401k Plan data: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST plan

MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 401k Plan overview

Plan Name	MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST
Plan identification number	002

MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 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.
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.
Health (other than dental or vision)
Life insurance

401k Sponsoring company profile

MCGRATH-COLOSIMO, LTD. has sponsored the creation of one or more 401k plans.

Company Name: MCGRATH-COLOSIMO, LTD.

Employer identification number (EIN): 363780892

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 DANIEL HUNT
002 2016-01-01 DANIEL HUNT DANIEL HUNT 2017-09-26
002 2015-01-01 DANIEL HUNT
002 2014-01-01 DANIEL HUNT
002 2013-01-01 DANIEL HUNT DANIEL HUNT 2014-08-05
002 2012-01-01 DANIEL HUNT
002 2011-01-01 DANIEL HUNT
002 2009-01-01 DANIEL HUNT

Plan Statistics for MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST

401k plan membership statisitcs for MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST

Measure Date Value
2022: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 174
Number of retired or separated participants receiving benefits 2022-01-01 4
Number of other retired or separated participants entitled to future benefits 2022-01-01 30
Total of all active and inactive participants 2022-01-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 209
Number of participants with account balances 2022-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 2
2021: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 178
Number of retired or separated participants receiving benefits 2021-01-01 7
Number of other retired or separated participants entitled to future benefits 2021-01-01 32
Total of all active and inactive participants 2021-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 217
Number of participants with account balances 2021-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 245
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 200
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 31
Total of all active and inactive participants 2020-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 235
Number of participants with account balances 2020-01-01 214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 5
2019: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 264
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 198
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 32
Total of all active and inactive participants 2019-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 235
Number of participants with account balances 2019-01-01 214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2018: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 271
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 204
Number of retired or separated participants receiving benefits 2018-01-01 5
Number of other retired or separated participants entitled to future benefits 2018-01-01 48
Total of all active and inactive participants 2018-01-01 257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 257
Number of participants with account balances 2018-01-01 234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 10
2017: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 269
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 211
Number of retired or separated participants receiving benefits 2017-01-01 6
Number of other retired or separated participants entitled to future benefits 2017-01-01 48
Total of all active and inactive participants 2017-01-01 265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 265
Number of participants with account balances 2017-01-01 244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 11
2016: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 219
Number of retired or separated participants receiving benefits 2016-01-01 4
Number of other retired or separated participants entitled to future benefits 2016-01-01 37
Total of all active and inactive participants 2016-01-01 260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 260
Number of participants with account balances 2016-01-01 239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 11
2015: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 273
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 228
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 33
Total of all active and inactive participants 2015-01-01 265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 265
Number of participants with account balances 2015-01-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 263
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 213
Number of retired or separated participants receiving benefits 2014-01-01 6
Number of other retired or separated participants entitled to future benefits 2014-01-01 34
Total of all active and inactive participants 2014-01-01 253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 253
Number of participants with account balances 2014-01-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 8
2013: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 268
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 208
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 35
Total of all active and inactive participants 2013-01-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 247
Number of participants with account balances 2013-01-01 227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 9
2012: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 281
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 219
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 32
Total of all active and inactive participants 2012-01-01 254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 254
Number of participants with account balances 2012-01-01 228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 13
2011: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 264
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 223
Number of retired or separated participants receiving benefits 2011-01-01 7
Number of other retired or separated participants entitled to future benefits 2011-01-01 30
Total of all active and inactive participants 2011-01-01 260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 260
Number of participants with account balances 2011-01-01 234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 7
2009: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 249
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 216
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 22
Total of all active and inactive participants 2009-01-01 238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 238
Number of participants with account balances 2009-01-01 215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 9

