401k Plan data: STEVE NAPLETON DEALER GROUP 401(K) PLAN plan

STEVE NAPLETON DEALER GROUP 401(K) PLAN 401k Plan overview

Plan Name	STEVE NAPLETON DEALER GROUP 401(K) PLAN
Plan identification number	001

STEVE NAPLETON DEALER GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

NAPLETON SCHAUMBURG MOTORS, INC. has sponsored the creation of one or more 401k plans.

Company Name: NAPLETON SCHAUMBURG MOTORS, INC.

Employer identification number (EIN): 363605103

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STEVE NAPLETON DEALER GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 VICKY BIKOMA 2023-10-09 VICKY BIKOMA 2023-10-09
001 2021-01-01 VICKY BIKOMA 2022-10-13 VICKY BIKOMA 2022-10-13
001 2020-01-01 VICKY BIKOMA 2021-10-15 VICKY BIKOMA 2021-10-15
001 2019-01-01 VICKY BIKOMA 2020-10-13 VICKY BIKOMA 2020-10-13
001 2018-01-01 VICKY BIKOMA 2019-10-14 VICKY BIKOMA 2019-10-14
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 ANN TETZLOFF 2015-08-25
001 2013-01-01 ANN TETZLOFF 2014-10-14
001 2012-01-01 ANN TETZLOFF 2013-11-22
001 2011-01-01 ANN TETZLOFF
001 2010-01-01 ANN TETZLOFF
001 2009-01-01 ANN TETZLOFF

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	VICKY BIKOMA	2023-10-09	VICKY BIKOMA	2023-10-09
001	2021-01-01	VICKY BIKOMA	2022-10-13	VICKY BIKOMA	2022-10-13
001	2020-01-01	VICKY BIKOMA	2021-10-15	VICKY BIKOMA	2021-10-15
001	2019-01-01	VICKY BIKOMA	2020-10-13	VICKY BIKOMA	2020-10-13
001	2018-01-01	VICKY BIKOMA	2019-10-14	VICKY BIKOMA	2019-10-14
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	ANN TETZLOFF	2015-08-25
001	2013-01-01	ANN TETZLOFF	2014-10-14
001	2012-01-01	ANN TETZLOFF	2013-11-22
001	2011-01-01	ANN TETZLOFF
001	2010-01-01	ANN TETZLOFF
001	2009-01-01	ANN TETZLOFF

Plan Statistics for STEVE NAPLETON DEALER GROUP 401(K) PLAN

401k plan membership statisitcs for STEVE NAPLETON DEALER GROUP 401(K) PLAN

Measure Date Value
2022: STEVE NAPLETON DEALER GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 367
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 168
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 180
Total of all active and inactive participants 2022-01-01 348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 348
Number of participants with account balances 2022-01-01 326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 32
2021: STEVE NAPLETON DEALER GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 352
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 161
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 160
Total of all active and inactive participants 2021-01-01 321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 321
Number of participants with account balances 2021-01-01 299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 65
2020: STEVE NAPLETON DEALER GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 305
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 175
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 160
Total of all active and inactive participants 2020-01-01 335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 335
Number of participants with account balances 2020-01-01 308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 64
2019: STEVE NAPLETON DEALER GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 223
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 148
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 106
Total of all active and inactive participants 2019-01-01 254
Total participants 2019-01-01 254
Number of participants with account balances 2019-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 34
2018: STEVE NAPLETON DEALER GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 148
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 62
Total of all active and inactive participants 2018-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 210
Number of participants with account balances 2018-01-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 15
2017: STEVE NAPLETON DEALER GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 123
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 60
Total of all active and inactive participants 2017-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 183
Number of participants with account balances 2017-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2011: STEVE NAPLETON DEALER GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 23
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 17
Total of all active and inactive participants 2011-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 40
Number of participants with account balances 2011-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: STEVE NAPLETON DEALER GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 41
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 20
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 22
Total of all active and inactive participants 2010-01-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 42
Number of participants with account balances 2010-01-01 42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: STEVE NAPLETON DEALER GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 21
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 33
Number of participants with account balances 2009-01-01 40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2022: STEVE NAPLETON DEALER GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	367
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	168
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	180
Total of all active and inactive participants	2022-01-01	348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	348
Number of participants with account balances	2022-01-01	326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	32
2021: STEVE NAPLETON DEALER GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	352
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	161
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	160
Total of all active and inactive participants	2021-01-01	321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	321
Number of participants with account balances	2021-01-01	299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	65
2020: STEVE NAPLETON DEALER GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	305
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	175
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	160
Total of all active and inactive participants	2020-01-01	335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	335
Number of participants with account balances	2020-01-01	308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	64
2019: STEVE NAPLETON DEALER GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	223
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	148
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	106
Total of all active and inactive participants	2019-01-01	254
Total participants	2019-01-01	254
Number of participants with account balances	2019-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	34
2018: STEVE NAPLETON DEALER GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	148
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	62
Total of all active and inactive participants	2018-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	210
Number of participants with account balances	2018-01-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	15
2017: STEVE NAPLETON DEALER GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	123
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	60
Total of all active and inactive participants	2017-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	183
Number of participants with account balances	2017-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2011: STEVE NAPLETON DEALER GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	23
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	17
Total of all active and inactive participants	2011-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	40
Number of participants with account balances	2011-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: STEVE NAPLETON DEALER GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	41
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	20
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	22
Total of all active and inactive participants	2010-01-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	42
Number of participants with account balances	2010-01-01	42
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: STEVE NAPLETON DEALER GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	21
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	33
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	33
Number of participants with account balances	2009-01-01	40
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on STEVE NAPLETON DEALER GROUP 401(K) PLAN

