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SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 401k Plan overview

Plan NameSCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN
Plan identification number 001

SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.

401k Sponsoring company profile

SCHEPEL BUICK GMC, INC. has sponsored the creation of one or more 401k plans.

Company Name:SCHEPEL BUICK GMC, INC.
Employer identification number (EIN):351173513
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JORDAN VANPROOYEN2023-09-26
0012021-01-01JORDAN VANPROOYEN2022-10-06
0012020-01-01JORDAN VANPROOYEN2021-10-04
0012019-01-01BERT WORIES2020-10-04
0012018-01-01BERT WORIES2019-09-18
0012017-01-01
0012016-01-01BERT WORIES BERT WORIES2017-08-16
0012015-01-01BERT WORIES BERT WORIES2016-10-13
0012014-01-01BERT WORIES BERT WORIES2015-10-13
0012013-01-01BERT WORIES BERT WORIES2014-10-08
0012012-01-01BERT WORIES BERT WORIES2013-09-23
0012011-01-01BERT WORIES BERT WORIES2012-10-01
0012010-01-01BERT WORIES BERT WORIES2011-10-14
0012009-01-01BERT WORIES

Plan Statistics for SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN

401k plan membership statisitcs for SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN

Measure Date Value
2022: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01190
Total number of active participants reported on line 7a of the Form 55002022-01-01150
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0133
Total of all active and inactive participants2022-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01184
Number of participants with account balances2022-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01177
Total number of active participants reported on line 7a of the Form 55002021-01-01160
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01189
Number of participants with account balances2021-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01175
Total number of active participants reported on line 7a of the Form 55002020-01-01145
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01176
Number of participants with account balances2020-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01172
Total number of active participants reported on line 7a of the Form 55002019-01-01150
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01172
Number of participants with account balances2019-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01176
Total number of active participants reported on line 7a of the Form 55002018-01-01146
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0125
Total of all active and inactive participants2018-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01171
Number of participants with account balances2018-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01169
Total number of active participants reported on line 7a of the Form 55002017-01-01153
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01176
Number of participants with account balances2017-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01165
Total number of active participants reported on line 7a of the Form 55002016-01-01145
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01168
Number of participants with account balances2016-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01148
Total number of active participants reported on line 7a of the Form 55002015-01-01138
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01165
Number of participants with account balances2015-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01158
Total number of active participants reported on line 7a of the Form 55002014-01-01134
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01148
Number of participants with account balances2014-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01157
Total number of active participants reported on line 7a of the Form 55002013-01-01134
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01151
Number of participants with account balances2013-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01162
Total number of active participants reported on line 7a of the Form 55002012-01-01144
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01157
Number of participants with account balances2012-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01157
Total number of active participants reported on line 7a of the Form 55002011-01-01147
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01162
Number of participants with account balances2011-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01158
Total number of active participants reported on line 7a of the Form 55002010-01-01147
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01157
Number of participants with account balances2010-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01158
Total number of active participants reported on line 7a of the Form 55002009-01-01144
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01156
Number of participants with account balances2009-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN

