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BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 401k Plan overview

Plan NameBILL MARSH AUTO GROUP 401(K) PLAN & TRUST
Plan identification number 001

BILL MARSH AUTO GROUP 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.

401k Sponsoring company profile

MARSH AUTOMOTIVE GROUP has sponsored the creation of one or more 401k plans.

Company Name:MARSH AUTOMOTIVE GROUP
Employer identification number (EIN):383260370
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BILL MARSH AUTO GROUP 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JAMIE MARSH
0012016-01-01JAMIE MARSH
0012015-01-01JAMIE MARSH
0012014-01-01JAMIE MARSH
0012013-01-01DAVID M STAVE CFO
0012012-01-01DAVID M STAVE CFO
0012011-01-01DAVID M STAVE CFO
0012010-01-01DAVID M STAVE CFO
0012009-01-01DAVID M STAVE CFO

Plan Statistics for BILL MARSH AUTO GROUP 401(K) PLAN & TRUST

401k plan membership statisitcs for BILL MARSH AUTO GROUP 401(K) PLAN & TRUST

Measure Date Value
2022: BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01334
Total number of active participants reported on line 7a of the Form 55002022-01-01309
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0128
Total of all active and inactive participants2022-01-01342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01343
Number of participants with account balances2022-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01321
Total number of active participants reported on line 7a of the Form 55002021-01-01293
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0129
Total of all active and inactive participants2021-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01324
Number of participants with account balances2021-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01310
Total number of active participants reported on line 7a of the Form 55002020-01-01290
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0119
Total of all active and inactive participants2020-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01314
Number of participants with account balances2020-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01288
Total number of active participants reported on line 7a of the Form 55002019-01-01264
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-0121
Total of all active and inactive participants2019-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01290
Number of participants with account balances2019-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01258
Total number of active participants reported on line 7a of the Form 55002018-01-01228
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0126
Total of all active and inactive participants2018-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01257
Number of participants with account balances2018-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01263
Total number of active participants reported on line 7a of the Form 55002017-01-01231
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0121
Total of all active and inactive participants2017-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01254
Number of participants with account balances2017-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01237
Total number of active participants reported on line 7a of the Form 55002016-01-01222
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0126
Total of all active and inactive participants2016-01-01249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01249
Number of participants with account balances2016-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01226
Total number of active participants reported on line 7a of the Form 55002015-01-01211
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01241
Number of participants with account balances2015-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01205
Total number of active participants reported on line 7a of the Form 55002014-01-01191
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0132
Total of all active and inactive participants2014-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01225
Number of participants with account balances2014-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01228
Total number of active participants reported on line 7a of the Form 55002013-01-01175
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0130
Total of all active and inactive participants2013-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01205
Number of participants with account balances2013-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01209
Total number of active participants reported on line 7a of the Form 55002012-01-01185
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01213
Number of participants with account balances2012-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01234
Total number of active participants reported on line 7a of the Form 55002011-01-01185
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01199
Number of participants with account balances2011-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0155
2010: BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01202
Total number of active participants reported on line 7a of the Form 55002010-01-01183
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0136
Total of all active and inactive participants2010-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01219
Number of participants with account balances2010-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01199
Total number of active participants reported on line 7a of the Form 55002009-01-01172
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0130
Total of all active and inactive participants2009-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01202
Number of participants with account balances2009-01-01181

