401k Plan data: PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN plan

PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN 401k Plan overview

Plan Name	PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN
Plan identification number	002

PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

PATSY LOU WILLIAMSON AUTOMOTIVE GROUP has sponsored the creation of one or more 401k plans.

Company Name: PATSY LOU WILLIAMSON AUTOMOTIVE GROUP

Employer identification number (EIN): 381956604

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-07-01
002 2016-07-01
002 2015-07-01
002 2014-07-01
002 2013-07-01
002 2012-07-01 CAROL PATTILLO 2014-04-03 CAROL PATTILLO 2014-04-03
002 2011-07-01 CAROL PATTILLO 2013-01-28 CAROL PATTILLO 2013-01-28
002 2010-07-01 CAROL PATTILLO 2012-01-16 CAROL PATTILLO 2012-01-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2017-07-01
002	2016-07-01
002	2015-07-01
002	2014-07-01
002	2013-07-01
002	2012-07-01	CAROL PATTILLO	2014-04-03	CAROL PATTILLO	2014-04-03
002	2011-07-01	CAROL PATTILLO	2013-01-28	CAROL PATTILLO	2013-01-28
002	2010-07-01	CAROL PATTILLO	2012-01-16	CAROL PATTILLO	2012-01-16

Plan Statistics for PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN

401k plan membership statisitcs for PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN

Measure Date Value
2017: PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-07-01 132
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 102
Number of other retired or separated participants entitled to future benefits 2017-07-01 2
Total of all active and inactive participants 2017-07-01 104
Total participants 2017-07-01 104
Number of participants with account balances 2017-07-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
2016: PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-07-01 122
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 94
Number of other retired or separated participants entitled to future benefits 2016-07-01 3
Total of all active and inactive participants 2016-07-01 97
Total participants 2016-07-01 97
Number of participants with account balances 2016-07-01 43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
2015: PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-07-01 153
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 105
Number of other retired or separated participants entitled to future benefits 2015-07-01 6
Total of all active and inactive participants 2015-07-01 111
Total participants 2015-07-01 111
Number of participants with account balances 2015-07-01 52
2014: PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-07-01 136
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 128
Number of other retired or separated participants entitled to future benefits 2014-07-01 6
Total of all active and inactive participants 2014-07-01 134
Total participants 2014-07-01 134
Number of participants with account balances 2014-07-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-07-01 129
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 113
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 7
Total of all active and inactive participants 2013-07-01 120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 120
Number of participants with account balances 2013-07-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0

Measure	Date	Value
2017: PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-07-01	132
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	102
Number of other retired or separated participants entitled to future benefits	2017-07-01	2
Total of all active and inactive participants	2017-07-01	104
Total participants	2017-07-01	104
Number of participants with account balances	2017-07-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
2016: PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-07-01	122
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	94
Number of other retired or separated participants entitled to future benefits	2016-07-01	3
Total of all active and inactive participants	2016-07-01	97
Total participants	2016-07-01	97
Number of participants with account balances	2016-07-01	43
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
2015: PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-07-01	153
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	105
Number of other retired or separated participants entitled to future benefits	2015-07-01	6
Total of all active and inactive participants	2015-07-01	111
Total participants	2015-07-01	111
Number of participants with account balances	2015-07-01	52
2014: PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-07-01	136
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	128
Number of other retired or separated participants entitled to future benefits	2014-07-01	6
Total of all active and inactive participants	2014-07-01	134
Total participants	2014-07-01	134
Number of participants with account balances	2014-07-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-07-01	129
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	113
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	7
Total of all active and inactive participants	2013-07-01	120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	120
Number of participants with account balances	2013-07-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0

