014-12-31	$203,592
Participant contributions at end of year	2014-12-31	$112
Participant contributions at beginning of year	2014-12-31	$398
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$89,396
Administrative expenses (other) incurred	2014-12-31	$10,051
Total non interest bearing cash at end of year	2014-12-31	$11,715
Total non interest bearing cash at beginning of year	2014-12-31	$15,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$891,859
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,209,086
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,317,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$8,975,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,097,724
Interest on participant loans	2014-12-31	$10,642
Interest earned on other investments	2014-12-31	$19
Net investment gain/loss from pooled separate accounts	2014-12-31	$419,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$218,469
Employer contributions (assets) at end of year	2014-12-31	$112
Employer contributions (assets) at beginning of year	2014-12-31	$100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$808,037
Contract administrator fees	2014-12-31	$15,168
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	GEARHART AND ASSOCIATES, PC
Accountancy firm EIN	2014-12-31	232751641
2013 : ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,431,041
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$645,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$601,029
Expenses. Certain deemed distributions of participant loans	2013-12-31	$21,723
Value of total corrective distributions	2013-12-31	$10,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,453,159
Value of total assets at end of year	2013-12-31	$8,317,227
Value of total assets at beginning of year	2013-12-31	$6,531,360
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$11,741
Total interest from all sources	2013-12-31	$10,152
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$960,713
Participant contributions at end of year	2013-12-31	$203,592
Participant contributions at beginning of year	2013-12-31	$156,844
Participant contributions at end of year	2013-12-31	$398
Participant contributions at beginning of year	2013-12-31	$39,677
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$298,124
Other income not declared elsewhere	2013-12-31	$183
Administrative expenses (other) incurred	2013-12-31	$11,185
Total non interest bearing cash at end of year	2013-12-31	$15,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,785,867
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,317,227
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$6,531,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$8,097,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,861,450
Interest on participant loans	2013-12-31	$10,152
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$464,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$464,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$225,586
Net investment gain/loss from pooled separate accounts	2013-12-31	$741,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$194,322
Employer contributions (assets) at end of year	2013-12-31	$100
Employer contributions (assets) at beginning of year	2013-12-31	$8,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$601,029
Contract administrator fees	2013-12-31	$556
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	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	GEARHART AND ASSOCIATES, PC
Accountancy firm EIN	2013-12-31	232751641

Form 5500 Responses for ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN

2022: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple 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: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple 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: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple 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: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ALEXANDER FAMILY DEALERSHIPS 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Mulitple employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

108875

Policy instance

Insurance contract or identification number	108875
Number of Individuals Covered	1176
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $71,343
Total amount of fees paid to insurance company	USD $35,344
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?	No
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 $71,343
Insurance broker organization code?	4
Amount paid for insurance broker fees	35344
Additional information about fees paid to insurance broker	TPA FEES PAID TPA COMPENSATION

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

Policy contract number

108875

Policy instance

Insurance contract or identification number	108875
Number of Individuals Covered	957
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $68,875
Total amount of fees paid to insurance company	USD $30,995
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?	No
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 $68,875
Insurance broker organization code?	4
Amount paid for insurance broker fees	30995
Additional information about fees paid to insurance broker	TPA FEES PAID TPA COMPENSATION

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

Policy contract number

108875

Policy instance

Insurance contract or identification number	108875
Number of Individuals Covered	930
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $54,389
Total amount of fees paid to insurance company	USD $26,704
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?	No
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 $54,389
Insurance broker organization code?	4
Amount paid for insurance broker fees	26704
Additional information about fees paid to insurance broker	TPA FEES PAID TPA COMPENSATION

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

Policy contract number

108875

Policy instance

Insurance contract or identification number	108875
Number of Individuals Covered	901
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $47,065
Total amount of fees paid to insurance company	USD $31,666
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?	No
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 $47,065
Insurance broker organization code?	4
Amount paid for insurance broker fees	31666
Additional information about fees paid to insurance broker	TPA FEES PAID TPA COMPENSATION

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

Policy contract number

108875

Policy instance

Insurance contract or identification number	108875
Number of Individuals Covered	505
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $37,471
Total amount of fees paid to insurance company	USD $29,014
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?	No
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 $37,471
Insurance broker organization code?	4
Amount paid for insurance broker fees	29014
Additional information about fees paid to insurance broker	TPA FEES PAID TPA COMPENSATION
Insurance broker name	THE PARAGON ALLIANCE GROUP LLC

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

Policy contract number

108875

Policy instance

Insurance contract or identification number	108875
Number of Individuals Covered	401
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $31,989
Total amount of fees paid to insurance company	USD $16,497
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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 $31,989
Insurance broker organization code?	4
Amount paid for insurance broker fees	16497
Additional information about fees paid to insurance broker	TPA COMPENSATION OTHER ALLOWANCES TPA FEES PAID
Insurance broker name	THE PARAGON ALLIANCE GROUP LLC

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

Policy contract number

108875

Policy instance

Insurance contract or identification number	108875
Number of Individuals Covered	338
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $19,799
Total amount of fees paid to insurance company	USD $21,396
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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 $19,799
Insurance broker organization code?	4
Amount paid for insurance broker fees	21396
Additional information about fees paid to insurance broker	TPA COMPENSATION OTHER ALLOWANCES TPA FEES PAID
Insurance broker name	THE PARAGON ALLIANCE GROUP LLC

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

Policy contract number

108875

Policy instance

Insurance contract or identification number	108875
Number of Individuals Covered	305
Insurance policy start date	2013-01-11
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $78,173
Total amount of fees paid to insurance company	USD $19,810
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
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 $78,173
Insurance broker organization code?	4
Amount paid for insurance broker fees	19810
Additional information about fees paid to insurance broker	TPA COMPENSATION OTHER ALLOWANCES
Insurance broker name	THE PARAGON ALLIANCE GROUP LLC

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Company Name:	BLAISE ALEXANDER MANAGEMENT, INC.
Employer identification number (EIN):	271575032
NAIC Classification:	441110
NAIC Description:	New Car Dealers