Measure	Date	Value
2022: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	174
Number of retired or separated participants receiving benefits	2022-01-01	4
Number of other retired or separated participants entitled to future benefits	2022-01-01	30
Total of all active and inactive participants	2022-01-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	209
Number of participants with account balances	2022-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	2
2021: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	178
Number of retired or separated participants receiving benefits	2021-01-01	7
Number of other retired or separated participants entitled to future benefits	2021-01-01	32
Total of all active and inactive participants	2021-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	217
Number of participants with account balances	2021-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	245
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	200
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	31
Total of all active and inactive participants	2020-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	235
Number of participants with account balances	2020-01-01	214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	5
2019: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	264
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	198
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	32
Total of all active and inactive participants	2019-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	235
Number of participants with account balances	2019-01-01	214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2018: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	271
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	204
Number of retired or separated participants receiving benefits	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	48
Total of all active and inactive participants	2018-01-01	257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	257
Number of participants with account balances	2018-01-01	234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	10
2017: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	269
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	211
Number of retired or separated participants receiving benefits	2017-01-01	6
Number of other retired or separated participants entitled to future benefits	2017-01-01	48
Total of all active and inactive participants	2017-01-01	265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	265
Number of participants with account balances	2017-01-01	244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	11
2016: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	219
Number of retired or separated participants receiving benefits	2016-01-01	4
Number of other retired or separated participants entitled to future benefits	2016-01-01	37
Total of all active and inactive participants	2016-01-01	260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	260
Number of participants with account balances	2016-01-01	239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	11
2015: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	273
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	228
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	33
Total of all active and inactive participants	2015-01-01	265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	265
Number of participants with account balances	2015-01-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	263
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	213
Number of retired or separated participants receiving benefits	2014-01-01	6
Number of other retired or separated participants entitled to future benefits	2014-01-01	34
Total of all active and inactive participants	2014-01-01	253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	253
Number of participants with account balances	2014-01-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	8
2013: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	268
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	208
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	35
Total of all active and inactive participants	2013-01-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	247
Number of participants with account balances	2013-01-01	227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	9
2012: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	281
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	219
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	32
Total of all active and inactive participants	2012-01-01	254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	254
Number of participants with account balances	2012-01-01	228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	13
2011: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	264
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	223
Number of retired or separated participants receiving benefits	2011-01-01	7
Number of other retired or separated participants entitled to future benefits	2011-01-01	30
Total of all active and inactive participants	2011-01-01	260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	260
Number of participants with account balances	2011-01-01	234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	7
2009: MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	249
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	216
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	22
Total of all active and inactive participants	2009-01-01	238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	238
Number of participants with account balances	2009-01-01	215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	9

