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WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 401k Plan overview

Plan NameWILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST
Plan identification number 001

WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WILLIAMS CHEVROLET INC has sponsored the creation of one or more 401k plans.

Company Name:WILLIAMS CHEVROLET INC
Employer identification number (EIN):382943313
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about WILLIAMS CHEVROLET INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2228645

More information about WILLIAMS CHEVROLET INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-06-01GEORGE CHICHESTER2024-03-08
0012021-06-01GEORGE CHICHESTER2023-03-05
0012020-06-01GEORGE CHICHESTER2022-03-08
0012019-06-01GEORGE CHICHESTER2021-03-04
0012018-06-01GEORGE CHICHESTER2020-03-04
0012017-06-01
0012016-06-01
0012015-06-01
0012014-06-01GEORGE CHICHESTER
0012013-06-01GEORGE CHICHESTER
0012012-06-01GEORGE CHICHESTER
0012011-06-01GEORGE CHICHESTER
0012010-06-01GEORGE CHICHESTER
0012009-06-01GEORGE CHICHESTER

Plan Statistics for WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST

401k plan membership statisitcs for WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST

Measure Date Value
2022: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-06-01112
Total number of active participants reported on line 7a of the Form 55002022-06-0185
Number of retired or separated participants receiving benefits2022-06-010
Number of other retired or separated participants entitled to future benefits2022-06-0114
Total of all active and inactive participants2022-06-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-06-010
Total participants2022-06-0199
Number of participants with account balances2022-06-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-06-014
2021: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-06-01110
Total number of active participants reported on line 7a of the Form 55002021-06-0194
Number of retired or separated participants receiving benefits2021-06-010
Number of other retired or separated participants entitled to future benefits2021-06-0112
Total of all active and inactive participants2021-06-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-010
Total participants2021-06-01106
Number of participants with account balances2021-06-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-06-011
2020: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-06-01122
Total number of active participants reported on line 7a of the Form 55002020-06-0190
Number of retired or separated participants receiving benefits2020-06-010
Number of other retired or separated participants entitled to future benefits2020-06-0113
Total of all active and inactive participants2020-06-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-010
Total participants2020-06-01103
Number of participants with account balances2020-06-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-06-012
2019: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-06-01124
Total number of active participants reported on line 7a of the Form 55002019-06-01105
Number of retired or separated participants receiving benefits2019-06-010
Number of other retired or separated participants entitled to future benefits2019-06-019
Total of all active and inactive participants2019-06-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-010
Total participants2019-06-01114
Number of participants with account balances2019-06-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-011
2018: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-06-01112
Total number of active participants reported on line 7a of the Form 55002018-06-01103
Number of retired or separated participants receiving benefits2018-06-010
Number of other retired or separated participants entitled to future benefits2018-06-0112
Total of all active and inactive participants2018-06-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-010
Total participants2018-06-01115
Number of participants with account balances2018-06-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-010
2017: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-06-01131
Total number of active participants reported on line 7a of the Form 55002017-06-0193
Number of retired or separated participants receiving benefits2017-06-011
Number of other retired or separated participants entitled to future benefits2017-06-0113
Total of all active and inactive participants2017-06-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-010
Total participants2017-06-01107
Number of participants with account balances2017-06-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-010
2016: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-06-01137
Total number of active participants reported on line 7a of the Form 55002016-06-01110
Number of retired or separated participants receiving benefits2016-06-010
Number of other retired or separated participants entitled to future benefits2016-06-0110
Total of all active and inactive participants2016-06-01120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-010
Total participants2016-06-01120
Number of participants with account balances2016-06-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-010
2015: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-06-01123
Total number of active participants reported on line 7a of the Form 55002015-06-01122
Number of retired or separated participants receiving benefits2015-06-010
Number of other retired or separated participants entitled to future benefits2015-06-015
Total of all active and inactive participants2015-06-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-010
Total participants2015-06-01127
Number of participants with account balances2015-06-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-010
2014: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-06-01135
Total number of active participants reported on line 7a of the Form 55002014-06-01104
Number of retired or separated participants receiving benefits2014-06-010
Number of other retired or separated participants entitled to future benefits2014-06-015
