401k Plan data: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN plan

LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN
Plan identification number	001

LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LOCKHART AUTOMOTIVE GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: LOCKHART AUTOMOTIVE GROUP, INC.

Employer identification number (EIN): 351284797

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 ELLEN RIGNEY ELLEN RIGNEY 2018-09-06
001 2016-01-01 ELLEN RIGNEY ELLEN RIGNEY 2017-07-27
001 2015-01-01 ELLEN RIGNEY ELLEN RIGNEY 2016-07-28
001 2014-01-01 ELLEN RIGNEY ELLEN RIGNEY 2015-08-03
001 2013-01-01 ELLEN M. RIGNEY ELLEN M. RIGNEY 2014-10-09
001 2012-01-01 ELLEN RIGNEY ELLEN RIGNEY 2013-09-20
001 2011-01-01 ELLEN RIGNEY ELLEN RIGNEY 2012-08-21
001 2010-01-01 ELLEN RIGNEY
001 2009-01-01 ELLEN RIGNEY

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	ELLEN RIGNEY	ELLEN RIGNEY	2018-09-06
001	2016-01-01	ELLEN RIGNEY	ELLEN RIGNEY	2017-07-27
001	2015-01-01	ELLEN RIGNEY	ELLEN RIGNEY	2016-07-28
001	2014-01-01	ELLEN RIGNEY	ELLEN RIGNEY	2015-08-03
001	2013-01-01	ELLEN M. RIGNEY	ELLEN M. RIGNEY	2014-10-09
001	2012-01-01	ELLEN RIGNEY	ELLEN RIGNEY	2013-09-20
001	2011-01-01	ELLEN RIGNEY	ELLEN RIGNEY	2012-08-21
001	2010-01-01	ELLEN RIGNEY
001	2009-01-01	ELLEN RIGNEY