Financial Data on MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST

Measure	Date	Value
2022 : MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-3,439,430
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,490,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,442,636
Value of total corrective distributions	2022-12-31	$130
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,696,116
Value of total assets at end of year	2022-12-31	$25,744,285
Value of total assets at beginning of year	2022-12-31	$30,674,082
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$47,601
Total interest from all sources	2022-12-31	$80,092
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$23,063
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	$1,264,339
Participant contributions at end of year	2022-12-31	$497,476
Participant contributions at beginning of year	2022-12-31	$546,721
Participant contributions at end of year	2022-12-31	$5,507
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$591,080
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$551,464
Other income not declared elsewhere	2022-12-31	$39,616
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	$-4,929,797
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$25,744,285
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$30,674,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$6,768
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$20,489,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$26,991,972
Interest on participant loans	2022-12-31	$25,513
Interest earned on other investments	2022-12-31	$54,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$3,729,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,178,131
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$76,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-5,255,254
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	$431,777
Employer contributions (assets) at end of year	2022-12-31	$431,777
Employer contributions (assets) at beginning of year	2022-12-31	$405,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,365,952
Contract administrator fees	2022-12-31	$17,770
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	KOLNICKI, PETERSON & WIRTH, LLC
Accountancy firm EIN	2022-12-31	364119639
2021 : MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,311,390
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,450,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,387,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,587,622
Value of total assets at end of year	2021-12-31	$30,674,082
Value of total assets at beginning of year	2021-12-31	$29,813,224
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$63,023
Total interest from all sources	2021-12-31	$88,854
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Administrative expenses professional fees incurred	2021-12-31	$37,848
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,131,828
Participant contributions at end of year	2021-12-31	$546,721
Participant contributions at beginning of year	2021-12-31	$660,905
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$551,464
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$507,029
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$50,000
Other income not declared elsewhere	2021-12-31	$44,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$860,858
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$30,674,082
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$29,813,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$6,042
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$26,991,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$26,963,026
Interest on participant loans	2021-12-31	$38,534
Interest earned on other investments	2021-12-31	$50,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,178,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,306,368
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$38,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,590,480
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	$405,794
Employer contributions (assets) at end of year	2021-12-31	$405,794
Employer contributions (assets) at beginning of year	2021-12-31	$375,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,348,741
Contract administrator fees	2021-12-31	$19,133
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	Disclaimer
Accountancy firm name	2021-12-31	CROWE LLP
Accountancy firm EIN	2021-12-31	350921680
2020 : MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets from this plan	2020-12-31	$37,275
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	$5,889,755
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,257,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,203,756
Value of total corrective distributions	2020-12-31	$20
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,385,585
Value of total assets at end of year	2020-12-31	$29,813,224
Value of total assets at beginning of year	2020-12-31	$26,218,551
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$54,031
Total interest from all sources	2020-12-31	$80,810
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$33,443
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,009,689
Participant contributions at end of year	2020-12-31	$660,905
Participant contributions at beginning of year	2020-12-31	$730,893
Participant contributions at beginning of year	2020-12-31	$4,074
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$507,029
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$464,857
Other income not declared elsewhere	2020-12-31	$47,103
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	$3,631,948
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$29,813,224
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$26,218,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$5,013
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$26,963,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$22,124,165
Interest on participant loans	2020-12-31	$35,930
Interest earned on other investments	2020-12-31	$44,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,306,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,542,651
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$6,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,376,257
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	$375,896
Employer contributions (assets) at end of year	2020-12-31	$375,896
Employer contributions (assets) at beginning of year	2020-12-31	$351,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,197,456
Contract administrator fees	2020-12-31	$15,575
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	CROWE LLP
Accountancy firm EIN	2020-12-31	350921680
2019 : MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$624,885
Total transfer of assets from this plan	2019-12-31	$41,438
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$6,086,525
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,429,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,371,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,320,637
Value of total assets at end of year	2019-12-31	$26,218,551
Value of total assets at beginning of year	2019-12-31	$20,977,791
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$57,829
Total interest from all sources	2019-12-31	$113,764
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 year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$26,479
Was this plan covered by a fidelity bond	2019-12-31	Yes
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$965,017
Participant contributions at end of year	2019-12-31	$730,893
Participant contributions at beginning of year	2019-12-31	$728,355
Participant contributions at end of year	2019-12-31	$4,074
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$464,857
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$417,374
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$3,709
Other income not declared elsewhere	2019-12-31	$39,354
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	$4,657,313
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$26,218,551
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$20,977,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$4,554
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$22,124,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$16,714,694
Interest on participant loans	2019-12-31	$42,454
Interest earned on other investments	2019-12-31	$71,310
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,542,651
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,775,300
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$40,138
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,612,770
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$351,911
Employer contributions (assets) at end of year	2019-12-31	$351,911
Employer contributions (assets) at beginning of year	2019-12-31	$342,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,331,245
Contract administrator fees	2019-12-31	$26,796
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CROWE LLP
Accountancy firm EIN	2019-12-31	350921680
2018 : MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets to this plan	2018-12-31	$9,373
Total transfer of assets from this plan	2018-12-31	$148,400
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$474,739
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,275,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,233,233
Value of total corrective distributions	2018-12-31	$911
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,288,574
Value of total assets at end of year	2018-12-31	$20,977,791
Value of total assets at beginning of year	2018-12-31	$21,917,201
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$40,978
Total interest from all sources	2018-12-31	$120,103
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$24,665