Financial Data on BILL MARSH AUTO GROUP 401(K) PLAN & TRUST

Measure Date Value
2022 : BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$82,988
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,720,379
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,430,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,348,153
Value of total corrective distributions2022-12-31$5,779
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,329,179
Value of total assets at end of year2022-12-31$17,059,804
Value of total assets at beginning of year2022-12-31$22,127,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$76,496
Total interest from all sources2022-12-31$11,253
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$641,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$641,352
Administrative expenses professional fees incurred2022-12-31$39,874
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$763,584
Participant contributions at end of year2022-12-31$202,037
Participant contributions at beginning of year2022-12-31$257,829
Participant contributions at end of year2022-12-31$55,097
Participant contributions at beginning of year2022-12-31$115
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$355,904
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$82,988
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$11,413
Total non interest bearing cash at end of year2022-12-31$11,099
Total non interest bearing cash at beginning of year2022-12-31$10,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,150,807
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,976,816
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,127,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$36,622
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,087,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,239,443
Interest on participant loans2022-12-31$11,241
Value of interest in common/collective trusts at end of year2022-12-31$703,083
Value of interest in common/collective trusts at beginning of year2022-12-31$619,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$12
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,723,495
Net investment gain or loss from common/collective trusts2022-12-31$9,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$209,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,348,153
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PLANTE & MORAN
Accountancy firm EIN2022-12-31381357951
2021 : BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,404,686
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$783,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$697,848
Value of total corrective distributions2021-12-31$10,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$969,683
Value of total assets at end of year2021-12-31$22,127,623
Value of total assets at beginning of year2021-12-31$19,506,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$74,698
Total interest from all sources2021-12-31$13,121
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,649,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,649,595
Administrative expenses professional fees incurred2021-12-31$38,794
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$745,286
Participant contributions at end of year2021-12-31$257,829
Participant contributions at beginning of year2021-12-31$279,710
Participant contributions at end of year2021-12-31$115
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$29,234
Other income not declared elsewhere2021-12-31$12,085
Total non interest bearing cash at end of year2021-12-31$10,604
Total non interest bearing cash at beginning of year2021-12-31$2,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,621,584
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,127,623
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$19,506,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$35,904
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,239,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$18,568,745
Interest on participant loans2021-12-31$13,121
Value of interest in common/collective trusts at end of year2021-12-31$619,632
Value of interest in common/collective trusts at beginning of year2021-12-31$652,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$750,448
Net investment gain or loss from common/collective trusts2021-12-31$9,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$195,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$697,848
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PLANTE & MORAN
Accountancy firm EIN2021-12-31381357951
2020 : BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,984,251
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$504,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$424,011
Value of total corrective distributions2020-12-31$13,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$747,744
Value of total assets at end of year2020-12-31$19,506,039
Value of total assets at beginning of year2020-12-31$16,026,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$67,144
Total interest from all sources2020-12-31$15,526
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$789,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$789,543
Administrative expenses professional fees incurred2020-12-31$31,943
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$596,229
Participant contributions at end of year2020-12-31$279,710
Participant contributions at beginning of year2020-12-31$310,307
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,981
Other income not declared elsewhere2020-12-31$9,660
Total non interest bearing cash at end of year2020-12-31$2,566
Total non interest bearing cash at beginning of year2020-12-31$2,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,479,581
Value of net assets at end of year (total assets less liabilities)2020-12-31$19,506,039
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,026,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$35,201
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$18,568,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$15,056,067
Interest on participant loans2020-12-31$15,520
Value of interest in common/collective trusts at end of year2020-12-31$652,361
Value of interest in common/collective trusts at beginning of year2020-12-31$654,517
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,657
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,797
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,411,426
Net investment gain or loss from common/collective trusts2020-12-31$10,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$139,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$424,011
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PLANTE & MORAN
Accountancy firm EIN2020-12-31381357951
2019 : BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,890,561
Total income from all sources (including contributions)2019-12-31$3,890,561
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,818,513
Total of all expenses incurred2019-12-31$2,818,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,604,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,604,581
Expenses. Certain deemed distributions of participant loans2019-12-31$134,256
Expenses. Certain deemed distributions of participant loans2019-12-31$134,256
Value of total corrective distributions2019-12-31$14,673
Value of total corrective distributions2019-12-31$14,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$739,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$739,369
Value of total assets at end of year2019-12-31$16,026,458