Total of all active and inactive participants2014-06-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-010
Total participants2014-06-01109
Number of participants with account balances2014-06-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-010
2013: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-06-01125
Total number of active participants reported on line 7a of the Form 55002013-06-01109
Number of retired or separated participants receiving benefits2013-06-010
Number of other retired or separated participants entitled to future benefits2013-06-019
Total of all active and inactive participants2013-06-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-010
Total participants2013-06-01118
Number of participants with account balances2013-06-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-010
2012: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-06-01125
Total number of active participants reported on line 7a of the Form 55002012-06-01106
Number of retired or separated participants receiving benefits2012-06-011
Number of other retired or separated participants entitled to future benefits2012-06-018
Total of all active and inactive participants2012-06-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-010
Total participants2012-06-01115
Number of participants with account balances2012-06-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-010
2011: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-06-01119
Total number of active participants reported on line 7a of the Form 55002011-06-01108
Number of other retired or separated participants entitled to future benefits2011-06-018
Total of all active and inactive participants2011-06-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-010
Total participants2011-06-01116
Number of participants with account balances2011-06-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-010
2010: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-06-01117
Total number of active participants reported on line 7a of the Form 55002010-06-01100
Number of retired or separated participants receiving benefits2010-06-010
Number of other retired or separated participants entitled to future benefits2010-06-015
Total of all active and inactive participants2010-06-01105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-010
Total participants2010-06-01105
Number of participants with account balances2010-06-0157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-06-010
2009: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-06-01123
Total number of active participants reported on line 7a of the Form 55002009-06-0199
Number of retired or separated participants receiving benefits2009-06-011
Number of other retired or separated participants entitled to future benefits2009-06-0114
Total of all active and inactive participants2009-06-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-010
Total participants2009-06-01114
Number of participants with account balances2009-06-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-010

Financial Data on WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST

Measure Date Value
2023 : WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-05-31$0
Total income from all sources (including contributions)2023-05-31$404,547
Total loss/gain on sale of assets2023-05-31$0
Total of all expenses incurred2023-05-31$173,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-05-31$144,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-05-31$369,066
Value of total assets at end of year2023-05-31$4,059,737
Value of total assets at beginning of year2023-05-31$3,828,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-05-31$29,343
Total interest from all sources2023-05-31$1,390
Total dividends received (eg from common stock, registered investment company shares)2023-05-31$18,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-05-31$18,504
Administrative expenses professional fees incurred2023-05-31$29,343
Was this plan covered by a fidelity bond2023-05-31Yes
Value of fidelity bond cover2023-05-31$300,000
If this is an individual account plan, was there a blackout period2023-05-31No
Were there any nonexempt tranactions with any party-in-interest2023-05-31No
Contributions received from participants2023-05-31$338,775
Participant contributions at end of year2023-05-31$38,936
Participant contributions at beginning of year2023-05-31$15,430
Total non interest bearing cash at end of year2023-05-31$293
Total non interest bearing cash at beginning of year2023-05-31$439
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Value of net income/loss2023-05-31$230,925
Value of net assets at end of year (total assets less liabilities)2023-05-31$4,059,737
Value of net assets at beginning of year (total assets less liabilities)2023-05-31$3,828,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-05-31No
Were any leases to which the plan was party in default or uncollectible2023-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-05-31$316,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-05-31$613,134
Interest on participant loans2023-05-31$1,390
Value of interest in common/collective trusts at end of year2023-05-31$3,653,243
Value of interest in common/collective trusts at beginning of year2023-05-31$3,151,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-05-31$455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-05-31$50,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-05-31$47,911
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-05-31$15,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-05-31No
Was there a failure to transmit to the plan any participant contributions2023-05-31Yes
Has the plan failed to provide any benefit when due under the plan2023-05-31No
Contributions received in cash from employer2023-05-31$30,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-05-31$144,279
Did the plan have assets held for investment2023-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-05-31No
Opinion of an independent qualified public accountant for this plan2023-05-31Unqualified
Accountancy firm name2023-05-31WOJESKI & COMPANY CPA'S P.C.
