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HUBLER AUTOMOTIVE GROUP 401K PLAN 401k Plan overview

Plan NameHUBLER AUTOMOTIVE GROUP 401K PLAN
Plan identification number 001

HUBLER AUTOMOTIVE GROUP 401K PLAN Benefits

401k Plan TypeDefined 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan covering Self-Employed individuals.
  • 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

BRADLEY MANAGEMENT GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name:BRADLEY MANAGEMENT GROUP, INC.
Employer identification number (EIN):351883311
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HUBLER AUTOMOTIVE GROUP 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOSEPH MUNSON
0012016-01-01JOSEPH MUNSON2017-09-11
0012015-01-01CHRISTOPHER HULSE2016-08-17
0012014-01-01ALAN B SVEDLOW2015-07-15
0012013-01-01ALAN B SVEDLOW2014-09-29
0012012-01-01ALAN B. SVEDLOW
0012011-01-01ALAN B. SVEDLOW
0012009-01-01ALAN B. SVEDLOW

Plan Statistics for HUBLER AUTOMOTIVE GROUP 401K PLAN

401k plan membership statisitcs for HUBLER AUTOMOTIVE GROUP 401K PLAN

Measure Date Value
2022: HUBLER AUTOMOTIVE GROUP 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01574
Total number of active participants reported on line 7a of the Form 55002022-01-01447
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01104
Total of all active and inactive participants2022-01-01551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01551
Number of participants with account balances2022-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0158
2021: HUBLER AUTOMOTIVE GROUP 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01618
Total number of active participants reported on line 7a of the Form 55002021-01-01438
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01101
Total of all active and inactive participants2021-01-01539
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01539
Number of participants with account balances2021-01-01439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0155
2020: HUBLER AUTOMOTIVE GROUP 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01597
Total number of active participants reported on line 7a of the Form 55002020-01-01435
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01112
Total of all active and inactive participants2020-01-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01547
Number of participants with account balances2020-01-01424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0164
2019: HUBLER AUTOMOTIVE GROUP 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01498
Total number of active participants reported on line 7a of the Form 55002019-01-01463
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0195
Total of all active and inactive participants2019-01-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01558
Number of participants with account balances2019-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0135
2018: HUBLER AUTOMOTIVE GROUP 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01536
Total number of active participants reported on line 7a of the Form 55002018-01-01491
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0153
Total of all active and inactive participants2018-01-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01544
Number of participants with account balances2018-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0141
2017: HUBLER AUTOMOTIVE GROUP 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01504
Total number of active participants reported on line 7a of the Form 55002017-01-01438
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0141
Total of all active and inactive participants2017-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01479
Number of participants with account balances2017-01-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0144
2012: HUBLER AUTOMOTIVE GROUP 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01196
Total number of active participants reported on line 7a of the Form 55002012-01-0164
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0176
Number of participants with account balances2012-01-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: HUBLER AUTOMOTIVE GROUP 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01179
Total number of active participants reported on line 7a of the Form 55002011-01-01163
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-0130
Total of all active and inactive participants2011-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01199
Number of participants with account balances2011-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2009: HUBLER AUTOMOTIVE GROUP 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01204
Total number of active participants reported on line 7a of the Form 55002009-01-01186
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01212
Number of participants with account balances2009-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0123

