401k Plan data: MARTHALER AUTO GROUP 401(K) PLAN plan

MARTHALER AUTO GROUP 401(K) PLAN 401k Plan overview

Plan Name	MARTHALER AUTO GROUP 401(K) PLAN
Plan identification number	001

MARTHALER AUTO GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MARTHALER AUTOMOTIVE, LTD. has sponsored the creation of one or more 401k plans.

Company Name: MARTHALER AUTOMOTIVE, LTD.

Employer identification number (EIN): 411806770

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MARTHALER AUTO GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 KENDALL KOEP 2018-10-15
001 2016-01-01 AARON MARTHALER 2017-10-16

Plan Statistics for MARTHALER AUTO GROUP 401(K) PLAN

401k plan membership statisitcs for MARTHALER AUTO GROUP 401(K) PLAN

Measure Date Value
2022: MARTHALER AUTO GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 336
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 212
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 31
Total of all active and inactive participants 2022-01-01 244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 244
Number of participants with account balances 2022-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 21
2021: MARTHALER AUTO GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 256
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 261
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 23
Total of all active and inactive participants 2021-01-01 285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 285
Number of participants with account balances 2021-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 11
2020: MARTHALER AUTO GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 219
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 7
Total of all active and inactive participants 2020-01-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 226
Number of participants with account balances 2020-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 7
2019: MARTHALER AUTO GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 216
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 182
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 26
Total of all active and inactive participants 2019-01-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 208
Number of participants with account balances 2019-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: MARTHALER AUTO GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 139
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 21
Total of all active and inactive participants 2018-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 160
Number of participants with account balances 2018-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 13

Measure	Date	Value
2022: MARTHALER AUTO GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	336
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	212
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	31
Total of all active and inactive participants	2022-01-01	244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	244
Number of participants with account balances	2022-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	21
2021: MARTHALER AUTO GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	256
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	261
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	23
Total of all active and inactive participants	2021-01-01	285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	285
Number of participants with account balances	2021-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	11
2020: MARTHALER AUTO GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	219
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	7
Total of all active and inactive participants	2020-01-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	226
Number of participants with account balances	2020-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	7
2019: MARTHALER AUTO GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	216
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	182
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	26
Total of all active and inactive participants	2019-01-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	208
Number of participants with account balances	2019-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: MARTHALER AUTO GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	139
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	21
Total of all active and inactive participants	2018-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	160
Number of participants with account balances	2018-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	13