Accountancy firm EIN2023-05-31141798364
2022 : WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-05-31$0
Total income from all sources (including contributions)2022-05-31$29,159
Total loss/gain on sale of assets2022-05-31$0
Total of all expenses incurred2022-05-31$75,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$40,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$275,083
Value of total assets at end of year2022-05-31$3,828,812
Value of total assets at beginning of year2022-05-31$3,874,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$34,299
Total interest from all sources2022-05-31$1,144
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$39,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$39,132
Administrative expenses professional fees incurred2022-05-31$34,299
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$400,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Contributions received from participants2022-05-31$252,794
Participant contributions at end of year2022-05-31$15,430
Participant contributions at beginning of year2022-05-31$23,980
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-05-31$17,045
Total non interest bearing cash at end of year2022-05-31$439
Total non interest bearing cash at beginning of year2022-05-31$22,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$-45,907
Value of net assets at end of year (total assets less liabilities)2022-05-31$3,828,812
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$3,874,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$613,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$647,025
Interest on participant loans2022-05-31$1,144
Value of interest in common/collective trusts at end of year2022-05-31$3,151,898
Value of interest in common/collective trusts at beginning of year2022-05-31$3,118,203
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-05-31$47,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-05-31$45,681
Expenses. Payments to insurance carriers foe the provision of benefits2022-05-31$1,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-286,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31No
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$22,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-05-31$39,363
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31WOJESKI & COMPANY CPA'S P.C.
Accountancy firm EIN2022-05-31141798364
2021 : WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-05-31$0
Total income from all sources (including contributions)2021-05-31$1,215,855
Total loss/gain on sale of assets2021-05-31$0
Total of all expenses incurred2021-05-31$268,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$237,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$236,887
Value of total assets at end of year2021-05-31$3,874,719
Value of total assets at beginning of year2021-05-31$2,927,489
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$31,001
Total interest from all sources2021-05-31$2,821
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$17,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$17,996
Administrative expenses professional fees incurred2021-05-31$31,001
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$300,000
If this is an individual account plan, was there a blackout period2021-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-05-31$0
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Contributions received from participants2021-05-31$217,206
Participant contributions at end of year2021-05-31$23,980
Participant contributions at beginning of year2021-05-31$121,501
Income. Received or receivable in cash from other sources (including rollovers)2021-05-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-05-31$17,045
Total non interest bearing cash at end of year2021-05-31$22,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$947,230
Value of net assets at end of year (total assets less liabilities)2021-05-31$3,874,719
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$2,927,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$647,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$969,873
Interest on participant loans2021-05-31$2,821
Value of interest in common/collective trusts at end of year2021-05-31$3,118,203
Value of interest in common/collective trusts at beginning of year2021-05-31$1,794,808
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-05-31$6
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-05-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-05-31$45,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-05-31$41,301
Expenses. Payments to insurance carriers foe the provision of benefits2021-05-31$1,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$958,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$19,681
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$236,220
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
Accountancy firm name2021-05-31WOJESKI & COMPANY CPA'S P.C.