Measure Date Value
2022 : SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-1,361,123
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$661,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$584,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,480,449
Value of total assets at end of year2022-12-31$18,089,786
Value of total assets at beginning of year2022-12-31$20,112,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$77,418
Total interest from all sources2022-12-31$25,054
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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,203,599
Participant contributions at end of year2022-12-31$159,272
Participant contributions at beginning of year2022-12-31$134,395
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$3,080
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,022,579
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,089,786
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,112,365
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,517,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,405,976
Interest on participant loans2022-12-31$6,233
Interest earned on other investments2022-12-31$18,821
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$15,395,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,413,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$176,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,866,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$273,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$584,038
Contract administrator fees2022-12-31$77,418
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2022-12-31201717681
2021 : SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$263,051
Total income from all sources (including contributions)2021-12-31$3,575,030
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,574,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,494,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,366,398
Value of total assets at end of year2021-12-31$20,112,365
Value of total assets at beginning of year2021-12-31$19,375,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$80,576
Total interest from all sources2021-12-31$16,470
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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,105,798
Participant contributions at end of year2021-12-31$134,395
Participant contributions at beginning of year2021-12-31$182,158
Total non interest bearing cash at beginning of year2021-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,000,137
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,112,365
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,112,228
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,405,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,739,831
Interest on participant loans2021-12-31$7,719
Interest earned on other investments2021-12-31$8,751
Value of interest in common/collective trusts at end of year2021-12-31$15,395,527
Value of interest in common/collective trusts at beginning of year2021-12-31$14,048,049
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$176,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$405,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$682,102
Net investment gain or loss from common/collective trusts2021-12-31$1,510,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$260,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,494,317
Contract administrator fees2021-12-31$80,576
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$263,051
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2021-12-31201717681
2020 : SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$263,051
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$3,332,449
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$745,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$677,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,149,384
Value of total assets at end of year2020-12-31$19,375,279
Value of total assets at beginning of year2020-12-31$16,525,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$68,345
Total interest from all sources2020-12-31$24,687
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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$917,012
Participant contributions at end of year2020-12-31$182,158
Participant contributions at beginning of year2020-12-31$219,312
Total non interest bearing cash at end of year2020-12-31$3
Total non interest bearing cash at beginning of year2020-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,586,541
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,112,228
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,525,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,739,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,316,361
Interest on participant loans2020-12-31$10,195
Interest earned on other investments2020-12-31$14,492
Value of interest in common/collective trusts at end of year2020-12-31$14,048,049
Value of interest in common/collective trusts at beginning of year2020-12-31$11,771,556
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$405,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$218,456
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$545,401
Net investment gain or loss from common/collective trusts2020-12-31$1,612,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$232,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$677,563
Contract administrator fees2020-12-31$68,345
Liabilities. Value of benefit claims payable at end of year2020-12-31$263,051
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SOMERSET CPAS, P.C.
Accountancy firm EIN2020-12-31201717681
2019 : SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$3,867,954
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,286,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,280,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,111,085
Value of total assets at end of year2019-12-31$16,525,687
Value of total assets at beginning of year2019-12-31$13,943,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,327
Total interest from all sources2019-12-31$11,204
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 year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$869,493
Participant contributions at end of year2019-12-31$219,312
Participant contributions at beginning of year2019-12-31$123,982
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$12,091
Total non interest bearing cash at end of year2019-12-31$2
Total non interest bearing cash at beginning of year2019-12-31$21,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,581,869
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,525,687
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,943,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,316,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,346,081
Interest on participant loans2019-12-31$7,317
Interest earned on other investments2019-12-31$3,887
Value of interest in common/collective trusts at end of year2019-12-31$11,771,556
Value of interest in common/collective trusts at beginning of year2019-12-31$10,228,991
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$218,456
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$222,997
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$816,967
Net investment gain or loss from common/collective trusts2019-12-31$1,928,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$229,501
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,280,758
Contract administrator fees2019-12-31$5,327
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ROWLEY & COMPANY, LLP
Accountancy firm EIN2019-12-31351866709
2018 : SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$674,017
