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ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 401k Plan overview

Plan NameED NAPLETON DEALERSHIP GROUP 401(K) PLAN
Plan identification number 001

ED NAPLETON DEALERSHIP GROUP 401(K) 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ED NAPLETON OAK LAWN IMPORTS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ED NAPLETON OAK LAWN IMPORTS, INC.
Employer identification number (EIN):363480707
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ED NAPLETON DEALERSHIP GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KENNETH STEVENS2023-10-11 KENNETH STEVENS2023-10-11
0012021-01-01BRUCE ETHERIDGE2022-10-22 BRUCE ETHERIDGE2022-10-22
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BRUCE ETHERIDGE BRUCE ETHERIDGE2018-10-15
0012017-01-01BRUCE ETHERIDGE BRUCE ETHERIDGE2018-10-12
0012016-01-01BRUCE ETHERIDGE BRUCE ETHERIDGE2017-10-13
0012015-01-01BRUCE ETHERIDGE BRUCE ETHERIDGE2016-10-17
0012015-01-01BRUCE ETHERIDGE BRUCE ETHERIDGE2016-10-17
0012015-01-01BRUCE ETHERIDGE BRUCE ETHERIDGE2017-11-03
0012014-01-01BRUCE ETHERIDGE BRUCE ETHERIDGE2015-10-14
0012013-01-01BRUCE ETHERIDGE BRUCE ETHERIDGE2014-10-06
0012012-01-01BRUCE ETHERIDGE BRUCE ETHERIDGE2013-09-25
0012011-01-01BRUCE ETHERIDGE
0012009-01-01BRUCE ETHERIDGE BRUCE ETHERIDGE2010-10-06

Plan Statistics for ED NAPLETON DEALERSHIP GROUP 401(K) PLAN

401k plan membership statisitcs for ED NAPLETON DEALERSHIP GROUP 401(K) PLAN

Measure Date Value
2022: ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,472
Total number of active participants reported on line 7a of the Form 55002022-01-012,524
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01167
Total of all active and inactive participants2022-01-012,691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,691
Number of participants with account balances2022-01-011,756
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,907
Total number of active participants reported on line 7a of the Form 55002021-01-012,336
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01136
Total of all active and inactive participants2021-01-012,472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,472
Number of participants with account balances2021-01-01802
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,807
Total number of active participants reported on line 7a of the Form 55002020-01-011,615
Number of retired or separated participants receiving benefits2020-01-0129
Number of other retired or separated participants entitled to future benefits2020-01-01120
Total of all active and inactive participants2020-01-011,764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,765
Number of participants with account balances2020-01-01741
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,509
Total number of active participants reported on line 7a of the Form 55002019-01-011,525
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01128
Total of all active and inactive participants2019-01-011,653
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,653
Number of participants with account balances2019-01-01725
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,479
Total number of active participants reported on line 7a of the Form 55002018-01-011,362
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0175
Total of all active and inactive participants2018-01-011,437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,437
Number of participants with account balances2018-01-01542
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,133
Total number of active participants reported on line 7a of the Form 55002017-01-011,207
Number of other retired or separated participants entitled to future benefits2017-01-0176
Total of all active and inactive participants2017-01-011,283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,283
Number of participants with account balances2017-01-01465
2016: ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,111
Total number of active participants reported on line 7a of the Form 55002016-01-01985
Number of other retired or separated participants entitled to future benefits2016-01-0169
Total of all active and inactive participants2016-01-011,054
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,054
Number of participants with account balances2016-01-01347
2015: ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01908
Total number of active participants reported on line 7a of the Form 55002015-01-01910
Number of retired or separated participants receiving benefits2015-01-01107
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-011,023
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,023
Number of participants with account balances2015-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01809
Total number of active participants reported on line 7a of the Form 55002014-01-01695
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-01109
Total of all active and inactive participants2014-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01809
Number of participants with account balances2014-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01733
Total number of active participants reported on line 7a of the Form 55002013-01-01662
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0184
Total of all active and inactive participants2013-01-01750
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01750
Number of participants with account balances2013-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01561
Total number of active participants reported on line 7a of the Form 55002012-01-01531
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0182
Total of all active and inactive participants2012-01-01615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01615
Number of participants with account balances2012-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01470
Total number of active participants reported on line 7a of the Form 55002011-01-01472
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01527
Number of participants with account balances2011-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01400
Total number of active participants reported on line 7a of the Form 55002009-01-01332
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0154
Total of all active and inactive participants2009-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01386
Number of participants with account balances2009-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ED NAPLETON DEALERSHIP GROUP 401(K) PLAN

Measure Date Value
2022 : ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$2,040,574
Total of all expenses incurred2022-12-31$5,144,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,968,329
Expenses. Certain deemed distributions of participant loans2022-12-31$35,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$7,425,190
Value of total assets at end of year2022-12-31$34,237,646