Accountancy firm EIN2021-05-31141798364
2020 : WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-05-31$0
Total income from all sources (including contributions)2020-05-31$360,703
Total loss/gain on sale of assets2020-05-31$0
Total of all expenses incurred2020-05-31$308,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$276,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$177,116
Value of total assets at end of year2020-05-31$2,927,489
Value of total assets at beginning of year2020-05-31$2,874,901
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$31,147
Total interest from all sources2020-05-31$4,403
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$33,359
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$33,359
Administrative expenses professional fees incurred2020-05-31$1,097
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$300,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$157,390
Participant contributions at end of year2020-05-31$121,501
Participant contributions at beginning of year2020-05-31$35,253
Income. Received or receivable in cash from other sources (including rollovers)2020-05-31$5,818
Other income not declared elsewhere2020-05-31$358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$52,588
Value of net assets at end of year (total assets less liabilities)2020-05-31$2,927,489
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$2,874,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Investment advisory and management fees2020-05-31$21,567
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$969,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$845,218
Interest on participant loans2020-05-31$4,403
Value of interest in common/collective trusts at end of year2020-05-31$1,794,808
Value of interest in common/collective trusts at beginning of year2020-05-31$1,953,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-31$6
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-31$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-31$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-05-31$41,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-05-31$40,943
Expenses. Payments to insurance carriers foe the provision of benefits2020-05-31$1,404
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$22,181
Net investment gain or loss from common/collective trusts2020-05-31$123,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$13,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$275,564
Contract administrator fees2020-05-31$8,483
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31No
Opinion of an independent qualified public accountant for this plan2020-05-31Unqualified
Accountancy firm name2020-05-31WOJESKI & COMPANY CPA'S P.C.
Accountancy firm EIN2020-05-31141798364
2019 : WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$0
Total income from all sources (including contributions)2019-05-31$190,667
Total loss/gain on sale of assets2019-05-31$0
Total of all expenses incurred2019-05-31$220,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$189,277
Value of total corrective distributions2019-05-31$529
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$183,092
Value of total assets at end of year2019-05-31$2,874,901
Value of total assets at beginning of year2019-05-31$2,905,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$31,067
Total interest from all sources2019-05-31$1,321
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$57,358
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$57,358
Administrative expenses professional fees incurred2019-05-31$1,075
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$300,000
If this is an individual account plan, was there a blackout period2019-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-05-31$0
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$155,665
Participant contributions at end of year2019-05-31$35,253
Participant contributions at beginning of year2019-05-31$20,601
Income. Received or receivable in cash from other sources (including rollovers)2019-05-31$27,427
Other income not declared elsewhere2019-05-31$1,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$-30,206
Value of net assets at end of year (total assets less liabilities)2019-05-31$2,874,901
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$2,905,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Investment advisory and management fees2019-05-31$21,443
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$845,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$892,129
Interest on participant loans2019-05-31$1,321
Value of interest in common/collective trusts at end of year2019-05-31$1,953,486
Value of interest in common/collective trusts at beginning of year2019-05-31$1,947,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-05-31$1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-05-31$2,359
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-05-31$2,359
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-05-31$40,943
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-05-31$42,374
Expenses. Payments to insurance carriers foe the provision of benefits2019-05-31$1,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$-62,642
Net investment gain or loss from common/collective trusts2019-05-31$9,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$187,789
Contract administrator fees2019-05-31$8,549
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31No
Opinion of an independent qualified public accountant for this plan2019-05-31Unqualified
Accountancy firm name2019-05-31WOJESKI & COMPANY CPA'S P.C.
Accountancy firm EIN2019-05-31141798364
2018 : WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$0
Total income from all sources (including contributions)2018-05-31$456,750
Total loss/gain on sale of assets2018-05-31$0
Total of all expenses incurred2018-05-31$110,156
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$82,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$140,616
Value of total assets at end of year2018-05-31$2,905,107
Value of total assets at beginning of year2018-05-31$2,558,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$27,443
Total interest from all sources2018-05-31$1,075
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$41,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$41,743
Administrative expenses professional fees incurred2018-05-31$1,103
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$1,000,000
If this is an individual account plan, was there a blackout period2018-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-05-31$0
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$140,616
Participant contributions at end of year2018-05-31$20,601
Participant contributions at beginning of year2018-05-31$36,084
Other income not declared elsewhere2018-05-31$2,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$346,594
Value of net assets at end of year (total assets less liabilities)2018-05-31$2,905,107
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$2,558,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Investment advisory and management fees2018-05-31$20,634
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$892,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$748,233
Interest on participant loans2018-05-31$1,075
Value of interest in common/collective trusts at end of year2018-05-31$1,947,644
Value of interest in common/collective trusts at beginning of year2018-05-31$1,732,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-31$2,359
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-31$2,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-31$2,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-05-31$42,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-05-31$39,397
Expenses. Payments to insurance carriers foe the provision of benefits2018-05-31$1,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$71,838
Net investment gain or loss from common/collective trusts2018-05-31$198,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$80,973
Contract administrator fees2018-05-31$5,706
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31No
Opinion of an independent qualified public accountant for this plan2018-05-31Unqualified
Accountancy firm name2018-05-31WOJESKI & COMPANY CPA'S P.C.