Financial Data on HUBLER AUTOMOTIVE GROUP 401K PLAN

Measure Date Value
2022 : HUBLER AUTOMOTIVE GROUP 401K 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$0
Total income from all sources (including contributions)2022-12-31$-621,327
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,218,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,061,827
Expenses. Certain deemed distributions of participant loans2022-12-31$35,738
Value of total corrective distributions2022-12-31$57,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,030,425
Value of total assets at end of year2022-12-31$22,252,788
Value of total assets at beginning of year2022-12-31$24,092,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$62,951
Total interest from all sources2022-12-31$18,946
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$225,000
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$1,525,779
Participant contributions at end of year2022-12-31$410,465
Participant contributions at beginning of year2022-12-31$372,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,839,560
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,252,788
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$24,092,348
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 pooled separate accounts at end of year2022-12-31$21,842,323
Value of interest in pooled separate accounts at beginning of year2022-12-31$23,720,002
Interest on participant loans2022-12-31$18,946
Net investment gain/loss from pooled separate accounts2022-12-31$-2,670,698
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$504,646
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,061,827
Contract administrator fees2022-12-31$62,951
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 name2022-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2022-12-31271235638
2021 : HUBLER AUTOMOTIVE GROUP 401K 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$0
Total income from all sources (including contributions)2021-12-31$4,848,085
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,321,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,191,165
Expenses. Certain deemed distributions of participant loans2021-12-31$3,644
Value of total corrective distributions2021-12-31$59,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,929,135
Value of total assets at end of year2021-12-31$24,092,826
Value of total assets at beginning of year2021-12-31$22,566,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$67,564
Total interest from all sources2021-12-31$22,028
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
Administrative expenses professional fees incurred2021-12-31$3,500
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$1,435,245
Participant contributions at end of year2021-12-31$372,346
Participant contributions at beginning of year2021-12-31$483,731
Participant contributions at end of year2021-12-31$345
Participant contributions at beginning of year2021-12-31$9,443
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$11,893
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$1,526,643
Value of net assets at end of year (total assets less liabilities)2021-12-31$24,092,826
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,566,183
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 pooled separate accounts at end of year2021-12-31$23,720,002
Value of interest in pooled separate accounts at beginning of year2021-12-31$22,068,819
Interest on participant loans2021-12-31$22,028
Net investment gain/loss from pooled separate accounts2021-12-31$2,896,922
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$481,997
Employer contributions (assets) at end of year2021-12-31$133
Employer contributions (assets) at beginning of year2021-12-31$4,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,191,165
Contract administrator fees2021-12-31$64,064
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 name2021-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2021-12-31271235638
2020 : HUBLER AUTOMOTIVE GROUP 401K PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$678
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,651,504
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,120,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,005,849
Value of total corrective distributions2020-12-31$45,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,537,394
Value of total assets at end of year2020-12-31$22,566,182
Value of total assets at beginning of year2020-12-31$20,034,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$68,941
Total interest from all sources2020-12-31$28,366
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
Administrative expenses professional fees incurred2020-12-31$10,170
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$1,152,898
Participant contributions at end of year2020-12-31$483,731
Participant contributions at beginning of year2020-12-31$525,574
Participant contributions at end of year2020-12-31$9,443
Participant contributions at beginning of year2020-12-31$6,743
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$2,531,404
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,566,182
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,034,100
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 beginning of year2020-12-31$224
Value of interest in pooled separate accounts at end of year2020-12-31$22,068,818
Value of interest in pooled separate accounts at beginning of year2020-12-31$19,498,106
Interest on participant loans2020-12-31$28,366
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$390
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$390
Net investment gain/loss from pooled separate accounts2020-12-31$2,085,744
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$384,496
Employer contributions (assets) at end of year2020-12-31$4,190
Employer contributions (assets) at beginning of year2020-12-31$3,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,005,849
Contract administrator fees2020-12-31$58,771
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 name2020-12-31MCM CPA'S ADVISORS LLP
Accountancy firm EIN2020-12-31271235638
2019 : HUBLER AUTOMOTIVE GROUP 401K 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$4,767,882
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,649,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,503,966
Expenses. Certain deemed distributions of participant loans2019-12-31$1,966
Value of total corrective distributions2019-12-31$26,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,454,609
Value of total assets at end of year2019-12-31$20,034,100
Value of total assets at beginning of year2019-12-31$16,915,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$116,474
Total interest from all sources2019-12-31$28,286
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$261,974
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$261,974
Administrative expenses professional fees incurred2019-12-31$10,500
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$1,004,595
Participant contributions at end of year2019-12-31$525,574
Participant contributions at beginning of year2019-12-31$474,009
Participant contributions at end of year2019-12-31$6,743
Participant contributions at beginning of year2019-12-31$568
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$94,373
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$30
Administrative expenses (other) incurred2019-12-31$5,761
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$3,118,865
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,034,100
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,915,235
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
Investment advisory and management fees2019-12-31$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,580,883
Value of interest in pooled separate accounts at end of year2019-12-31$19,498,106
Interest on participant loans2019-12-31$28,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,850,549
Net investment gain/loss from pooled separate accounts2019-12-31$3,023,013
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$355,641
Employer contributions (assets) at end of year2019-12-31$3,063
Employer contributions (assets) at beginning of year2019-12-31$283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,503,936
Contract administrator fees2019-12-31$55,213
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 name2019-12-31MCM CPAS & ADVISORS LLP
Accountancy firm EIN2019-12-31271235630
2018 : HUBLER AUTOMOTIVE GROUP 401K 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$48,589
Total income from all sources (including contributions)2018-12-31$756,805
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$910,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$769,076
Value of total corrective distributions2018-12-31$49,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,328,595
Value of total assets at end of year2018-12-31$16,915,205
Value of total assets at beginning of year2018-12-31$17,117,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$92,046
Total interest from all sources2018-12-31$50,515
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$801,046
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$801,046
Administrative expenses professional fees incurred2018-12-31$10,301
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$896,398
Participant contributions at end of year2018-12-31$474,009
Participant contributions at beginning of year2018-12-31$396,497
Participant contributions at end of year2018-12-31$568
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$115,716
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,612
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$48,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-154,049
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,915,205
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,069,254
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
Investment advisory and management fees2018-12-31$45,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,580,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,914,931
Interest on participant loans2018-12-31$21,919
Interest earned on other investments2018-12-31$28,596
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$8,943