Measure	Date	Value
2022 : STEVE NAPLETON DEALER GROUP 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-417,342
Total of all expenses incurred	2022-12-31	$409,955
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$335,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,024,682
Value of total assets at end of year	2022-12-31	$7,877,635
Value of total assets at beginning of year	2022-12-31	$8,704,932
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$74,901
Total interest from all sources	2022-12-31	$10,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$881,693
Participant contributions at end of year	2022-12-31	$239,390
Participant contributions at beginning of year	2022-12-31	$222,401
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$470
Total non interest bearing cash at end of year	2022-12-31	$1,895
Total non interest bearing cash at beginning of year	2022-12-31	$1,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-827,297
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,877,635
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,704,932
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,636,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,481,195
Interest on participant loans	2022-12-31	$10,620
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,452,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$142,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$335,054
Contract administrator fees	2022-12-31	$74,901
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	HANSEN PLAHM AND CO
Accountancy firm EIN	2022-12-31	363849301
2021 : STEVE NAPLETON DEALER GROUP 401(K) PLAN 2021 401k financial data
Total transfer of assets from this plan	2021-12-31	$1,021,504
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,305,538
Total of all expenses incurred	2021-12-31	$441,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$319,861
Expenses. Certain deemed distributions of participant loans	2021-12-31	$27,378
Value of total corrective distributions	2021-12-31	$17,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,164,620
Value of total assets at end of year	2021-12-31	$8,704,932
Value of total assets at beginning of year	2021-12-31	$7,862,144
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$76,685
Total interest from all sources	2021-12-31	$13,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$677,816
Participant contributions at end of year	2021-12-31	$222,401
Participant contributions at beginning of year	2021-12-31	$281,507
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$362,772
Total non interest bearing cash at end of year	2021-12-31	$1,336
Total non interest bearing cash at beginning of year	2021-12-31	$842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$1,864,292
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,704,932
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,862,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,481,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,579,795
Interest on participant loans	2021-12-31	$13,539
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,127,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$124,032
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$319,861
Contract administrator fees	2021-12-31	$76,685
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	HANSEN PLAHM AND CO
Accountancy firm EIN	2021-12-31	363849301
2020 : STEVE NAPLETON DEALER GROUP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,792,433
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$466,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$360,016
Expenses. Certain deemed distributions of participant loans	2020-12-31	$3,747
Value of total corrective distributions	2020-12-31	$38,365
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$750,155
Value of total assets at end of year	2020-12-31	$7,862,144
Value of total assets at beginning of year	2020-12-31	$6,536,357
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$64,518
Total interest from all sources	2020-12-31	$15,898
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$619,832
Participant contributions at end of year	2020-12-31	$281,507
Participant contributions at beginning of year	2020-12-31	$267,566
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$4,450
Administrative expenses (other) incurred	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$842
Total non interest bearing cash at beginning of year	2020-12-31	$716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,325,787
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,862,144
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,536,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,579,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,268,075
Interest on participant loans	2020-12-31	$15,898
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,026,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$125,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$360,016
Contract administrator fees	2020-12-31	$64,518
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	HANSEN PLAHM AND CO
Accountancy firm EIN	2020-12-31	363849301
2019 : STEVE NAPLETON DEALER GROUP 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,820,643
Total income from all sources (including contributions)	2019-12-31	$1,820,643
Total of all expenses incurred	2019-12-31	$485,379
Total of all expenses incurred	2019-12-31	$485,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$351,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$351,888
Value of total corrective distributions	2019-12-31	$69,240
Value of total corrective distributions	2019-12-31	$69,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$678,284
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$678,284
Value of total assets at end of year	2019-12-31	$6,536,357
Value of total assets at end of year	2019-12-31	$6,536,357
Value of total assets at beginning of year	2019-12-31	$5,201,093
Value of total assets at beginning of year	2019-12-31	$5,201,093
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$64,251
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$64,251
Total interest from all sources	2019-12-31	$12,624
Total interest from all sources	2019-12-31	$12,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$568,151
Contributions received from participants	2019-12-31	$568,151
Participant contributions at end of year	2019-12-31	$267,566
Participant contributions at end of year	2019-12-31	$267,566
Participant contributions at beginning of year	2019-12-31	$140,009
Participant contributions at beginning of year	2019-12-31	$140,009
Total non interest bearing cash at end of year	2019-12-31	$716
Total non interest bearing cash at end of year	2019-12-31	$716