Accountancy firm EIN2018-05-31141798364
2017 : WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-05-31$0
Total income from all sources (including contributions)2017-05-31$480,314
Total loss/gain on sale of assets2017-05-31$0
Total of all expenses incurred2017-05-31$764,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$733,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$167,811
Value of total assets at end of year2017-05-31$2,558,513
Value of total assets at beginning of year2017-05-31$2,842,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$30,386
Total interest from all sources2017-05-31$2,235
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$13,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-31$13,918
Administrative expenses professional fees incurred2017-05-31$1,760
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$1,000,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$163,557
Participant contributions at end of year2017-05-31$36,084
Participant contributions at beginning of year2017-05-31$65,981
Other income not declared elsewhere2017-05-31$1,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$-283,698
Value of net assets at end of year (total assets less liabilities)2017-05-31$2,558,513
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$2,842,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Investment advisory and management fees2017-05-31$26,401
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$748,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$537,435
Interest on participant loans2017-05-31$2,235
Value of interest in common/collective trusts at end of year2017-05-31$1,732,775
Value of interest in common/collective trusts at beginning of year2017-05-31$2,198,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-05-31$2,024
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-05-31$2,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-05-31$2,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-05-31$39,397
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-05-31$37,823
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$35,089
Net investment gain or loss from common/collective trusts2017-05-31$260,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$4,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$733,626
Contract administrator fees2017-05-31$2,225
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31No
Opinion of an independent qualified public accountant for this plan2017-05-31Unqualified
Accountancy firm name2017-05-31WOJESKI & COMPANY CPA'S P.C.
Accountancy firm EIN2017-05-31141798364
2016 : WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-05-31$0
Total income from all sources (including contributions)2016-05-31$146,889
Total of all expenses incurred2016-05-31$57,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$26,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$204,092
Value of total assets at end of year2016-05-31$2,842,211
Value of total assets at beginning of year2016-05-31$2,753,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$31,630
Total interest from all sources2016-05-31$2,436
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Administrative expenses professional fees incurred2016-05-31$31,630
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$500,000
If this is an individual account plan, was there a blackout period2016-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-05-31$0
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$204,092
Participant contributions at end of year2016-05-31$65,981
Participant contributions at beginning of year2016-05-31$62,650
Participant contributions at end of year2016-05-31$0
Participant contributions at beginning of year2016-05-31$3,509
Other income not declared elsewhere2016-05-31$2,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$89,117
Value of net assets at end of year (total assets less liabilities)2016-05-31$2,842,211
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$2,753,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$537,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$556,625
Interest on participant loans2016-05-31$2,436
Value of interest in common/collective trusts at end of year2016-05-31$2,198,415
Value of interest in common/collective trusts at beginning of year2016-05-31$2,094,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-05-31$2,557
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-05-31$17
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-05-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-05-31$37,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-05-31$35,580
Expenses. Payments to insurance carriers foe the provision of benefits2016-05-31$1,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-29,800
Net investment gain or loss from common/collective trusts2016-05-31$-32,082
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$24,402
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31No
Opinion of an independent qualified public accountant for this plan2016-05-31Unqualified
Accountancy firm name2016-05-31WOJESKI & COMPANY CPA'S P.C.
