401k Plan data: KARL CHEVROLET, INC. 401(K) PLAN plan

KARL CHEVROLET, INC. 401(K) PLAN 401k Plan overview

Plan Name	KARL CHEVROLET, INC. 401(K) PLAN
Plan identification number	001

KARL CHEVROLET, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

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

Company Name: KARL CHEVROLET, INC.

Employer identification number (EIN): 421092272

NAIC Classification: 441110
NAIC Description: New Car Dealers

Additional information about KARL CHEVROLET, INC.

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities

Incorporation Date: 1977-06-13

Company Identification Number: 022552

Legal Registered Office Address: 1101 S E ORALABOR RD

ANKENY
United States of America (USA)
50021

More information about KARL CHEVROLET, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KARL CHEVROLET, INC. 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 MICHELLE HOPPENWORTH
001 2017-01-01 MICHELLE HOPPENWORTH
001 2017-01-01 MICHELLE HOPPENWORTH
001 2016-01-01 ELGENE FRANK
001 2015-01-01 ELGENE FRANK
001 2014-01-01 ELGENE FRANK

Plan Statistics for KARL CHEVROLET, INC. 401(K) PLAN

401k plan membership statisitcs for KARL CHEVROLET, INC. 401(K) PLAN

Measure Date Value
2022: KARL CHEVROLET, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 673
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 656
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 147
Total of all active and inactive participants 2022-01-01 803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 803
Number of participants with account balances 2022-01-01 685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 59
2021: KARL CHEVROLET, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 595
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 542
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 120
Total of all active and inactive participants 2021-01-01 662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 662
Number of participants with account balances 2021-01-01 532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 47
2020: KARL CHEVROLET, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 563
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 520
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 73
Total of all active and inactive participants 2020-01-01 593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 593
Number of participants with account balances 2020-01-01 412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 13
2019: KARL CHEVROLET, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 468
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 493
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 56
Total of all active and inactive participants 2019-01-01 549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 549
Number of participants with account balances 2019-01-01 306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 15
2018: KARL CHEVROLET, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 411
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 412
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 78
Total of all active and inactive participants 2018-01-01 490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 491
Number of participants with account balances 2018-01-01 315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 17
2017: KARL CHEVROLET, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 443
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 352
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 58
Total of all active and inactive participants 2017-01-01 410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 411
Number of participants with account balances 2017-01-01 293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 12
2016: KARL CHEVROLET, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 425
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 394
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 48
Total of all active and inactive participants 2016-01-01 442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 443
Number of participants with account balances 2016-01-01 268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 9
2015: KARL CHEVROLET, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 425
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 382
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 43
Total of all active and inactive participants 2015-01-01 425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 425
Number of participants with account balances 2015-01-01 256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: KARL CHEVROLET, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 421
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 389
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 36
Total of all active and inactive participants 2014-01-01 425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 425
Number of participants with account balances 2014-01-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: KARL CHEVROLET, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	673
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	656
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	147
Total of all active and inactive participants	2022-01-01	803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	803
Number of participants with account balances	2022-01-01	685
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	59
2021: KARL CHEVROLET, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	595
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	542
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	120
Total of all active and inactive participants	2021-01-01	662
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	662
Number of participants with account balances	2021-01-01	532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	47
2020: KARL CHEVROLET, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	563
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	520
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	73
Total of all active and inactive participants	2020-01-01	593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	593
Number of participants with account balances	2020-01-01	412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	13
2019: KARL CHEVROLET, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	468
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	493
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	56
Total of all active and inactive participants	2019-01-01	549
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	549
Number of participants with account balances	2019-01-01	306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	15
2018: KARL CHEVROLET, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	411
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	412
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	78
Total of all active and inactive participants	2018-01-01	490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	491
Number of participants with account balances	2018-01-01	315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	17
2017: KARL CHEVROLET, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	443
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	352
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	58
Total of all active and inactive participants	2017-01-01	410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	411
Number of participants with account balances	2017-01-01	293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	12
2016: KARL CHEVROLET, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	425
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	394
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	48
Total of all active and inactive participants	2016-01-01	442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	443
Number of participants with account balances	2016-01-01	268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	9
2015: KARL CHEVROLET, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	425
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	382
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	43
Total of all active and inactive participants	2015-01-01	425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	425
Number of participants with account balances	2015-01-01	256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: KARL CHEVROLET, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	421
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	389
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	36
Total of all active and inactive participants	2014-01-01	425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	425
Number of participants with account balances	2014-01-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on KARL CHEVROLET, INC. 401(K) PLAN