Total non interest bearing cash at beginning of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,335,264
Value of net income/loss	2019-12-31	$1,335,264
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,536,357
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,536,357
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,201,093
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,201,093
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,268,075
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,268,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,061,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,061,084
Interest on participant loans	2019-12-31	$12,624
Interest on participant loans	2019-12-31	$12,624
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,129,735
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,129,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$110,133
Contributions received in cash from employer	2019-12-31	$110,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$351,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$351,888
Contract administrator fees	2019-12-31	$64,251
Contract administrator fees	2019-12-31	$64,251
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	HANSEN PLAHM AND CO
Accountancy firm name	2019-12-31	HANSEN PLAHM AND CO
Accountancy firm EIN	2019-12-31	363849301
Accountancy firm EIN	2019-12-31	363849301
2018 : STEVE NAPLETON DEALER GROUP 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$294,615
Total of all expenses incurred	2018-12-31	$441,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$374,143
Expenses. Certain deemed distributions of participant loans	2018-12-31	$17,415
Value of total corrective distributions	2018-12-31	$33,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$555,504
Value of total assets at end of year	2018-12-31	$5,201,093
Value of total assets at beginning of year	2018-12-31	$5,347,970
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$16,198
Total interest from all sources	2018-12-31	$6,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$424,020
Participant contributions at end of year	2018-12-31	$140,009
Participant contributions at beginning of year	2018-12-31	$153,965
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$55,872
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$7,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-146,877
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,201,093
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,347,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,061,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,186,724
Interest on participant loans	2018-12-31	$6,517
Net investment gain/loss from pooled separate accounts	2018-12-31	$-267,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$75,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$374,143
Contract administrator fees	2018-12-31	$16,198
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	HANSEN PLAHM AND CO
Accountancy firm EIN	2018-12-31	363849301
2017 : STEVE NAPLETON DEALER GROUP 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$3,070,980
Total of all expenses incurred	2017-12-31	$29,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$27,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,685,036
Value of total assets at end of year	2017-12-31	$5,347,970
Value of total assets at beginning of year	2017-12-31	$2,306,903
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,741
Total interest from all sources	2017-12-31	$5,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$296,277
Participant contributions at end of year	2017-12-31	$153,965
Participant contributions at beginning of year	2017-12-31	$86,558
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,321,770
Total non interest bearing cash at end of year	2017-12-31	$7,281
Total non interest bearing cash at beginning of year	2017-12-31	$6,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,041,067
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,347,970
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,306,903
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,186,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,214,001
Interest on participant loans	2017-12-31	$5,310
Net investment gain/loss from pooled separate accounts	2017-12-31	$380,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$66,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$27,172
Contract administrator fees	2017-12-31	$2,741
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	HANSEN PLAHM AND CO
Accountancy firm EIN	2017-12-31	363849301
2011 : STEVE NAPLETON DEALER GROUP 401(K) PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$-27
Total income from all sources	2011-12-31	$78,679
Expenses. Total of all expenses incurred	2011-12-31	$115,836
Benefits paid (including direct rollovers)	2011-12-31	$115,820
Total plan assets at end of year	2011-12-31	$1,209,273
Total plan assets at beginning of year	2011-12-31	$1,246,457
Value of fidelity bond covering the plan	2011-12-31	$150,000
Total contributions received or receivable from participants	2011-12-31	$93,567
Expenses. Other expenses not covered elsewhere	2011-12-31	$16
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-37,192
Net income (gross income less expenses)	2011-12-31	$-37,157
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,209,273
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,246,457
Assets. Value of participant loans	2011-12-31	$32,503
Total contributions received or receivable from employer(s)	2011-12-31	$22,304
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : STEVE NAPLETON DEALER GROUP 401(K) PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$236,343
Expenses. Total of all expenses incurred	2010-12-31	$18,364
Benefits paid (including direct rollovers)	2010-12-31	$18,278
Total plan assets at end of year	2010-12-31	$1,246,457
Total plan assets at beginning of year	2010-12-31	$1,028,478
Value of fidelity bond covering the plan	2010-12-31	$150,000
Total contributions received or receivable from participants	2010-12-31	$72,958
Expenses. Other expenses not covered elsewhere	2010-12-31	$86
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$142,919
Net income (gross income less expenses)	2010-12-31	$217,979
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,246,457
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,028,478
Assets. Value of participant loans	2010-12-31	$48,676
Total contributions received or receivable from employer(s)	2010-12-31	$20,466
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0
2009 : STEVE NAPLETON DEALER GROUP 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for STEVE NAPLETON DEALER GROUP 401(K) PLAN