Accountancy firm EIN2016-05-31141798364
2015 : WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-05-31$0
Total income from all sources (including contributions)2015-05-31$389,051
Total loss/gain on sale of assets2015-05-31$0
Total of all expenses incurred2015-05-31$164,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$131,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$196,186
Value of total assets at end of year2015-05-31$2,753,094
Value of total assets at beginning of year2015-05-31$2,528,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$32,399
Total interest from all sources2015-05-31$1,540
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$500,000
If this is an individual account plan, was there a blackout period2015-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-05-31$0
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$189,223
Participant contributions at end of year2015-05-31$62,650
Participant contributions at beginning of year2015-05-31$29,785
Participant contributions at end of year2015-05-31$3,509
Participant contributions at beginning of year2015-05-31$2,300
Income. Received or receivable in cash from other sources (including rollovers)2015-05-31$6,963
Other income not declared elsewhere2015-05-31$-4,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$224,706
Value of net assets at end of year (total assets less liabilities)2015-05-31$2,753,094
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$2,528,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$556,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$556,345
Interest on participant loans2015-05-31$1,540
Value of interest in common/collective trusts at end of year2015-05-31$2,094,713
Value of interest in common/collective trusts at beginning of year2015-05-31$1,899,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-05-31$17
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$17
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-05-31$35,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-05-31$40,137
Expenses. Payments to insurance carriers foe the provision of benefits2015-05-31$1,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$66,119
Net investment gain or loss from common/collective trusts2015-05-31$129,763
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$130,206
Contract administrator fees2015-05-31$32,399
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31No
Opinion of an independent qualified public accountant for this plan2015-05-31Unqualified
Accountancy firm name2015-05-31WOJESKI & COMPANY CPA'S P.C.
Accountancy firm EIN2015-05-31141798364
2014 : WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-05-31$10,160
Total income from all sources (including contributions)2014-05-31$541,058
Total loss/gain on sale of assets2014-05-31$0
Total of all expenses incurred2014-05-31$153,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$125,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$210,191
Value of total assets at end of year2014-05-31$2,528,388
Value of total assets at beginning of year2014-05-31$2,151,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$28,472
Total interest from all sources2014-05-31$1,133
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$500,000
If this is an individual account plan, was there a blackout period2014-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-05-31$0
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$210,191
Participant contributions at end of year2014-05-31$29,785
Participant contributions at beginning of year2014-05-31$42,413
Participant contributions at end of year2014-05-31$2,300
Participant contributions at beginning of year2014-05-31$1,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-05-31$10,160
Other income not declared elsewhere2014-05-31$2,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$387,238
Value of net assets at end of year (total assets less liabilities)2014-05-31$2,528,388
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$2,141,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$556,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$2,004,082
Income. Interest from loans (other than to participants)2014-05-31$1,133
Value of interest in common/collective trusts at end of year2014-05-31$1,899,804
Value of interest in common/collective trusts at beginning of year2014-05-31$65,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-05-31$17
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-05-31$13
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-05-31$13
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-05-31$40,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-05-31$37,160
Expenses. Payments to insurance carriers foe the provision of benefits2014-05-31$2,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$220,589
Net investment gain or loss from common/collective trusts2014-05-31$106,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$123,239
Contract administrator fees2014-05-31$28,472
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31No
Opinion of an independent qualified public accountant for this plan2014-05-31Unqualified
Accountancy firm name2014-05-31WOJESKI & COMPANY CPA'S P.C.
Accountancy firm EIN2014-05-31141798364
2013 : WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$10,160
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-05-31$0
Total income from all sources (including contributions)2013-05-31$513,109
Total loss/gain on sale of assets2013-05-31$0
Total of all expenses incurred2013-05-31$138,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$114,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$161,383
Value of total assets at end of year2013-05-31$2,151,310
Value of total assets at beginning of year2013-05-31$1,767,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$24,683
Total interest from all sources2013-05-31$1,203
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$500,000
If this is an individual account plan, was there a blackout period2013-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-05-31$0
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$161,383
Participant contributions at end of year2013-05-31$42,413
Participant contributions at beginning of year2013-05-31$37,247
Participant contributions at end of year2013-05-31$1,969
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-05-31$10,160
Other income not declared elsewhere2013-05-31$2,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$374,111
Value of net assets at end of year (total assets less liabilities)2013-05-31$2,141,150
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$1,767,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$2,004,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$1,638,602
Interest on participant loans2013-05-31$1,203
Value of interest in common/collective trusts at end of year2013-05-31$65,673
Value of interest in common/collective trusts at beginning of year2013-05-31$54,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-05-31$13
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-05-31$2,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-05-31$2,081
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-05-31$37,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-05-31$34,247
Expenses. Payments to insurance carriers foe the provision of benefits2013-05-31$2,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$344,571
Net investment gain or loss from common/collective trusts2013-05-31$3,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$112,083
Contract administrator fees2013-05-31$24,683
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31No
Opinion of an independent qualified public accountant for this plan2013-05-31Unqualified
Accountancy firm name2013-05-31WOJESKI & COMPANY CPA'S P.C.