Value of total assets at beginning of year2022-12-31$37,341,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$140,697
Total interest from all sources2022-12-31$35,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$140,697
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$6,982,521
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$13,895
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$442,669
Assets. Loans (other than to participants) at end of year2022-12-31$762,478
Assets. Loans (other than to participants) at beginning of year2022-12-31$598,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,103,804
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,237,646
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$37,341,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$24,601,366
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$29,029,643
Interest on participant loans2022-12-31$35,413
Value of interest in common/collective trusts at end of year2022-12-31$6,681,090
Value of interest in common/collective trusts at beginning of year2022-12-31$285,893
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,192,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,413,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,420,029
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,968,329
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 name2022-12-31CASSELL PLAN AUDITS
Accountancy firm EIN2022-12-31462966358
2021 : ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$10,520,836
Total of all expenses incurred2021-12-31$4,593,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,434,420
Expenses. Certain deemed distributions of participant loans2021-12-31$74,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,449,833
Value of total assets at end of year2021-12-31$37,341,450
Value of total assets at beginning of year2021-12-31$31,414,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$85,116
Total interest from all sources2021-12-31$31,382
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$85,116
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$4,340,974
Participant contributions at end of year2021-12-31$13,895
Participant contributions at beginning of year2021-12-31$31,783
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$108,859
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$1,258
Assets. Loans (other than to participants) at end of year2021-12-31$598,469
Assets. Loans (other than to participants) at beginning of year2021-12-31$416,285
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$5,927,024
Value of net assets at end of year (total assets less liabilities)2021-12-31$37,341,450
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$31,414,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$29,029,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,288,339
Income. Interest from loans (other than to participants)2021-12-31$31,382
Value of interest in common/collective trusts at end of year2021-12-31$285,893
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,413,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,676,761
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$6,039,621
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,434,420
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31JOHN R. WATERS & COMPANY
Accountancy firm EIN2021-12-31363446407
2020 : ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$118,238
Total income from all sources (including contributions)2020-12-31$8,355,141
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,643,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,154,035
Expenses. Certain deemed distributions of participant loans2020-12-31$119,048
Value of total corrective distributions2020-12-31$255,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,324,562
Value of total assets at end of year2020-12-31$31,414,426
Value of total assets at beginning of year2020-12-31$25,821,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$114,878
Total interest from all sources2020-12-31$29,479
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$114,878
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$3,779,133
Participant contributions at end of year2020-12-31$416,285
Participant contributions at beginning of year2020-12-31$465,390
Participant contributions at end of year2020-12-31$31,783
Participant contributions at beginning of year2020-12-31$50,171
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$450,818
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$1,258
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$809
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$118,238
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
Income. Non cash contributions2020-12-31$94,611
Value of net income/loss2020-12-31$5,711,538
Value of net assets at end of year (total assets less liabilities)2020-12-31$31,414,426
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,702,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$29,288,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,308,167
Interest on participant loans2020-12-31$29,479
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,676,761
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$975,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,001,100
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Employer contributions (assets) at beginning of year2020-12-31$21,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,154,035
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JOHN R. WATERS & COMPANY
Accountancy firm EIN2020-12-31363446407
2019 : ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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$118,238
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$118,238
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$121,757
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$121,757
Total income from all sources (including contributions)2019-12-31$12,851,529
Total income from all sources (including contributions)2019-12-31$12,851,529
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,830,985
Total of all expenses incurred2019-12-31$1,830,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,555,937
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,555,937
Expenses. Certain deemed distributions of participant loans2019-12-31$66,988
Expenses. Certain deemed distributions of participant loans2019-12-31$66,988
Value of total corrective distributions2019-12-31$117,894
Value of total corrective distributions2019-12-31$117,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,907,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,907,848
Value of total assets at end of year2019-12-31$25,821,126
Value of total assets at end of year2019-12-31$25,821,126
Value of total assets at beginning of year2019-12-31$14,804,101