Value of total assets at end of year2019-12-31$16,026,458
Value of total assets at beginning of year2019-12-31$14,954,410
Value of total assets at beginning of year2019-12-31$14,954,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,003
Total interest from all sources2019-12-31$24,224
Total interest from all sources2019-12-31$24,224
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$647,470
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$647,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$647,470
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$647,470
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$578,829
Participant contributions at end of year2019-12-31$310,307
Participant contributions at end of year2019-12-31$310,307
Participant contributions at beginning of year2019-12-31$544,790
Administrative expenses (other) incurred2019-12-31$2,955
Administrative expenses (other) incurred2019-12-31$2,955
Total non interest bearing cash at end of year2019-12-31$2,770
Total non interest bearing cash at end of year2019-12-31$2,770
Total non interest bearing cash at beginning of year2019-12-31$3,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,072,048
Value of net income/loss2019-12-31$1,072,048
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,026,458
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,026,458
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,954,410
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,954,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$62,048
Investment advisory and management fees2019-12-31$62,048
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,056,067
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,056,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,517,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$13,517,337
Interest on participant loans2019-12-31$24,224
Interest on participant loans2019-12-31$24,224
Value of interest in common/collective trusts at end of year2019-12-31$654,517
Value of interest in common/collective trusts at end of year2019-12-31$654,517
Value of interest in common/collective trusts at beginning of year2019-12-31$885,330
Value of interest in common/collective trusts at beginning of year2019-12-31$885,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,797
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$743
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,479,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,479,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$160,540
Contributions received in cash from employer2019-12-31$160,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,604,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,604,581
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PLANTE & MORAN
Accountancy firm name2019-12-31PLANTE & MORAN
Accountancy firm EIN2019-12-31381357951
Accountancy firm EIN2019-12-31381357951
2018 : BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$125,204
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,635,394
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,565,370
Value of total corrective distributions2018-12-31$10,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$826,339
Value of total assets at end of year2018-12-31$14,954,410
Value of total assets at beginning of year2018-12-31$16,464,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$59,082
Total interest from all sources2018-12-31$24,593
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$625,645
Participant contributions at end of year2018-12-31$544,790
Participant contributions at beginning of year2018-12-31$441,811
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$34,625
Total non interest bearing cash at end of year2018-12-31$3,255
Total non interest bearing cash at beginning of year2018-12-31$4,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,510,190
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,954,410
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,464,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$59,082
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$13,517,337
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$14,564,597
Interest on participant loans2018-12-31$24,593
Value of interest in common/collective trusts at end of year2018-12-31$885,330
Value of interest in common/collective trusts at beginning of year2018-12-31$1,447,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$743
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-725,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$166,069
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,565,370
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PLANTE & MORAN
Accountancy firm EIN2018-12-31381357951
2017 : BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,691,210
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,009,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$933,016
Value of total corrective distributions2017-12-31$26,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,343,036
Value of total assets at end of year2017-12-31$16,464,600
Value of total assets at beginning of year2017-12-31$13,782,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$49,780
Total interest from all sources2017-12-31$18,145
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$538,846
Participant contributions at end of year2017-12-31$441,811
Participant contributions at beginning of year2017-12-31$402,700
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$659,735
Other income not declared elsewhere2017-12-31$2,676
Total non interest bearing cash at end of year2017-12-31$4,343
Total non interest bearing cash at beginning of year2017-12-31$3,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,682,210
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,464,600
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$13,782,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$49,780
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$14,564,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,101,761
Interest on participant loans2017-12-31$18,145
Value of interest in common/collective trusts at end of year2017-12-31$1,447,914
Value of interest in common/collective trusts at beginning of year2017-12-31$1,266,553
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,935
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$8,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,327,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$144,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$933,016
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PLANTE & MORAN
Accountancy firm EIN2017-12-31381357951
2016 : BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,742,911
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$561,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$465,818
Value of total corrective distributions2016-12-31$42,978
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$920,575
Value of total assets at end of year2016-12-31$13,782,390
Value of total assets at beginning of year2016-12-31$12,600,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$52,620
Total interest from all sources2016-12-31$17,027
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$551,687
Participant contributions at end of year2016-12-31$402,700
Participant contributions at beginning of year2016-12-31$392,003
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$227,519
Total non interest bearing cash at end of year2016-12-31$3,148
Total non interest bearing cash at beginning of year2016-12-31$2,871