Accountancy firm EIN2013-05-31141798364
2012 : WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total income from all sources (including contributions)2012-05-31$118,990
Total loss/gain on sale of assets2012-05-31$0
Total of all expenses incurred2012-05-31$123,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$97,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$180,222
Value of total assets at end of year2012-05-31$1,767,039
Value of total assets at beginning of year2012-05-31$1,771,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$26,327
Total interest from all sources2012-05-31$1,928
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$500,000
If this is an individual account plan, was there a blackout period2012-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-05-31$0
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$174,600
Participant contributions at end of year2012-05-31$37,247
Participant contributions at beginning of year2012-05-31$46,056
Participant contributions at beginning of year2012-05-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-05-31$5,622
Other income not declared elsewhere2012-05-31$-3,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$-4,859
Value of net assets at end of year (total assets less liabilities)2012-05-31$1,767,039
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$1,771,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$1,638,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$1,631,336
Interest on participant loans2012-05-31$1,928
Value of interest in common/collective trusts at end of year2012-05-31$54,862
Value of interest in common/collective trusts at beginning of year2012-05-31$54,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-05-31$2,081
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-05-31$2,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-05-31$2,069
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-05-31$34,247
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-05-31$37,696
Expenses. Payments to insurance carriers foe the provision of benefits2012-05-31$2,232
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$-60,270
Net investment gain or loss from common/collective trusts2012-05-31$1,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$95,290
Contract administrator fees2012-05-31$26,327
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31No
Opinion of an independent qualified public accountant for this plan2012-05-31Unqualified
Accountancy firm name2012-05-31WOJESKI & COMPANY CPA'S P.C.
Accountancy firm EIN2012-05-31141798364
2011 : WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-05-31$315,677
Total unrealized appreciation/depreciation of assets2011-05-31$315,677
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$1,443
Total income from all sources (including contributions)2011-05-31$486,718
Total loss/gain on sale of assets2011-05-31$0
Total of all expenses incurred2011-05-31$277,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$240,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$135,228
Value of total assets at end of year2011-05-31$1,771,898
Value of total assets at beginning of year2011-05-31$1,563,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$36,737
Total interest from all sources2011-05-31$2,442
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$28,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-05-31$28,036
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$500,000
If this is an individual account plan, was there a blackout period2011-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-05-31$0
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$135,228
Participant contributions at end of year2011-05-31$46,056
Participant contributions at beginning of year2011-05-31$55,645
Participant contributions at end of year2011-05-31$0
Participant contributions at beginning of year2011-05-31$974
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-05-31$1,443
Other income not declared elsewhere2011-05-31$5,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$209,713
Value of net assets at end of year (total assets less liabilities)2011-05-31$1,771,898
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$1,562,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$1,631,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$1,438,716
Interest on participant loans2011-05-31$2,442
Value of interest in common/collective trusts at end of year2011-05-31$54,741
Value of interest in common/collective trusts at beginning of year2011-05-31$35,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-05-31$2,069
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-05-31$11
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-05-31$11
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-05-31$37,696
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-05-31$32,361
Expenses. Payments to insurance carriers foe the provision of benefits2011-05-31$2,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$237,604
Contract administrator fees2011-05-31$36,737
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31No
Opinion of an independent qualified public accountant for this plan2011-05-31Unqualified
Accountancy firm name2011-05-31SALLAN NEMES LYMAN & STRAKOVITS CPA
Accountancy firm EIN2011-05-31381967897
2010 : WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-05-31$0

Form 5500 Responses for WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST

2022: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2022 form 5500 responses