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	$907,815
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$417,374
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$377,754
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$38,691
Assets. Loans (other than to participants) at end of year	2018-12-31	$728,355
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$659,314
Other income not declared elsewhere	2018-12-31	$39,620
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	$-800,383
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$20,977,791
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$21,917,201
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
Investment advisory and management fees	2018-12-31	$4,397
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$16,714,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$17,386,812
Interest on participant loans	2018-12-31	$36,546
Interest earned on other investments	2018-12-31	$83,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,775,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,122,019
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$73,863
Net investment gain/loss from pooled separate accounts	2018-12-31	$-973,558
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	$342,068
Employer contributions (assets) at end of year	2018-12-31	$342,068
Employer contributions (assets) at beginning of year	2018-12-31	$371,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,159,370
Contract administrator fees	2018-12-31	$11,916
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	CROWE LLP
Accountancy firm EIN	2018-12-31	350921680
2017 : MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$204,344
Total transfer of assets from this plan	2017-12-31	$162
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$4,478,925
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,376,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,358,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,335,234
Value of total assets at end of year	2017-12-31	$21,917,201
Value of total assets at beginning of year	2017-12-31	$19,610,634
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$18,413
Total interest from all sources	2017-12-31	$111,582
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 year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$8,145
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	Yes
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	$961,635
Participant contributions at end of year	2017-12-31	$659,314
Participant contributions at beginning of year	2017-12-31	$747,150
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$377,754
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$339,921
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$2,297
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$37,617
Other income not declared elsewhere	2017-12-31	$38,069
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	$2,102,385
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$21,917,201
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$19,610,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$4,268
Value of interest in pooled separate accounts at end of year	2017-12-31	$17,386,812
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$15,072,749
Interest on participant loans	2017-12-31	$31,526
Interest earned on other investments	2017-12-31	$80,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,122,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$3,086,779
Net investment gain/loss from pooled separate accounts	2017-12-31	$2,994,040
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	$371,302
Employer contributions (assets) at end of year	2017-12-31	$371,302
Employer contributions (assets) at beginning of year	2017-12-31	$364,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,320,510
Contract administrator fees	2017-12-31	$6,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
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	CROWE LLP
Accountancy firm EIN	2017-12-31	350921680
2016 : MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$63,535
Total transfer of assets from this plan	2016-12-31	$5,656
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,486,175
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,436,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,402,271
Expenses. Certain deemed distributions of participant loans	2016-12-31	$1,844
Value of total corrective distributions	2016-12-31	$1,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,356,886
Value of total assets at end of year	2016-12-31	$19,610,634
Value of total assets at beginning of year	2016-12-31	$18,503,307
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$31,538
Total interest from all sources	2016-12-31	$123,918
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 year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$20,127
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$992,635
Participant contributions at end of year	2016-12-31	$747,150
Participant contributions at beginning of year	2016-12-31	$789,849
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$339,921
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$308,464
Other income not declared elsewhere	2016-12-31	$31,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,049,448
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$19,610,634
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$18,503,307
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$4,811
Value of interest in pooled separate accounts at end of year	2016-12-31	$15,072,749
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$14,163,650
Interest on participant loans	2016-12-31	$33,831
Interest earned on other investments	2016-12-31	$90,087
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$3,086,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,857,384
Net investment gain/loss from pooled separate accounts	2016-12-31	$973,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$364,251
Employer contributions (assets) at end of year	2016-12-31	$364,035
Employer contributions (assets) at beginning of year	2016-12-31	$383,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,402,271
Contract administrator fees	2016-12-31	$6,600
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2016-12-31	350921680
2015 : MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$187,287
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,770,797
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,146,563
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,119,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,450,216
Value of total assets at end of year	2015-12-31	$18,503,307
Value of total assets at beginning of year	2015-12-31	$19,066,360
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$26,735
Total interest from all sources	2015-12-31	$125,888
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 year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$15,834
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,018,376
Participant contributions at end of year	2015-12-31	$789,849
Participant contributions at beginning of year	2015-12-31	$665,074
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$308,464
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$279,155
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$47,880
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$75,233
Other income not declared elsewhere	2015-12-31	$50,758
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-375,766
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$18,503,307
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$19,066,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$5,101
Value of interest in pooled separate accounts at end of year	2015-12-31	$14,163,650
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$15,474,823
Interest on participant loans	2015-12-31	$31,788
Interest earned on other investments	2015-12-31	$94,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,857,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,267,651
Net investment gain/loss from pooled separate accounts	2015-12-31	$143,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$383,960
Employer contributions (assets) at end of year	2015-12-31	$383,960
Employer contributions (assets) at beginning of year	2015-12-31	$379,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,044,595
Contract administrator fees	2015-12-31	$5,800
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2015-12-31	350921680
2014 : MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$2,877
Total transfer of assets from this plan	2014-12-31	$3,460
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,521,703
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,472,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,451,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,399,137
Value of total assets at end of year	2014-12-31	$19,066,360
Value of total assets at beginning of year	2014-12-31	$18,017,333
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$20,104
Total interest from all sources	2014-12-31	$107,332
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 year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$8,645
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,019,458
Participant contributions at end of year	2014-12-31	$665,074
Participant contributions at beginning of year	2014-12-31	$935,720
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$279,155
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$282,625
Other income not declared elsewhere	2014-12-31	$11,306
Administrative expenses (other) incurred	2014-12-31	$5,057
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,049,610
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$19,066,360