Value of total assets at beginning of year2019-12-31$14,804,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$90,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$90,166
Total interest from all sources2019-12-31$29,031
Total interest from all sources2019-12-31$29,031
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$90,166
Administrative expenses professional fees incurred2019-12-31$90,166
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,600,000
Contributions received from participants2019-12-31$3,600,000
Participant contributions at end of year2019-12-31$465,390
Participant contributions at end of year2019-12-31$465,390
Participant contributions at beginning of year2019-12-31$504,735
Participant contributions at beginning of year2019-12-31$504,735
Participant contributions at end of year2019-12-31$50,171
Participant contributions at end of year2019-12-31$50,171
Participant contributions at beginning of year2019-12-31$14,255
Participant contributions at beginning of year2019-12-31$14,255
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,286,632
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$5,286,632
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$809
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$809
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$469
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$469
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$118,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$118,238
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$121,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$121,757
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
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$11,020,544
Value of net income/loss2019-12-31$11,020,544
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,702,888
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,702,888
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,682,344
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,682,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,308,167
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,308,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,016,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$14,016,742
Interest on participant loans2019-12-31$29,031
Interest on participant loans2019-12-31$29,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$975,373
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$975,373
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$247,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$247,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,914,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,914,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$21,216
Contributions received in cash from employer2019-12-31$21,216
Employer contributions (assets) at end of year2019-12-31$21,216
Employer contributions (assets) at end of year2019-12-31$21,216
Employer contributions (assets) at beginning of year2019-12-31$20,415
Employer contributions (assets) at beginning of year2019-12-31$20,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,555,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,555,937
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JOHN R WATERS & COMPANY
Accountancy firm name2019-12-31JOHN R WATERS & COMPANY
Accountancy firm EIN2019-12-31363446407
Accountancy firm EIN2019-12-31363446407
2018 : ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$121,757
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$255,727
Total income from all sources (including contributions)2018-12-31$1,736,864
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,366,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,095,187
Expenses. Certain deemed distributions of participant loans2018-12-31$93,271
Value of total corrective distributions2018-12-31$112,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,762,980
Value of total assets at end of year2018-12-31$14,804,101
Value of total assets at beginning of year2018-12-31$14,568,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$65,868
Total interest from all sources2018-12-31$28,367
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,615,881
Participant contributions at end of year2018-12-31$504,735
Participant contributions at beginning of year2018-12-31$450,435
Participant contributions at end of year2018-12-31$14,255
Participant contributions at beginning of year2018-12-31$28,134
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$126,684
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$469
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$439
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$121,757
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$255,727
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$369,865
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,682,344
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,312,479
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$65,868
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$14,016,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,930,107
Interest on participant loans2018-12-31$28,367
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$247,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$139,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,054,483
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$20,415
Employer contributions (assets) at end of year2018-12-31$20,415
Employer contributions (assets) at beginning of year2018-12-31$19,882
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,095,187
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 name2018-12-31JOHN R WATERS & COMPANY
Accountancy firm EIN2018-12-31363446407
2017 : ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$255,727
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$116,581
Total income from all sources (including contributions)2017-12-31$5,325,235
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,896,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,435,965
Expenses. Certain deemed distributions of participant loans2017-12-31$65,474
Value of total corrective distributions2017-12-31$255,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,335,895
Value of total assets at end of year2017-12-31$14,568,206
Value of total assets at beginning of year2017-12-31$10,999,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$138,936
Total interest from all sources2017-12-31$15,318
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$8,600
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,031,820
Participant contributions at end of year2017-12-31$450,435
Participant contributions at beginning of year2017-12-31$334,197
Participant contributions at end of year2017-12-31$28,134
Participant contributions at beginning of year2017-12-31$13,260