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$789,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$775,811
Expenses. Certain deemed distributions of participant loans2018-12-31$9,267
Value of total corrective distributions2018-12-31$85
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,207,115
Value of total assets at end of year2018-12-31$13,943,818
Value of total assets at beginning of year2018-12-31$14,059,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,597
Total interest from all sources2018-12-31$7,573
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 year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$862,031
Participant contributions at end of year2018-12-31$123,982
Participant contributions at beginning of year2018-12-31$113,893
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$117,519
Total non interest bearing cash at end of year2018-12-31$21,767
Total non interest bearing cash at beginning of year2018-12-31$24,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-115,743
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,943,818
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,059,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,346,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,434,125
Interest on participant loans2018-12-31$4,513
Interest earned on other investments2018-12-31$3,060
Value of interest in common/collective trusts at end of year2018-12-31$10,228,991
Value of interest in common/collective trusts at beginning of year2018-12-31$10,386,027
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$222,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$100,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-240,099
Net investment gain or loss from common/collective trusts2018-12-31$-300,572
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$227,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$775,811
Contract administrator fees2018-12-31$4,597
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ROWLEY & COMPANY, LLP
Accountancy firm EIN2018-12-31351866709
2017 : SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,445,833
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$283,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$277,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$917,534
Value of total assets at end of year2017-12-31$14,059,561
Value of total assets at beginning of year2017-12-31$11,897,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,456
Total interest from all sources2017-12-31$6,029
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 year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$672,059
Participant contributions at end of year2017-12-31$113,893
Participant contributions at beginning of year2017-12-31$143,469
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$42,131
Total non interest bearing cash at end of year2017-12-31$24,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,161,953
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,059,561
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,897,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,434,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,754,139
Interest on participant loans2017-12-31$5,255
Interest earned on other investments2017-12-31$774
Value of interest in common/collective trusts at end of year2017-12-31$10,386,027
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$100,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,048,082
Net investment gain or loss from common/collective trusts2017-12-31$474,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$203,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$277,424
Contract administrator fees2017-12-31$6,456
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ROWLEY, BUSHUE & COMPANY, LLP
Accountancy firm EIN2017-12-31351866709
2016 : SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,638,855
Total of all expenses incurred2016-12-31$664,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$664,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$880,618
Value of total assets at end of year2016-12-31$11,897,608
Value of total assets at beginning of year2016-12-31$10,923,591
Total interest from all sources2016-12-31$5,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$608,177
Participant contributions at end of year2016-12-31$143,469
Participant contributions at beginning of year2016-12-31$140,117
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$11,510
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$84,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$974,017
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,897,608
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,923,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,754,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,768,445
Interest on participant loans2016-12-31$5,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$752,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$187,533
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$3,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$664,838
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ROWLEY, BUSHUE & COMPANY, LLP
Accountancy firm EIN2016-12-31351866709
2015 : SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$593,525
Total of all expenses incurred2015-12-31$898,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$878,568
Value of total corrective distributions2015-12-31$19,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$780,807
Value of total assets at end of year2015-12-31$10,923,591
Value of total assets at beginning of year2015-12-31$11,228,626
Total interest from all sources2015-12-31$6,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$600,875
Participant contributions at end of year2015-12-31$140,117
Participant contributions at beginning of year2015-12-31$193,834
Participant contributions at end of year2015-12-31$11,510
Participant contributions at beginning of year2015-12-31$11,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-305,035
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,923,591
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$11,228,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,768,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,021,364
Interest on participant loans2015-12-31$6,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-194,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$179,932
Employer contributions (assets) at end of year2015-12-31$3,519
Employer contributions (assets) at beginning of year2015-12-31$1,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$878,568
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ROWLEY, BUSHUE & COMPANY, LLP
Accountancy firm EIN2015-12-31351866709
2014 : SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,012,390
Total of all expenses incurred2014-12-31$1,047,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,030,599
Expenses. Certain deemed distributions of participant loans2014-12-31$16,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$592,389
Value of total assets at end of year2014-12-31$11,228,626
Value of total assets at beginning of year2014-12-31$11,263,412
Total interest from all sources2014-12-31$8,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$501,157
Participant contributions at end of year2014-12-31$193,834
Participant contributions at beginning of year2014-12-31$190,397
Participant contributions at end of year2014-12-31$11,579
Participant contributions at beginning of year2014-12-31$9,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-34,786
Value of net assets at end of year (total assets less liabilities)2014-12-31$11,228,626
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,263,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,021,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$11,061,390