Financial Data on PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN

Measure	Date	Value
2018 : PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-06-30	$354,882
Total of all expenses incurred	2018-06-30	$46,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$35,659
Value of total corrective distributions	2018-06-30	$10,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$212,257
Value of total assets at end of year	2018-06-30	$2,408,914
Value of total assets at beginning of year	2018-06-30	$2,100,949
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$863
Total interest from all sources	2018-06-30	$2,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Contributions received from participants	2018-06-30	$212,257
Participant contributions at end of year	2018-06-30	$34,567
Participant contributions at beginning of year	2018-06-30	$46,973
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$307,965
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$2,408,914
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$2,100,949
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$360
Value of interest in pooled separate accounts at end of year	2018-06-30	$2,374,347
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$2,053,976
Interest on participant loans	2018-06-30	$2,032
Net investment gain/loss from pooled separate accounts	2018-06-30	$140,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	Yes
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$35,659
Contract administrator fees	2018-06-30	$503
Did the plan have assets held for investment	2018-06-30	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	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	DOEREN MAYHEW
Accountancy firm EIN	2018-06-30	382492570
2017 : PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-06-30	$431,695
Total of all expenses incurred	2017-06-30	$177,781
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$176,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$219,060
Value of total assets at end of year	2017-06-30	$2,100,949
Value of total assets at beginning of year	2017-06-30	$1,847,035
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$1,391
Total interest from all sources	2017-06-30	$1,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Contributions received from participants	2017-06-30	$219,060
Participant contributions at end of year	2017-06-30	$46,973
Participant contributions at beginning of year	2017-06-30	$42,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$253,914
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$2,100,949
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$1,847,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Investment advisory and management fees	2017-06-30	$254
Value of interest in pooled separate accounts at end of year	2017-06-30	$2,053,976
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$1,804,833
Interest on participant loans	2017-06-30	$1,659
Net investment gain/loss from pooled separate accounts	2017-06-30	$210,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$176,390
Contract administrator fees	2017-06-30	$1,137
Did the plan have assets held for investment	2017-06-30	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	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	DOEREN MAYHEW
Accountancy firm EIN	2017-06-30	382492570
2016 : PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-06-30	$201,139
Total of all expenses incurred	2016-06-30	$194,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$191,242
Expenses. Certain deemed distributions of participant loans	2016-06-30	$1,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$244,416
Value of total assets at end of year	2016-06-30	$1,847,035
Value of total assets at beginning of year	2016-06-30	$1,840,543
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$1,673
Total interest from all sources	2016-06-30	$1,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Contributions received from participants	2016-06-30	$244,416
Participant contributions at end of year	2016-06-30	$42,202
Participant contributions at beginning of year	2016-06-30	$50,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$6,492
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$1,847,035
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$1,840,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Investment advisory and management fees	2016-06-30	$1,403
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$0
Value of interest in pooled separate accounts at end of year	2016-06-30	$1,804,833
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$1,790,167
Interest on participant loans	2016-06-30	$1,733
Net investment gain/loss from pooled separate accounts	2016-06-30	$-45,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$191,242
Contract administrator fees	2016-06-30	$270
Did the plan have assets held for investment	2016-06-30	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	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	DOEREN MAYHEW
Accountancy firm EIN	2016-06-30	382492570
2015 : PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-06-30	$327,483
Total of all expenses incurred	2015-06-30	$772,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$768,674
Expenses. Certain deemed distributions of participant loans	2015-06-30	$1,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$286,134
Value of total assets at end of year	2015-06-30	$1,840,543
Value of total assets at beginning of year	2015-06-30	$2,285,492
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$2,246
Total interest from all sources	2015-06-30	$2,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Contributions received from participants	2015-06-30	$286,134
Participant contributions at end of year	2015-06-30	$50,376
Participant contributions at beginning of year	2015-06-30	$75,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-444,949
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$1,840,543
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$2,285,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Investment advisory and management fees	2015-06-30	$112
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$2,210,382
Value of interest in pooled separate accounts at end of year	2015-06-30	$1,790,167
Interest on participant loans	2015-06-30	$2,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$39,964
Net investment gain/loss from pooled separate accounts	2015-06-30	$-1,326
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$768,674
Contract administrator fees	2015-06-30	$2,134
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	2015-06-30	Yes
Did the plan have assets held for investment	2015-06-30	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	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	DOEREN MAYHEW
Accountancy firm EIN	2015-06-30	382492570
2014 : PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$688,692
Total loss/gain on sale of assets	2014-06-30	$344,929
Total of all expenses incurred	2014-06-30	$677,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$676,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$263,636
Value of total assets at end of year	2014-06-30	$2,285,492
Value of total assets at beginning of year	2014-06-30	$2,273,971
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$1,110
Total interest from all sources	2014-06-30	$3,441
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$76,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$76,686
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Contributions received from participants	2014-06-30	$263,636
Participant contributions at end of year	2014-06-30	$75,110
Participant contributions at beginning of year	2014-06-30	$78,606
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$0
Administrative expenses (other) incurred	2014-06-30	$1,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$11,521
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$2,285,492
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$2,273,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$2,210,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$2,195,365
Interest on participant loans	2014-06-30	$3,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$676,061
Did the plan have assets held for investment	2014-06-30	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	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Aggregate proceeds on sale of assets	2014-06-30	$344,929
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	No
Opinion of an independent qualified public accountant for this plan	2014-06-30	Unqualified
Accountancy firm name	2014-06-30	WILLIS, OSMOND & BEILSTEIN, LLP
Accountancy firm EIN	2014-06-30	340670924

Form 5500 Responses for PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN

2017: PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: PATSY LOU WILLIAMSON AUTOMOTIVE GROUP 401(K) PLAN 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

117614

Policy instance

Insurance contract or identification number	117614
Number of Individuals Covered	104
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $6,779
Total amount of fees paid to insurance company	USD $2,063
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

117614

Policy instance

Insurance contract or identification number	117614
Number of Individuals Covered	52
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $3,480
Total amount of fees paid to insurance company	USD $2,771
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,480
Insurance broker organization code?	3
Amount paid for insurance broker fees	2771
Insurance broker name	MICHIGAN BENEFIT CONSULTING, INC.

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

Policy contract number

Policy instance

Number of Individuals Covered	61
Insurance policy start date	2015-03-13
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $13,899
Total amount of fees paid to insurance company	USD $4,604
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,899
Amount paid for insurance broker fees	63
Insurance broker organization code?	3
Insurance broker name	MICHIGAN BENEFIT CONSULTING, INC.

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Company Name:	PATSY LOU WILLIAMSON AUTOMOTIVE GROUP
Employer identification number (EIN):	381956604
NAIC Classification:	441110
NAIC Description:	New Car Dealers