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$9,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$9,897
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,850,549
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,793,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,423,351
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$316,481
Employer contributions (assets) at end of year2018-12-31$253
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$769,076
Contract administrator fees2018-12-31$36,745
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 name2018-12-31MCM CPAS AND ADVISORS LLP
Accountancy firm EIN2018-12-31271235638
2017 : HUBLER AUTOMOTIVE GROUP 401K 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$48,589
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$3,298,269
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$428,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$286,214
Value of total corrective distributions2017-12-31$87,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,150,068
Value of total assets at end of year2017-12-31$17,117,843
Value of total assets at beginning of year2017-12-31$14,199,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$55,319
Total interest from all sources2017-12-31$39,602
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$669,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$669,689
Administrative expenses professional fees incurred2017-12-31$1,499
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
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$834,193
Participant contributions at end of year2017-12-31$396,497
Participant contributions at beginning of year2017-12-31$274,248
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$28,543
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,612
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$48,589
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,869,626
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,069,254
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,199,628
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
Investment advisory and management fees2017-12-31$39,898
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,914,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,223,723
Interest on participant loans2017-12-31$13,736
Interest earned on other investments2017-12-31$25,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$9,897
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,368
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,793,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,698,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,438,910
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$287,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$286,214
Contract administrator fees2017-12-31$13,922
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 name2017-12-31MCM CPAS AND ADVISORS LLP
Accountancy firm EIN2017-12-31271235638
2012 : HUBLER AUTOMOTIVE GROUP 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$67,488
Total transfer of assets from this plan2012-12-31$2,657,885
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$12,333
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$19,121
Total income from all sources (including contributions)2012-12-31$833,869
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$270,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$249,545
Value of total corrective distributions2012-12-31$12,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$374,264
Value of total assets at end of year2012-12-31$2,788,095
Value of total assets at beginning of year2012-12-31$4,821,851
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,562
Total interest from all sources2012-12-31$3,939
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$276,430
Participant contributions at end of year2012-12-31$43,493
Participant contributions at beginning of year2012-12-31$120,127
Participant contributions at end of year2012-12-31$17,608
Participant contributions at beginning of year2012-12-31$5,789
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,945
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$563,429
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,775,762
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,802,730
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
Interest on participant loans2012-12-31$3,939
Value of interest in common/collective trusts at end of year2012-12-31$2,716,394
Value of interest in common/collective trusts at beginning of year2012-12-31$4,664,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,747
Net investment gain or loss from common/collective trusts2012-12-31$455,666
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$93,889
Employer contributions (assets) at end of year2012-12-31$10,600
Employer contributions (assets) at beginning of year2012-12-31$28,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$249,545
Contract administrator fees2012-12-31$8,562
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$12,333
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$19,121
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 name2012-12-31ARONSON LLC
Accountancy firm EIN2012-12-31371611326
2011 : HUBLER AUTOMOTIVE GROUP 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$19,121
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$12,079
Total income from all sources (including contributions)2011-12-31$482,060
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$333,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$306,902
Value of total corrective distributions2011-12-31$19,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$455,031
Value of total assets at end of year2011-12-31$4,821,851
Value of total assets at beginning of year2011-12-31$4,666,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,411
Total interest from all sources2011-12-31$5,103
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$306,751
Participant contributions at end of year2011-12-31$120,127
Participant contributions at beginning of year2011-12-31$125,914
Participant contributions at end of year2011-12-31$5,789
Participant contributions at beginning of year2011-12-31$10,790
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$42,401
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) 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$148,626
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,802,730
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,654,104
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
Interest on participant loans2011-12-31$5,065
Value of interest in common/collective trusts at end of year2011-12-31$4,664,397
Value of interest in common/collective trusts at beginning of year2011-12-31$4,501,911
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,747
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
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$38
Net investment gain or loss from common/collective trusts2011-12-31$21,926
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$105,879
Employer contributions (assets) at end of year2011-12-31$28,791
Employer contributions (assets) at beginning of year2011-12-31$27,568
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$306,902
Contract administrator fees2011-12-31$7,411
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Liabilities. Value of benefit claims payable at end of year2011-12-31$19,121
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$12,079
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 name2011-12-31ARONSON LLC
Accountancy firm EIN2011-12-31371611326
2010 : HUBLER AUTOMOTIVE GROUP 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$12,079
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,477
Total income from all sources (including contributions)2010-12-31$863,217
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$395,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$372,475
Value of total corrective distributions2010-12-31$12,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$354,313
Value of total assets at end of year2010-12-31$4,666,183
Value of total assets at beginning of year2010-12-31$4,197,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$11,140
Total interest from all sources2010-12-31$4,925
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 year2010-12-31No
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 period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$258,290
Participant contributions at beginning of year2010-12-31$116,061
Participant contributions at end of year2010-12-31$10,790
Participant contributions at beginning of year2010-12-31$1,850
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$4,626
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$125,914
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$467,523
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,654,104
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,186,581
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 beginning of year2010-12-31$1,338
Interest on participant loans2010-12-31$4,928
Interest earned on other investments2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$4,501,911
Value of interest in common/collective trusts at beginning of year2010-12-31$4,051,845
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$4,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$4,973
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$24
Net investment gain or loss from common/collective trusts2010-12-31$503,955
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$91,397
Employer contributions (assets) at end of year2010-12-31$27,568
Employer contributions (assets) at beginning of year2010-12-31$20,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$372,475
Contract administrator fees2010-12-31$11,140
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Liabilities. Value of benefit claims payable at end of year2010-12-31$12,079
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$10,477
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 name2010-12-31ARONSON LLC
Accountancy firm EIN2010-12-31371611326
2009 : HUBLER AUTOMOTIVE GROUP 401K 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for HUBLER AUTOMOTIVE GROUP 401K PLAN