2022-06-01Type of plan entitySingle employer plan
2022-06-01Submission has been amendedNo
2022-06-01This submission is the final filingNo
2022-06-01This return/report is a short plan year return/report (less than 12 months)No
2022-06-01Plan is a collectively bargained planNo
2022-06-01Plan funding arrangement – InsuranceYes
2022-06-01Plan funding arrangement – TrustYes
2022-06-01Plan benefit arrangement – InsuranceYes
2022-06-01Plan benefit arrangement - TrustYes
2021: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01Submission has been amendedNo
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)No
2021-06-01Plan is a collectively bargained planNo
2021-06-01Plan funding arrangement – InsuranceYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement – InsuranceYes
2021-06-01Plan benefit arrangement - TrustYes
2020: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planNo
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement – InsuranceYes
2020-06-01Plan benefit arrangement - TrustYes
2019: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planNo
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement – InsuranceYes
2019-06-01Plan benefit arrangement - TrustYes
2018: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planNo
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement – InsuranceYes
2018-06-01Plan benefit arrangement - TrustYes
2017: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – InsuranceYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement – InsuranceYes
2017-06-01Plan benefit arrangement - TrustYes
2016: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – InsuranceYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement – InsuranceYes
2016-06-01Plan benefit arrangement - TrustYes
2015: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes
2014: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement – InsuranceYes
2014-06-01Plan benefit arrangement - TrustYes
2013: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement – InsuranceYes
2013-06-01Plan benefit arrangement - TrustYes
2012: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planNo
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement – InsuranceYes
2012-06-01Plan benefit arrangement - TrustYes
2011: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planNo
2011-06-01Plan funding arrangement – InsuranceYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement – InsuranceYes
2011-06-01Plan benefit arrangement - TrustYes
2010: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Submission has been amendedNo
2010-06-01This submission is the final filingNo
2010-06-01This return/report is a short plan year return/report (less than 12 months)No
2010-06-01Plan is a collectively bargained planNo
2010-06-01Plan funding arrangement – InsuranceYes
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement – InsuranceYes
2010-06-01Plan benefit arrangement - TrustYes
2009: WILLIAMS CHEVROLET, INC. 401(K) PLAN & TRUST 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – InsuranceYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement – InsuranceYes
2009-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400084
Policy instance 1
Insurance contract or identification number97400084
Number of Individuals Covered2
Insurance policy start date2022-06-01
Insurance policy end date2023-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400084
Policy instance 1
Insurance contract or identification number97400084
Number of Individuals Covered2
Insurance policy start date2021-06-01
Insurance policy end date2022-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400084
Policy instance 1
Insurance contract or identification number97400084
Number of Individuals Covered2
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400084
Policy instance 1
Insurance contract or identification number97400084
Number of Individuals Covered2
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400084
Policy instance 1
Insurance contract or identification number97400084
Number of Individuals Covered2
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400084
Policy instance 1
Insurance contract or identification number97400084
Number of Individuals Covered3
Insurance policy start date2017-06-01
Insurance policy end date2018-05-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400084
Policy instance 1
Insurance contract or identification number97400084
Number of Individuals Covered3
Insurance policy start date2015-06-01
Insurance policy end date2016-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400084
Policy instance 1
Insurance contract or identification number97400084
Number of Individuals Covered4
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400084
Policy instance 1
Insurance contract or identification number97400084
Number of Individuals Covered5
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400084
Policy instance 1
Insurance contract or identification number97400084
Number of Individuals Covered5
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400084
Policy instance 1
Insurance contract or identification number97400084
Number of Individuals Covered5
Insurance policy start date2011-06-01
Insurance policy end date2012-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400084
Policy instance 1
Insurance contract or identification number97400084
Number of Individuals Covered7
Insurance policy start date2010-06-01
Insurance policy end date2011-05-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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