Financial Data on MARTHALER AUTO GROUP 401(K) PLAN

Measure	Date	Value
2022 : MARTHALER AUTO GROUP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$2,612,892
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$441,842
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$551,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$509,385
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,543,173
Value of total assets at end of year	2022-12-31	$2,767,115
Value of total assets at beginning of year	2022-12-31	$5,489,543
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$41,993
Total interest from all sources	2022-12-31	$823
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$667,542
Participant contributions at end of year	2022-12-31	$4,146
Participant contributions at beginning of year	2022-12-31	$24,015
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$694,644
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$3,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-109,536
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,767,115
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,489,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$845
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,757,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,396,639
Interest on participant loans	2022-12-31	$823
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$65,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$5,919
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,102,154
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$180,987
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$509,385
Contract administrator fees	2022-12-31	$41,148
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	OLSEN THIELEN & CO, LTD
Accountancy firm EIN	2022-12-31	411360831
2021 : MARTHALER AUTO GROUP 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,483,252
Total of all expenses incurred	2021-12-31	$223,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$187,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$845,366
Value of total assets at end of year	2021-12-31	$5,489,543
Value of total assets at beginning of year	2021-12-31	$4,230,047
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$36,598
Total interest from all sources	2021-12-31	$759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$585,794
Participant contributions at end of year	2021-12-31	$24,015
Participant contributions at beginning of year	2021-12-31	$6,807
Participant contributions at beginning of year	2021-12-31	$6,605
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$73,216
Total non interest bearing cash at end of year	2021-12-31	$3,316
Total non interest bearing cash at beginning of year	2021-12-31	$2,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$1,259,496
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,489,543
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,230,047
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$970
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,396,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$4,111,681
Interest on participant loans	2021-12-31	$759
Value of interest in common/collective trusts at end of year	2021-12-31	$65,573
Value of interest in common/collective trusts at beginning of year	2021-12-31	$99,567
Net investment gain or loss from common/collective trusts	2021-12-31	$371
Net gain/loss from 103.12 investment entities	2021-12-31	$636,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$186,356
Employer contributions (assets) at beginning of year	2021-12-31	$2,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$187,158
Contract administrator fees	2021-12-31	$35,628
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	OLSEN THIELEN & CO, LTD
Accountancy firm EIN	2021-12-31	411360831
2020 : MARTHALER AUTO GROUP 401(K) PLAN 2020 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$9,252
Total income from all sources (including contributions)	2020-12-31	$1,121,078
Total of all expenses incurred	2020-12-31	$135,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$97,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$688,365
Value of total assets at end of year	2020-12-31	$4,230,047
Value of total assets at beginning of year	2020-12-31	$3,253,900
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$37,802
Total interest from all sources	2020-12-31	$576
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$5,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$5,297
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$431,526
Participant contributions at end of year	2020-12-31	$6,807
Participant contributions at beginning of year	2020-12-31	$10,334
Participant contributions at end of year	2020-12-31	$6,605
Participant contributions at beginning of year	2020-12-31	$2,094
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$101,430
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$9,252
Total non interest bearing cash at end of year	2020-12-31	$2,454
Total non interest bearing cash at beginning of year	2020-12-31	$5,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Income. Non cash contributions	2020-12-31	$0
Value of net income/loss	2020-12-31	$985,399
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,230,047
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,244,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$317
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,111,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,228,599
Interest on participant loans	2020-12-31	$576
Value of interest in common/collective trusts at end of year	2020-12-31	$99,567
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$6,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$6,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$426,318
Net investment gain or loss from common/collective trusts	2020-12-31	$522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$155,409
Employer contributions (assets) at end of year	2020-12-31	$2,933
Employer contributions (assets) at beginning of year	2020-12-31	$1,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$97,877
Contract administrator fees	2020-12-31	$37,485
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CHRISTIANSON PLLP
Accountancy firm EIN	2020-12-31	411781145
2019 : MARTHALER AUTO GROUP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$9,252
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	$2,631,086
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$87,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$57,853
Value of total corrective distributions	2019-12-31	$199
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,263,217
Value of total assets at end of year	2019-12-31	$3,253,900
Value of total assets at beginning of year	2019-12-31	$701,059
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$29,445
Total interest from all sources	2019-12-31	$1,758
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$78,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$78,287
Administrative expenses professional fees incurred	2019-12-31	$14,192
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$400,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$369,921
Participant contributions at end of year	2019-12-31	$10,334
Participant contributions at beginning of year	2019-12-31	$2,748
Participant contributions at end of year	2019-12-31	$2,094
Participant contributions at beginning of year	2019-12-31	$9,961
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,746,867
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$9,252
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$3,087
Total non interest bearing cash at end of year	2019-12-31	$5,345
Total non interest bearing cash at beginning of year	2019-12-31	$3,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,543,589
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,244,648
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$701,059
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,228,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$671,243
Interest on participant loans	2019-12-31	$505
Interest earned on other investments	2019-12-31	$1,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$6,384
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$7,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$7,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$174
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$284,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$146,429
Employer contributions (assets) at end of year	2019-12-31	$1,144
Employer contributions (assets) at beginning of year	2019-12-31	$6,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$57,853
Contract administrator fees	2019-12-31	$15,253
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CHRISTIANSON PLLP
Accountancy firm EIN	2019-12-31	411781145
2018 : MARTHALER AUTO GROUP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$234,078
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$90,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$75,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$291,645
Value of total assets at end of year	2018-12-31	$701,059
Value of total assets at beginning of year	2018-12-31	$557,514
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$14,576
Total interest from all sources	2018-12-31	$234
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$20,269
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$20,269
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$300,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$197,755
Participant contributions at end of year	2018-12-31	$2,748
Participant contributions at beginning of year	2018-12-31	$3,725
Participant contributions at end of year	2018-12-31	$9,961
Participant contributions at beginning of year	2018-12-31	$7,035
Total non interest bearing cash at end of year	2018-12-31	$7,799
Total non interest bearing cash at beginning of year	2018-12-31	$994
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$143,545
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$701,059
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$557,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$1,924
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$671,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$542,977
Interest on participant loans	2018-12-31	$193
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$3,073
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$41
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-78,070
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$93,890
Employer contributions (assets) at end of year	2018-12-31	$6,235
Employer contributions (assets) at beginning of year	2018-12-31	$2,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$75,957
Contract administrator fees	2018-12-31	$12,652
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CHRISTIANSON PLLP
Accountancy firm EIN	2018-12-31	411781145

Form 5500 Responses for MARTHALER AUTO GROUP 401(K) PLAN

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

Insurance Providers Used on plan

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

Policy contract number

145613

Policy instance

Insurance contract or identification number	145613
Number of Individuals Covered	153
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $8,957
Total amount of fees paid to insurance company	USD $7,380
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,957
Insurance broker organization code?	7
Amount paid for insurance broker fees	7380
Additional information about fees paid to insurance broker	TPA FEES PAID AND COMPENSATION

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

Policy contract number

145613

Policy instance

Insurance contract or identification number	145613
Number of Individuals Covered	179
Total amount of commissions paid to insurance broker	USD $8,005
Total amount of fees paid to insurance company	USD $14,595
Amount paid for insurance broker fees	14595
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $8,005

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

Policy contract number

145613

Policy instance

Insurance contract or identification number	145613
Number of Individuals Covered	152
Total amount of commissions paid to insurance broker	USD $38,196
Total amount of fees paid to insurance company	USD $10,129
Commission paid to Insurance Broker	USD $38,196
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSION AND ALLOWANCES
Insurance broker organization code?	7

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Company Name:	MARTHALER AUTOMOTIVE, LTD.
Employer identification number (EIN):	411806770
NAIC Classification:	441110
NAIC Description:	New Car Dealers