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$18,017,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$2,252
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$15,474,823
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$14,013,178
Interest on participant loans	2014-12-31	$34,756
Interest earned on other investments	2014-12-31	$72,576
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,267,651
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,427,021
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$4,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,003,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$379,679
Employer contributions (assets) at end of year	2014-12-31	$379,657
Employer contributions (assets) at beginning of year	2014-12-31	$358,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,447,346
Contract administrator fees	2014-12-31	$4,150
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2014-12-31	350921680
2013 : MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets from this plan	2013-12-31	$197,046
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$95
Total income from all sources (including contributions)	2013-12-31	$3,731,331
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$947,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$875,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,327,301
Value of total assets at end of year	2013-12-31	$18,017,333
Value of total assets at beginning of year	2013-12-31	$15,430,681
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$71,613
Total interest from all sources	2013-12-31	$128,043
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 year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$11,950
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$968,426
Participant contributions at end of year	2013-12-31	$935,720
Participant contributions at beginning of year	2013-12-31	$674,336
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$282,625
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$227,374
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$95
Other income not declared elsewhere	2013-12-31	$55,354
Administrative expenses (other) incurred	2013-12-31	$52,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,783,793
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$18,017,333
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$15,430,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$1,979
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$14,013,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$10,018,481
Interest on participant loans	2013-12-31	$30,540
Interest earned on other investments	2013-12-31	$97,503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,427,021
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$4,133,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,220,633
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$358,875
Employer contributions (assets) at end of year	2013-12-31	$358,789
Employer contributions (assets) at beginning of year	2013-12-31	$376,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$875,925
Contract administrator fees	2013-12-31	$5,525
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2013-12-31	350921680
2012 : MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$95
Total income from all sources (including contributions)	2012-12-31	$2,657,211
Total of all expenses incurred	2012-12-31	$1,887,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,857,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,445,018
Value of total assets at end of year	2012-12-31	$15,430,681
Value of total assets at beginning of year	2012-12-31	$14,661,005
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$30,046
Total interest from all sources	2012-12-31	$129,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$9,772
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$986,648
Participant contributions at end of year	2012-12-31	$674,336
Participant contributions at beginning of year	2012-12-31	$779,812
Participant contributions at beginning of year	2012-12-31	$5,653
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$227,374
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$197,280
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$81,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$95
Other income not declared elsewhere	2012-12-31	$30,168
Administrative expenses (other) incurred	2012-12-31	$18,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$769,581
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$15,430,586
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$14,661,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$1,922
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$10,018,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$10,743,358
Interest on participant loans	2012-12-31	$32,910
Interest earned on other investments	2012-12-31	$96,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$4,133,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,512,671
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,052,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$376,850
Employer contributions (assets) at end of year	2012-12-31	$376,850
Employer contributions (assets) at beginning of year	2012-12-31	$422,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,857,584
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2012-12-31	350921680
2011 : MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$1,274,096
Total of all expenses incurred	2011-12-31	$959,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$901,496
Value of total corrective distributions	2011-12-31	$505
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,514,995
Value of total assets at end of year	2011-12-31	$14,661,005
Value of total assets at beginning of year	2011-12-31	$14,345,922
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$57,012
Total interest from all sources	2011-12-31	$98,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$13,190
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,071,605
Participant contributions at end of year	2011-12-31	$779,812
Participant contributions at beginning of year	2011-12-31	$672,230
Participant contributions at end of year	2011-12-31	$5,653
Participant contributions at beginning of year	2011-12-31	$6,221
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$197,280
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$168,258
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$21,159
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$84
Other income not declared elsewhere	2011-12-31	$29,070
Administrative expenses (other) incurred	2011-12-31	$41,782
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$315,083
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$14,661,005
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$14,345,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$2,040
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$10,743,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$11,495,455
Interest on participant loans	2011-12-31	$32,138
Interest earned on other investments	2011-12-31	$66,436
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,512,671
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,597,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-368,543
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$422,231
Employer contributions (assets) at end of year	2011-12-31	$422,231
Employer contributions (assets) at beginning of year	2011-12-31	$406,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$901,496
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2011-12-31	350921680
2010 : MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$3,014,905
Total of all expenses incurred	2010-12-31	$516,881
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$478,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,423,469
Value of total assets at end of year	2010-12-31	$14,345,922
Value of total assets at beginning of year	2010-12-31	$11,847,898
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$38,818
Total interest from all sources	2010-12-31	$78,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$9,355
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,017,264
Participant contributions at end of year	2010-12-31	$672,230
Participant contributions at beginning of year	2010-12-31	$347,581
Participant contributions at end of year	2010-12-31	$6,221
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$168,258
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$148,180
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$84
Other income not declared elsewhere	2010-12-31	$20,152
Administrative expenses (other) incurred	2010-12-31	$28,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,498,024
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$14,345,922
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$11,847,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$688
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$11,495,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$9,384,141
Interest on participant loans	2010-12-31	$23,484
Interest earned on other investments	2010-12-31	$54,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,597,469
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,573,746
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,493,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$406,205
Employer contributions (assets) at end of year	2010-12-31	$406,205
Employer contributions (assets) at beginning of year	2010-12-31	$394,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$478,063
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CROWE HORWATH LLP
Accountancy firm EIN	2010-12-31	350921680
2009 : MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for MCGRATH LEXUS 401K PROFIT SHARING PLAN AND TRUST