2022: HUBLER AUTOMOTIVE GROUP 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple 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: HUBLER AUTOMOTIVE GROUP 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple 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: HUBLER AUTOMOTIVE GROUP 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple 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: HUBLER AUTOMOTIVE GROUP 401K 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: HUBLER AUTOMOTIVE GROUP 401K 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 - TrustYes
2017: HUBLER AUTOMOTIVE GROUP 401K 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 - TrustYes
2012: HUBLER AUTOMOTIVE GROUP 401K 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: HUBLER AUTOMOTIVE GROUP 401K 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
2009: HUBLER AUTOMOTIVE GROUP 401K 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

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069861
Policy instance 1
Insurance contract or identification number069861
Number of Individuals Covered551
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 Administration0
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069861
Policy instance 1
Insurance contract or identification number069861
Number of Individuals Covered539
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 Administration0
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069861
Policy instance 1
Insurance contract or identification number069861
Number of Individuals Covered547
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 Administration0
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number069861
Policy instance 1
Insurance contract or identification number069861
Number of Individuals Covered558
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 Administration0
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00215
Policy instance 1
Insurance contract or identification numberK00215
Number of Individuals Covered39
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberK00215
Policy instance 1
Insurance contract or identification numberK00215
Number of Individuals Covered319
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare 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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