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

Insurance Providers Used on plan

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

Policy contract number

108148

Policy instance

Insurance contract or identification number	108148
Number of Individuals Covered	407
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $29,078
Amount paid for insurance broker fees	19559
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	1

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

Policy contract number

108148

Policy instance

Insurance contract or identification number	108148
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $28,288
Amount paid for insurance broker fees	19135
Insurance broker organization code?	1
Commission paid to Insurance Broker	USD $0

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

Policy contract number

108148

Policy instance

Insurance contract or identification number	108148
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $25,851
Amount paid for insurance broker fees	16093
Insurance broker organization code?	1
Additional information about fees paid to insurance broker	TPA COMPENSATION

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

Policy contract number

108148

Policy instance

Insurance contract or identification number	108148
Number of Individuals Covered	286
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $24,726
Amount paid for insurance broker fees	14242
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	1

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

Policy contract number

108148

Policy instance

Insurance contract or identification number	108148
Number of Individuals Covered	202
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $20,108
Amount paid for insurance broker fees	13080
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	1

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

Policy contract number

108148

Policy instance

Insurance contract or identification number	108148
Number of Individuals Covered	107
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $7,089
Total amount of fees paid to insurance company	USD $8,164
Commission paid to Insurance Broker	USD $7,089
Additional information about fees paid to insurance broker	BROKER
Insurance broker organization code?	1
Amount paid for insurance broker fees	2400
Insurance broker name	THE EMERING COMPANIES

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-019978

Policy instance

Insurance contract or identification number	GA-019978
Number of Individuals Covered	40
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,401
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-019978

Policy instance

Insurance contract or identification number	GA-019978
Number of Individuals Covered	42
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $2,054
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,054
Insurance broker organization code?	3
Insurance broker name	WOODBURY FINANCIAL SVCS INC

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Company Name:	NAPLETON SCHAUMBURG MOTORS, INC.
Employer identification number (EIN):	363605103
NAIC Classification:	441110
NAIC Description:	New Car Dealers