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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

819496

Policy instance

Insurance contract or identification number	819496
Number of Individuals Covered	196
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 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

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

MUTLIPLE

Policy instance

Insurance contract or identification number	MUTLIPLE
Number of Individuals Covered	8
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $1,165
Are there contracts with allocated funds for individual policies?	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $579
Insurance broker organization code?	3

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

MULTIPLE

Policy instance

Insurance contract or identification number	MULTIPLE
Number of Individuals Covered	10
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $620
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $372
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

819496

Policy instance

Insurance contract or identification number	819496
Number of Individuals Covered	195
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

819496

Policy instance

Insurance contract or identification number	819496
Number of Individuals Covered	195
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 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

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

MULTIPLE

Policy instance

Insurance contract or identification number	MULTIPLE
Number of Individuals Covered	10
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $620
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $372
Insurance broker organization code?	3

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

MULTIPLE

Policy instance

Insurance contract or identification number	MULTIPLE
Number of Individuals Covered	9
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

819496

Policy instance

Insurance contract or identification number	819496
Number of Individuals Covered	212
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 $12,026
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 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
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	12026
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker organization code?	5

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

MUTIPLE

Policy instance

Insurance contract or identification number	MUTIPLE
Number of Individuals Covered	9
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $1,016
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $446
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

819496

Policy instance

Insurance contract or identification number	819496
Number of Individuals Covered	214
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of fees paid to insurance company	USD $11,070
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 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
Amount paid for insurance broker fees	11070
Additional information about fees paid to insurance broker	TPA PARTNERSHIP PROGRAM
Insurance broker organization code?	5

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )

Policy contract number

PQ923

Policy instance

Insurance contract or identification number	PQ923
Number of Individuals Covered	7
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,577
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,577
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	JAMES JUENGLING C/O AGENCY DEPART

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

819496

Policy instance

Insurance contract or identification number	819496
Number of Individuals Covered	24
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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 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

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

877781

Policy instance

Insurance contract or identification number	877781
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $47,791
Total amount of fees paid to insurance company	USD $9,454
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 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
Commission paid to Insurance Broker	USD $47,791
Insurance broker organization code?	3
Amount paid for insurance broker fees	9454
Additional information about fees paid to insurance broker	TPA SERVICE PROGRAM FEES
Insurance broker name	ASSOCIATED PENSION SERVICES, INC.

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Company Name:	MCGRATH-COLOSIMO, LTD.
Employer identification number (EIN):	363780892
NAIC Classification:	441110
NAIC Description:	New Car Dealers