Interest on participant loans2014-12-31$8,334
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$411,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$91,232
Employer contributions (assets) at end of year2014-12-31$1,849
Employer contributions (assets) at beginning of year2014-12-31$1,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,030,599
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ROWLEY, BUSHUE & COMPANY, LLP
Accountancy firm EIN2014-12-31351866709
2013 : SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,931,999
Total of all expenses incurred2013-12-31$556,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$553,766
Expenses. Certain deemed distributions of participant loans2013-12-31$2,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$590,989
Value of total assets at end of year2013-12-31$11,263,412
Value of total assets at beginning of year2013-12-31$9,888,026
Total interest from all sources2013-12-31$8,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$498,261
Participant contributions at end of year2013-12-31$190,397
Participant contributions at beginning of year2013-12-31$135,455
Participant contributions at end of year2013-12-31$9,723
Participant contributions at beginning of year2013-12-31$1,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,375,386
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,263,412
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,888,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$11,061,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,740,817
Interest on participant loans2013-12-31$8,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,332,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$92,728
Employer contributions (assets) at end of year2013-12-31$1,902
Employer contributions (assets) at beginning of year2013-12-31$9,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$553,766
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ROWLEY, BUSHUE & COMPANY, LLP
Accountancy firm EIN2013-12-31351866709
2012 : SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,478,884
Total of all expenses incurred2012-12-31$160,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$146,762
Expenses. Certain deemed distributions of participant loans2012-12-31$13,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$568,872
Value of total assets at end of year2012-12-31$9,888,026
Value of total assets at beginning of year2012-12-31$8,569,883
Total interest from all sources2012-12-31$6,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$54,568
Participant contributions at end of year2012-12-31$135,455
Participant contributions at beginning of year2012-12-31$134,201
Participant contributions at end of year2012-12-31$1,880
Participant contributions at beginning of year2012-12-31$700
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,318,143
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,888,026
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,569,883
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,740,817
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,434,982
Interest on participant loans2012-12-31$6,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$903,700
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$514,304
Employer contributions (assets) at end of year2012-12-31$9,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$146,762
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ROWLEY, BUSHUE & COMPANY, LLP
Accountancy firm EIN2012-12-31351866709
2011 : SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$443,361
Total of all expenses incurred2011-12-31$344,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$340,624
Expenses. Certain deemed distributions of participant loans2011-12-31$3,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$465,825
Value of total assets at end of year2011-12-31$8,569,883
Value of total assets at beginning of year2011-12-31$8,470,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$7,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$465,825
Participant contributions at end of year2011-12-31$134,201
Participant contributions at beginning of year2011-12-31$148,392
Participant contributions at end of year2011-12-31$700
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$99,333
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,569,883
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,470,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,434,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,322,158
Income. Interest from loans (other than to participants)2011-12-31$7,138
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-29,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$340,624
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ROWLEY, BUSHUE & COMPANY, LLP
Accountancy firm EIN2011-12-31351866709
2010 : SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,120,254
Total of all expenses incurred2010-12-31$527,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$473,673
Expenses. Certain deemed distributions of participant loans2010-12-31$48,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$582,662
Value of total assets at end of year2010-12-31$8,470,550
Value of total assets at beginning of year2010-12-31$7,877,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,561
Total interest from all sources2010-12-31$9,361
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$56,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$56,875
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$464,439
Participant contributions at end of year2010-12-31$148,392
Participant contributions at beginning of year2010-12-31$176,003
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,553,215
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$27,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$593,018
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,470,550
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,877,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,322,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,836,925
Income. Interest from loans (other than to participants)2010-12-31$9,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$311,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$311,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$471,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$90,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$473,673
Contract administrator fees2010-12-31$5,561
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ROWLEY, BUSHUE & COMPANY, LLP
Accountancy firm EIN2010-12-31351866709
2009 : SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN

2022: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: SCHEPEL BUICK GMC TRUCK, INC. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811561
Policy instance 1
Insurance contract or identification number811561
Number of Individuals Covered184
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811561
Policy instance 1
Insurance contract or identification number811561
Number of Individuals Covered189
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811561
Policy instance 1
Insurance contract or identification number811561
Number of Individuals Covered176
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811561
Policy instance 1
Insurance contract or identification number811561
Number of Individuals Covered172
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number811561
Policy instance 1
Insurance contract or identification number811561
Number of Individuals Covered176
Insurance policy start date2017-08-25
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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