Plan Statistics for LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 193
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 138
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 41
Total of all active and inactive participants 2022-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 179
Number of participants with account balances 2022-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 11
2021: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 148
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 42
Total of all active and inactive participants 2021-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 193
Number of participants with account balances 2021-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 7
2020: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 150
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 25
Total of all active and inactive participants 2020-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 177
Number of participants with account balances 2020-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 141
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 26
Total of all active and inactive participants 2019-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 170
Number of participants with account balances 2019-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 144
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 23
Total of all active and inactive participants 2018-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 171
Number of participants with account balances 2018-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 152
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 31
Total of all active and inactive participants 2017-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 183
Number of participants with account balances 2017-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 156
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 31
Total of all active and inactive participants 2016-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 187
Number of participants with account balances 2016-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 152
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 30
Total of all active and inactive participants 2015-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 182
Number of participants with account balances 2015-01-01 100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 173
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 30
Total of all active and inactive participants 2014-01-01 203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 203
Number of participants with account balances 2014-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 5
2013: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 192
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 167
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 29
Total of all active and inactive participants 2013-01-01 196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 196
Number of participants with account balances 2013-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 158
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 19
Total of all active and inactive participants 2012-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 177
Number of participants with account balances 2012-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 150
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 22
Total of all active and inactive participants 2011-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 172
Number of participants with account balances 2011-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2010: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 217
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 152
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 29
Total of all active and inactive participants 2010-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 181
Number of participants with account balances 2010-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 5
2009: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 259
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 178
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 25
Total of all active and inactive participants 2009-01-01 203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 203
Number of participants with account balances 2009-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2022: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	193
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	138
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	41
Total of all active and inactive participants	2022-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	179
Number of participants with account balances	2022-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	11
2021: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	148
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	42
Total of all active and inactive participants	2021-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	193
Number of participants with account balances	2021-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	7
2020: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	150
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	25
Total of all active and inactive participants	2020-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	177
Number of participants with account balances	2020-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	141
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	26
Total of all active and inactive participants	2019-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	170
Number of participants with account balances	2019-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	144
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	23
Total of all active and inactive participants	2018-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	171
Number of participants with account balances	2018-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	152
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	31
Total of all active and inactive participants	2017-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	183
Number of participants with account balances	2017-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	156
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	31
Total of all active and inactive participants	2016-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	187
Number of participants with account balances	2016-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	152
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	30
Total of all active and inactive participants	2015-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	182
Number of participants with account balances	2015-01-01	100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	173
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	30
Total of all active and inactive participants	2014-01-01	203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	203
Number of participants with account balances	2014-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	5
2013: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	192
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	167
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	29
Total of all active and inactive participants	2013-01-01	196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	196
Number of participants with account balances	2013-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	158
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	19
Total of all active and inactive participants	2012-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	177
Number of participants with account balances	2012-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	150
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	22
Total of all active and inactive participants	2011-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	172
Number of participants with account balances	2011-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2010: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	217
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	152
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	29
Total of all active and inactive participants	2010-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	181
Number of participants with account balances	2010-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	5
2009: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	259
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	178
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	25
Total of all active and inactive participants	2009-01-01	203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	203
Number of participants with account balances	2009-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-370,783
Total of all expenses incurred	2022-12-31	$234,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$192,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$444,237
Value of total assets at end of year	2022-12-31	$4,938,552
Value of total assets at beginning of year	2022-12-31	$5,543,843
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$41,798
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$83,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$83,181
Administrative expenses professional fees incurred	2022-12-31	$8,500
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	$387,011
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	$-605,291
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,938,552
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,543,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$14,630
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$4,633,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,530,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$304,724
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$13,154
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-898,201
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	$57,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$192,710
Contract administrator fees	2022-12-31	$18,668
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	PLANCHEC(K) CPAS, LLC
Accountancy firm EIN	2022-12-31	842614035
2021 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,228,515
Total of all expenses incurred	2021-12-31	$229,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$194,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$465,604
Value of total assets at end of year	2021-12-31	$5,543,843
Value of total assets at beginning of year	2021-12-31	$4,545,247
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$35,455
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$398,819
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	$998,596
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,543,843
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,545,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$15,489
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,530,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,536,344
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$13,154
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$8,903
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$762,911
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	$66,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$194,464
Contract administrator fees	2021-12-31	$19,966
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	PLANCHEC(K) CPAS, LLC
Accountancy firm EIN	2021-12-31	842614035
2020 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$756,651
Total of all expenses incurred	2020-12-31	$851,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$816,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$323,132
Value of total assets at end of year	2020-12-31	$4,545,247
Value of total assets at beginning of year	2020-12-31	$4,640,490
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$35,181
Total interest from all sources	2020-12-31	$0
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
Administrative expenses professional fees incurred	2020-12-31	$2,800
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$267,624
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$6,657
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$9,462
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	$-95,243
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,545,247
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,640,490
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$12,696
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,536,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,235,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$8,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$396,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$433,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$46,046
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$1,117
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$816,713
Contract administrator fees	2020-12-31	$19,685
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	PLANCHEC(K) CPAS, LLC
Accountancy firm EIN	2020-12-31	842614035
2019 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,106,866
Total of all expenses incurred	2019-12-31	$560,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$522,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$247,401
Value of total assets at end of year	2019-12-31	$4,640,490
Value of total assets at beginning of year	2019-12-31	$4,093,797
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$38,132
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$7,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$7,966
Administrative expenses professional fees incurred	2019-12-31	$2,600
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$400,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$210,841
Participant contributions at end of year	2019-12-31	$6,657
Participant contributions at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$546,693
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,640,490
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,093,797
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$13,454
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,235,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,670,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$396,799
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$422,847