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,268,657
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$439
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$197
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$255,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$116,581
Administrative expenses (other) incurred2017-12-31$36,320
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$3,429,133
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,312,479
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,883,346
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$21,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,930,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,302,317
Interest on participant loans2017-12-31$15,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$139,209
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$331,292
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,974,022
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$35,418
Employer contributions (assets) at end of year2017-12-31$19,882
Employer contributions (assets) at beginning of year2017-12-31$18,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,435,965
Contract administrator fees2017-12-31$72,050
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 name2017-12-31JOHN R WATERS & COMPANY
Accountancy firm EIN2017-12-31363446407
2016 : ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$116,581
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$140,273
Total income from all sources (including contributions)2016-12-31$2,588,280
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,104,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,700,881
Expenses. Certain deemed distributions of participant loans2016-12-31$143,768
Value of total corrective distributions2016-12-31$129,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,591,453
Value of total assets at end of year2016-12-31$10,999,927
Value of total assets at beginning of year2016-12-31$10,539,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$130,117
Total interest from all sources2016-12-31$16,208
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$7,500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,512,450
Participant contributions at end of year2016-12-31$334,197
Participant contributions at beginning of year2016-12-31$405,159
Participant contributions at end of year2016-12-31$13,260
Participant contributions at beginning of year2016-12-31$19,786
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$41,222
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$197
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$116,581
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$140,273
Administrative expenses (other) incurred2016-12-31$12,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$483,713
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,883,346
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,399,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$29,971
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,302,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,921,310
Interest on participant loans2016-12-31$16,208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$331,292
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$193,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$980,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$37,781
Employer contributions (assets) at end of year2016-12-31$18,664
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,700,881
Contract administrator fees2016-12-31$79,950
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31JOHN R WATERS & COMPANY
Accountancy firm EIN2016-12-31363446407
2015 : ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$140,273
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$89,514
Total income from all sources (including contributions)2015-12-31$2,259,427
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,232,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,117,209
Value of total corrective distributions2015-12-31$89,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,352,602
Value of total assets at end of year2015-12-31$10,610,938
Value of total assets at beginning of year2015-12-31$9,533,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,898
Total interest from all sources2015-12-31$11,233
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$5,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,288,788
Participant contributions at end of year2015-12-31$405,159
Participant contributions at beginning of year2015-12-31$369,243
Participant contributions at end of year2015-12-31$19,786
Participant contributions at beginning of year2015-12-31$818
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,063,814
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$71,292
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$140,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$89,514
Administrative expenses (other) incurred2015-12-31$13,669
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,026,806
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,470,665
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,443,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,592,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$9,001,079
Interest on participant loans2015-12-31$11,233
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$328,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$193,391
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$162,233
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-104,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,117,209
Contract administrator fees2015-12-31$7,229
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JOHN R WATERS & COMPANY
Accountancy firm EIN2015-12-31363446407
2014 : ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$89,514
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$24,000
Total income from all sources (including contributions)2014-12-31$1,870,978
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$718,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$475,726
Expenses. Certain deemed distributions of participant loans2014-12-31$23,057
Value of total corrective distributions2014-12-31$84,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,169,071
Value of total assets at end of year2014-12-31$9,533,373
Value of total assets at beginning of year2014-12-31$8,315,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$135,110
Total interest from all sources2014-12-31$9,545
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$7,250
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,116,673
Participant contributions at end of year2014-12-31$369,243
Participant contributions at beginning of year2014-12-31$328,592
Participant contributions at end of year2014-12-31$818