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,181,495
Value of net assets at end of year (total assets less liabilities)2016-12-31$13,782,390
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,600,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$52,620
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,101,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,071,301
Interest on participant loans2016-12-31$17,027
Value of interest in common/collective trusts at end of year2016-12-31$1,266,553
Value of interest in common/collective trusts at beginning of year2016-12-31$1,124,351
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$8,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$805,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$141,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$465,818
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PLANTE & MORAN
Accountancy firm EIN2016-12-31381357951
2015 : BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,094,949
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$654,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$568,990
Value of total corrective distributions2015-12-31$37,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$966,493
Value of total assets at end of year2015-12-31$12,600,895
Value of total assets at beginning of year2015-12-31$12,160,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$48,257
Total interest from all sources2015-12-31$17,049
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$542,983
Participant contributions at end of year2015-12-31$392,003
Participant contributions at beginning of year2015-12-31$358,736
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$324,285
Other income not declared elsewhere2015-12-31$4,097
Total non interest bearing cash at end of year2015-12-31$2,871
Total non interest bearing cash at beginning of year2015-12-31$29,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$440,333
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,600,895
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,160,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$48,257
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,071,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,554,969
Interest on participant loans2015-12-31$17,049
Value of interest in common/collective trusts at end of year2015-12-31$1,124,351
Value of interest in common/collective trusts at beginning of year2015-12-31$1,199,622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$17,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$107,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$99,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$568,990
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PLANTE & MORAN
Accountancy firm EIN2015-12-31381357951
2014 : BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,432,224
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,091,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$995,038
Value of total corrective distributions2014-12-31$25,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$848,774
Value of total assets at end of year2014-12-31$12,160,562
Value of total assets at beginning of year2014-12-31$11,819,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$71,454
Total interest from all sources2014-12-31$15,326
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$577,716
Participant contributions at end of year2014-12-31$358,736
Participant contributions at beginning of year2014-12-31$354,297
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$116,354
Other income not declared elsewhere2014-12-31$-16,669
Total non interest bearing cash at end of year2014-12-31$29,752
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$340,629
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,160,562
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,819,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$71,454
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,554,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,141,811
Interest on participant loans2014-12-31$15,326
Value of interest in common/collective trusts at end of year2014-12-31$1,199,622
Value of interest in common/collective trusts at beginning of year2014-12-31$1,266,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$17,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$57,054
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$584,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$154,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$995,038
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PLANTE & MORAN
Accountancy firm EIN2014-12-31381357951
2013 : BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$18,144
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$18,144
Total income from all sources (including contributions)2013-12-31$2,308,349
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$574,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$504,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$692,280
Value of total assets at end of year2013-12-31$11,819,933
Value of total assets at beginning of year2013-12-31$10,086,145
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$52,183
Total interest from all sources2013-12-31$14,737
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$313,251
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$313,251
Administrative expenses professional fees incurred2013-12-31$47,624
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$546,337
Participant contributions at end of year2013-12-31$354,297
Participant contributions at beginning of year2013-12-31$341,726
Participant contributions at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$6,865
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,733,788
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,819,933
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,086,145
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,141,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,658,588
Interest on participant loans2013-12-31$14,737
Value of interest in common/collective trusts at end of year2013-12-31$1,266,771
Value of interest in common/collective trusts at beginning of year2013-12-31$1,029,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$57,054
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$56,514
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$4,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,272,247
Net investment gain or loss from common/collective trusts2013-12-31$8,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$145,943
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$500,147
Contract administrator fees2013-12-31$4,559
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PLANTE & MORAN
Accountancy firm EIN2013-12-31381357951
2012 : BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,778,269
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$873,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$792,300
Expenses. Certain deemed distributions of participant loans2012-12-31$30,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$680,545
Value of total assets at end of year2012-12-31$10,086,145
Value of total assets at beginning of year2012-12-31$9,180,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$50,636
Total interest from all sources2012-12-31$12,161
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$301,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$301,803
Administrative expenses professional fees incurred2012-12-31$50,636