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$851,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$36,560
Employer contributions (assets) at end of year	2019-12-31	$1,117
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$522,041
Contract administrator fees	2019-12-31	$22,078
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	SIKICH LLP
Accountancy firm EIN	2019-12-31	363168081
2018 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$46,168
Total of all expenses incurred	2018-12-31	$315,765
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$274,941
Value of total corrective distributions	2018-12-31	$5,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$274,615
Value of total assets at end of year	2018-12-31	$4,093,797
Value of total assets at beginning of year	2018-12-31	$4,363,394
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$34,845
Total interest from all sources	2018-12-31	$7,946
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$201,410
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$37,847
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	$-269,597
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,093,797
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,363,394
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	$3,670,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,953,625
Interest earned on other investments	2018-12-31	$7,946
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$422,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$409,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-236,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$35,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$274,941
Contract administrator fees	2018-12-31	$34,845
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	SIKICH LLP
Accountancy firm EIN	2018-12-31	363168081
2017 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$874,396
Total of all expenses incurred	2017-12-31	$536,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$478,248
Value of total corrective distributions	2017-12-31	$21,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$252,500
Value of total assets at end of year	2017-12-31	$4,363,394
Value of total assets at beginning of year	2017-12-31	$4,025,096
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$36,343
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$214,165
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$5,939
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$38,335
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	$338,298
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,363,394
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,025,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$36,343
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,953,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,956,413
Value of interest in common/collective trusts at beginning of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$409,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$61,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$621,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$0
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$1,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$478,248
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	SIKICH LLP
Accountancy firm EIN	2017-12-31	363168081
2016 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$623,583
Total of all expenses incurred	2016-12-31	$281,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$253,032
Value of total corrective distributions	2016-12-31	$28,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$298,841
Value of total assets at end of year	2016-12-31	$4,025,096
Value of total assets at beginning of year	2016-12-31	$3,683,115
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$257,124
Participant contributions at end of year	2016-12-31	$5,939
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	$341,981
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,025,096
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,683,115
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	$3,956,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,479,700
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$203,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$61,705
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$324,742
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$41,717
Employer contributions (assets) at end of year	2016-12-31	$1,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$253,032
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	SIKICH LLP
Accountancy firm EIN	2016-12-31	363168081
2015 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$523,319
Total of all expenses incurred	2015-12-31	$684,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$681,242
Value of total corrective distributions	2015-12-31	$2,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$567,230
Value of total assets at end of year	2015-12-31	$3,683,115
Value of total assets at beginning of year	2015-12-31	$3,844,025
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$267,439
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$257,651
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	$-160,910
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,683,115
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,844,025
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	$3,479,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$3,844,025
Value of interest in common/collective trusts at end of year	2015-12-31	$203,415
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-43,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$42,140
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$681,242
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	SIKICH LLP
Accountancy firm EIN	2015-12-31	363168081
2014 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$523,890
Total of all expenses incurred	2014-12-31	$1,398,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,357,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$275,904
Value of total assets at end of year	2014-12-31	$3,844,025
Value of total assets at beginning of year	2014-12-31	$4,718,663
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$41,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$41,325
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$235,517
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$2,579
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	$-874,638
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,844,025
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,718,663
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	$3,844,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,718,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$247,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
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	$37,808
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,357,203
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	SIKICH LLP
Accountancy firm EIN	2014-12-31	363168081
2013 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$1,063,168
Total of all expenses incurred	2013-12-31	$731,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$681,438
Value of total corrective distributions	2013-12-31	$7,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$275,376
Value of total assets at end of year	2013-12-31	$4,718,663
Value of total assets at beginning of year	2013-12-31	$4,386,542
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$41,925
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	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$236,623
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	$332,121
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,718,663
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,386,542
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	$4,718,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$4,386,542
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$787,792
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	$38,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$681,438
Contract administrator fees	2013-12-31	$41,925
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	SIKICH LLP
Accountancy firm EIN	2013-12-31	363168081
2012 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$822,849
Total of all expenses incurred	2012-12-31	$679,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$677,880
Value of total corrective distributions	2012-12-31	$1,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$301,193
Value of total assets at end of year	2012-12-31	$4,386,542
Value of total assets at beginning of year	2012-12-31	$4,243,520
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$246,050
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$9,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$143,022
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,386,542
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,243,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$4,386,542
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,243,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$521,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$45,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$677,880
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	SIKICH LLP
Accountancy firm EIN	2012-12-31	363168081
2011 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$259,581
Total of all expenses incurred	2011-12-31	$286,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$286,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$316,813
Value of total assets at end of year	2011-12-31	$4,243,520
Value of total assets at beginning of year	2011-12-31	$4,270,064
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$271,560
Total non interest bearing cash at beginning of year	2011-12-31	$4,242,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-26,544
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,243,520
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,270,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,243,520
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$27,537
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-57,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$45,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$286,125
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	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	SIKICH LLP
Accountancy firm EIN	2011-12-31	363168081
2010 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$790,649
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,424,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,419,138
Value of total corrective distributions	2010-12-31	$1,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$297,821
Value of total assets at end of year	2010-12-31	$4,270,064
Value of total assets at beginning of year	2010-12-31	$4,903,667
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$3,538
Total interest from all sources	2010-12-31	$24,796
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$243,908
Participant contributions at beginning of year	2010-12-31	$29,946
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$13,189
Total non interest bearing cash at end of year	2010-12-31	$4,242,527
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-633,603
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,270,064
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,903,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$27,537
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$4,057,609
Interest earned on other investments	2010-12-31	$24,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$810,537
Net investment gain/loss from pooled separate accounts	2010-12-31	$468,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$40,724
Employer contributions (assets) at beginning of year	2010-12-31	$5,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,419,138
Contract administrator fees	2010-12-31	$3,538
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	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2010-12-31	350921680
2009 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN

2022: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – 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: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – 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: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – 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: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

363-80419

Policy instance

Insurance contract or identification number	363-80419
Number of Individuals Covered	2
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

363-80419

Policy instance

Insurance contract or identification number	363-80419
Number of Individuals Covered	1
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

363-80528

Policy instance

Insurance contract or identification number	363-80528
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

363-80419

Policy instance

Insurance contract or identification number	363-80419
Number of Individuals Covered	113
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

363-80528

Policy instance

Insurance contract or identification number	363-80528
Number of Individuals Covered	86
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

GAP-CP-JN8T

Policy instance

Insurance contract or identification number	GAP-CP-JN8T
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,114
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $1,114
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	6
Insurance broker name	RBC CAPITAL MARKETS, LLC

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

800685

Policy instance

Insurance contract or identification number	800685
Number of Individuals Covered	181
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $11,500
Total amount of fees paid to insurance company	USD $0
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	1
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
Commission paid to Insurance Broker	USD $11,500
Insurance broker organization code?	3
Insurance broker name	TBS AGENCY

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Company Name:	LOCKHART AUTOMOTIVE GROUP, INC.
Employer identification number (EIN):	351284797
NAIC Classification:	441110
NAIC Description:	New Car Dealers