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$35,573
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$89,514
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$24,000
Administrative expenses (other) incurred2014-12-31$9,575
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,152,267
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,443,859
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,291,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$38,952
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$9,001,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,702,686
Interest on participant loans2014-12-31$9,545
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$162,233
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$284,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$692,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$16,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$475,726
Contract administrator fees2014-12-31$79,333
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JOHN R WATERS & COMPANY
Accountancy firm EIN2014-12-31363446407
2013 : ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$24,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,378,803
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$788,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$613,104
Expenses. Certain deemed distributions of participant loans2013-12-31$28,663
Value of total corrective distributions2013-12-31$27,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$951,186
Value of total assets at end of year2013-12-31$8,315,592
Value of total assets at beginning of year2013-12-31$6,701,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$118,626
Total interest from all sources2013-12-31$9,554
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$924,148
Participant contributions at end of year2013-12-31$328,592
Participant contributions at beginning of year2013-12-31$221,719
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,419
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$24,000
Administrative expenses (other) incurred2013-12-31$16,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,590,526
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,291,592
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,701,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$28,283
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,702,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,370,018
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$9,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$284,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$109,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,418,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$16,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$613,104
Contract administrator fees2013-12-31$73,724
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31JOHN R WATER & COMPANY
Accountancy firm EIN2013-12-31363446407
2012 : ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,552,043
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$388,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$332,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$793,030
Value of total assets at end of year2012-12-31$6,701,066
Value of total assets at beginning of year2012-12-31$5,537,963
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$56,291
Total interest from all sources2012-12-31$4,415
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$787,744
Participant contributions at end of year2012-12-31$221,719
Participant contributions at beginning of year2012-12-31$122,262
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,163,103
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,701,066
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,537,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,370,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,294,789
Interest on participant loans2012-12-31$4,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$109,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$120,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$754,598
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$332,649
Contract administrator fees2012-12-31$56,291
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 name2012-12-31GOLDRICH COUSINS PC
Accountancy firm EIN2012-12-31363309598
2011 : ED NAPLETON DEALERSHIP GROUP 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$935,507
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$446,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$350,862
Value of total corrective distributions2011-12-31$40,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$894,177
Value of total assets at end of year2011-12-31$5,537,963
Value of total assets at beginning of year2011-12-31$5,048,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$54,332
Total interest from all sources2011-12-31$4,114
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$791,871
Participant contributions at end of year2011-12-31$122,262
Participant contributions at beginning of year2011-12-31$117,320
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$102,306
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$489,359
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,537,963
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,048,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$5,294,789
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,767,124
Interest on participant loans2011-12-31$4,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$120,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$164,160
Net investment gain/loss from pooled separate accounts2011-12-31$37,216
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$350,862
Contract administrator fees2011-12-31$54,332
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 name2011-12-31GOLDRICH COUSINS PC
Accountancy firm EIN2011-12-31363309598
2010 : ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,052
Total unrealized appreciation/depreciation of assets2010-12-31$1,052
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$1,214,978
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$364,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$355,891
Expenses. Certain deemed distributions of participant loans2010-12-31$7,244
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$767,903
Value of total assets at end of year2010-12-31$5,048,604
Value of total assets at beginning of year2010-12-31$4,197,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$928
Total interest from all sources2010-12-31$5,315
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$562,093
Participant contributions at end of year2010-12-31$117,320
Participant contributions at beginning of year2010-12-31$144,865
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$205,810