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$535,903
Participant contributions at end of year2012-12-31$341,726
Participant contributions at beginning of year2012-12-31$221,206
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$3,390
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,247
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$1,548
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$905,225
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,086,145
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,180,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,658,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,035,513
Interest on participant loans2012-12-31$12,161
Value of interest in common/collective trusts at end of year2012-12-31$1,029,317
Value of interest in common/collective trusts at beginning of year2012-12-31$859,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$56,514
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$59,599
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$6,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$766,204
Net investment gain or loss from common/collective trusts2012-12-31$17,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$142,395
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$786,108
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PLANTE & MORAN
Accountancy firm EIN2012-12-31381357951
2011 : BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,174
Total income from all sources (including contributions)2011-12-31$585,109
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$822,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$728,674
Expenses. Certain deemed distributions of participant loans2011-12-31$42,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$679,627
Value of total assets at end of year2011-12-31$9,180,920
Value of total assets at beginning of year2011-12-31$9,425,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$51,448
Total interest from all sources2011-12-31$11,189
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$212,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$212,223
Administrative expenses professional fees incurred2011-12-31$51,448
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$535,328
Participant contributions at end of year2011-12-31$221,206
Participant contributions at beginning of year2011-12-31$276,539
Participant contributions at end of year2011-12-31$3,390
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$7,174
Total non interest bearing cash at end of year2011-12-31$1,548
Total non interest bearing cash at beginning of year2011-12-31$7,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-237,075
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,180,920
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,417,995
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,035,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,288,354
Income. Interest from loans (other than to participants)2011-12-31$11,189
Value of interest in common/collective trusts at end of year2011-12-31$859,169
Value of interest in common/collective trusts at beginning of year2011-12-31$793,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$59,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$59,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-332,715
Net investment gain or loss from common/collective trusts2011-12-31$14,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$144,299
Employer contributions (assets) at end of year2011-12-31$495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$728,674
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PLANTE AND MORAN PLCC
Accountancy firm EIN2011-12-31381357951
2010 : BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,174
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,132,566
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$332,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$254,127
Expenses. Certain deemed distributions of participant loans2010-12-31$30,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,166,591
Value of total assets at end of year2010-12-31$9,425,169
Value of total assets at beginning of year2010-12-31$7,618,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$48,592
Total interest from all sources2010-12-31$12,853
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$224,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$224,831
Administrative expenses professional fees incurred2010-12-31$48,592
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$598,877
Participant contributions at end of year2010-12-31$276,539
Participant contributions at beginning of year2010-12-31$257,544
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$412,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$7,174
Total non interest bearing cash at end of year2010-12-31$7,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,799,843
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,417,995
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,618,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,288,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,583,049
Interest on participant loans2010-12-31$12,853
Value of interest in common/collective trusts at end of year2010-12-31$793,500
Value of interest in common/collective trusts at beginning of year2010-12-31$717,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$59,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$59,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$728,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$154,727
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$254,127
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PLANTE AND MORAN PLCC
Accountancy firm EIN2010-12-31381357951
2009 : BILL MARSH AUTO GROUP 401(K) PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BILL MARSH AUTO GROUP 401(K) PLAN & TRUST

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

Insurance Providers Used on plan

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400073
Policy instance 1
Insurance contract or identification number97400073
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number97400073
Policy instance 1
Insurance contract or identification number97400073
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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 number97400073
Policy instance 1
Insurance contract or identification number97400073
Number of Individuals Covered6
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400073
Policy instance 1
Insurance contract or identification number97400073
Number of Individuals Covered9
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400073
Policy instance 1
Insurance contract or identification number97400073
Number of Individuals Covered205
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Insurance broker organization code?3
Insurance broker name
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400073
Policy instance 1
Insurance contract or identification number97400073
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Insurance broker organization code?3
Insurance broker nameMARK WAYNE
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400073
Policy instance 1
Insurance contract or identification number97400073
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400073
Policy instance 1
Insurance contract or identification number97400073
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Insurance broker organization code?3
Insurance broker nameMARK WAYNE

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