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$850,915
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,048,604
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,197,689
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 pooled separate accounts at end of year2010-12-31$4,767,124
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,898,256
Interest on participant loans2010-12-31$5,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$164,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$154,568
Net investment gain/loss from pooled separate accounts2010-12-31$440,708
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$355,891
Contract administrator fees2010-12-31$928
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 name2010-12-31GOLDRICH COUSINS PC
Accountancy firm EIN2010-12-31363309598

Form 5500 Responses for ED NAPLETON DEALERSHIP GROUP 401(K) PLAN

2022: ED NAPLETON DEALERSHIP GROUP 401(K) 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: ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedYes
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: ED NAPLETON DEALERSHIP GROUP 401(K) 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: ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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: ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ED NAPLETON DEALERSHIP GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number514838-01
Policy instance 1
Insurance contract or identification number514838-01
Number of Individuals Covered375
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number514838-01
Policy instance 1
Insurance contract or identification number514838-01
Number of Individuals Covered244
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-HG30
Policy instance 1
Insurance contract or identification numberGAP-CP-HG30
Number of Individuals Covered741
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?Yes
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-HG30
Policy instance 1
Insurance contract or identification numberGAP-CP-HG30
Number of Individuals Covered18
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?Yes
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
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-HG30
Policy instance 1
Insurance contract or identification numberGAP-CP-HG30
Number of Individuals Covered8
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
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
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-HG30
Policy instance 1
Insurance contract or identification numberGAP-CP-HG30
Number of Individuals Covered6
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $817
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?Yes
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
Commission paid to Insurance BrokerUSD $817
Insurance broker organization code?7
Insurance broker nameNFP INSURANCE SERVICES INC.
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-DF6A
Policy instance 1
Insurance contract or identification numberGAP-B0-DF6A
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $202
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
Commission paid to Insurance BrokerUSD $202
Insurance broker organization code?7
Insurance broker nameNFP ADVISOR SERVICES, LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-HG30
Policy instance 2
Insurance contract or identification numberGAP-CP-HG30
Number of Individuals Covered8
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $185
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
Commission paid to Insurance BrokerUSD $185
Insurance broker organization code?7
Insurance broker nameNFP ADVISOR SERVICES, LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-DF6A
Policy instance 1
Insurance contract or identification numberGAP-B0-DF6A
Number of Individuals Covered13
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $842
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
Commission paid to Insurance BrokerUSD $734
Insurance broker organization code?7
Insurance broker nameNFP ADVISOR SERVICES, LLC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-DF6A
Policy instance 1
Insurance contract or identification numberGAP-B0-DF6A
Number of Individuals Covered11
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $642
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
Commission paid to Insurance BrokerUSD $642
Amount paid for insurance broker fees0
Insurance broker organization code?7
Insurance broker nameFINANCIAL TELESIS INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-DF6A
Policy instance 1
Insurance contract or identification numberGAP-B0-DF6A
Number of Individuals Covered11
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $465
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
Commission paid to Insurance BrokerUSD $465
Insurance broker organization code?7
Insurance broker nameFINANCIAL TELESIS INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-DF6A
Policy instance 1
Insurance contract or identification numberGAP-B0-DF6A
Number of Individuals Covered14
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $544
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-54-G197
Policy instance 2
Insurance contract or identification numberGAP-54-G197
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $18,300
Total amount of fees paid to insurance companyUSD $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 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
Commission paid to Insurance BrokerUSD $18,300
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL CORPORATION
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-51-L712
Policy instance 1
Insurance contract or identification numberGAP-51-L712
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $801
Total amount of fees paid to insurance companyUSD $4,274
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 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?Yes
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
Amount paid for insurance broker fees4274
Additional information about fees paid to insurance brokerADMINISTRATIVE OVERRIDE
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $801
Insurance broker nameLPL FINANCIAL CORPORATION
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-B0-DF6A
Policy instance 3
Insurance contract or identification numberGAP-B0-DF6A
Number of Individuals Covered209
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $130
Total amount of fees paid to insurance companyUSD $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 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?Yes
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
Commission paid to Insurance BrokerUSD $130
Insurance broker organization code?4
Insurance broker nameLPL FINANCIAL CORPORATION

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