Measure	Date	Value
2022 : KARL CHEVROLET, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$6,691
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-1,311,047
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,241,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$959,427
Value of total corrective distributions	2022-12-31	$155,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,955,353
Value of total assets at end of year	2022-12-31	$20,168,014
Value of total assets at beginning of year	2022-12-31	$22,713,751
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$126,783
Total interest from all sources	2022-12-31	$9,506
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$709,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$709,880
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	$2,516,443
Participant contributions at end of year	2022-12-31	$268,602
Participant contributions at beginning of year	2022-12-31	$173,261
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$2,536,042
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$3,194,652
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$230,776
Other income not declared elsewhere	2022-12-31	$-489,299
Administrative expenses (other) incurred	2022-12-31	$126,783
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	$-2,552,428
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$20,168,014
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$22,713,751
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$16,395,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$18,573,315
Interest on participant loans	2022-12-31	$9,506
Value of interest in common/collective trusts at end of year	2022-12-31	$968,143
Value of interest in common/collective trusts at beginning of year	2022-12-31	$772,523
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-4,519,189
Net investment gain or loss from common/collective trusts	2022-12-31	$22,702
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	$208,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$959,427
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	WOODWARD & ASSOCIATES
Accountancy firm EIN	2022-12-31	371378349
2021 : KARL CHEVROLET, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,225,512
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,567,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,321,508
Expenses. Certain deemed distributions of participant loans	2021-12-31	$8,342
Value of total corrective distributions	2021-12-31	$132,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,258,257
Value of total assets at end of year	2021-12-31	$22,713,751
Value of total assets at beginning of year	2021-12-31	$20,055,738
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$104,785
Total interest from all sources	2021-12-31	$9,015
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,105,433
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,105,433
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,008,867
Participant contributions at end of year	2021-12-31	$173,261
Participant contributions at beginning of year	2021-12-31	$161,155
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$3,194,652
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$2,957,968
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$63,231
Other income not declared elsewhere	2021-12-31	$246,152
Administrative expenses (other) incurred	2021-12-31	$104,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,658,013
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$22,713,751
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$20,055,738
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$18,573,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$15,765,628
Interest on participant loans	2021-12-31	$9,015
Value of interest in common/collective trusts at end of year	2021-12-31	$772,523
Value of interest in common/collective trusts at beginning of year	2021-12-31	$1,170,987
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,589,227
Net investment gain or loss from common/collective trusts	2021-12-31	$17,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$186,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,321,508
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	WOODWARD & ASSOCIATES
Accountancy firm EIN	2021-12-31	371378349
2020 : KARL CHEVROLET, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$8,910
Total transfer of assets from this plan	2020-12-31	$94,994
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	$4,694,066
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,407,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,250,182
Value of total corrective distributions	2020-12-31	$76,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,724,524
Value of total assets at end of year	2020-12-31	$20,055,738
Value of total assets at beginning of year	2020-12-31	$16,855,631
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$81,520
Total interest from all sources	2020-12-31	$8,106
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$527,342
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	$527,342
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,546,814
Participant contributions at end of year	2020-12-31	$161,155
Participant contributions at beginning of year	2020-12-31	$127,347
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$2,957,968
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$2,381,447
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$35,129
Other income not declared elsewhere	2020-12-31	$560,926
Administrative expenses (other) incurred	2020-12-31	$81,520
Total non interest bearing cash at beginning of year	2020-12-31	$24,894
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,286,191
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$20,055,738
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$16,855,631
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
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$70,100
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$15,765,628
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$14,062,756
Interest on participant loans	2020-12-31	$8,106
Value of interest in common/collective trusts at end of year	2020-12-31	$1,170,987
Value of interest in common/collective trusts at beginning of year	2020-12-31	$189,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,860,006
Net investment gain or loss from common/collective trusts	2020-12-31	$13,162
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$142,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,250,182
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	WOODWARD & ASSOCIATES
Accountancy firm EIN	2020-12-31	371378349
2019 : KARL CHEVROLET, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets from this plan	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	$6
Total income from all sources (including contributions)	2019-12-31	$4,802,145
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,704,934
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,604,570
Value of total corrective distributions	2019-12-31	$27,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,436,531
Value of total assets at end of year	2019-12-31	$16,855,631
Value of total assets at beginning of year	2019-12-31	$13,758,426
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$73,061
Total interest from all sources	2019-12-31	$3,411
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$571,149
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	$571,149
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
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	$1,275,174
Participant contributions at end of year	2019-12-31	$127,347
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$2,381,447
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$28,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$6
Other income not declared elsewhere	2019-12-31	$526,615
Administrative expenses (other) incurred	2019-12-31	$73,061
Total non interest bearing cash at end of year	2019-12-31	$24,894
Total non interest bearing cash at beginning of year	2019-12-31	$10,221
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	$3,097,211
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$16,855,631
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$13,758,420
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
Assets. partnership/joint venture interests at end of year	2019-12-31	$70,100
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$83,806
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$14,062,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$12,621,393
Interest on participant loans	2019-12-31	$3,411
Value of interest in common/collective trusts at end of year	2019-12-31	$189,087
Value of interest in common/collective trusts at beginning of year	2019-12-31	$114,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$377,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$377,252
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$2,260,358
Net investment gain or loss from common/collective trusts	2019-12-31	$4,081
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$132,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,604,570
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	2019-12-31	Yes
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$551,401
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	WOODWARD & ASSOCIATES
Accountancy firm EIN	2019-12-31	371378349
2018 : KARL CHEVROLET, INC. 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets	2018-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-44,359
Total unrealized appreciation/depreciation of assets	2018-12-31	$-44,359
Total transfer of assets to this plan	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$6
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$6
Expenses. Interest paid	2018-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$335,236
Total loss/gain on sale of assets	2018-12-31	$14,233
Total of all expenses incurred	2018-12-31	$914,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$874,245
Expenses. Certain deemed distributions of participant loans	2018-12-31	$0
Value of total corrective distributions	2018-12-31	$36,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,372,582
Value of total assets at end of year	2018-12-31	$13,758,426
Value of total assets at beginning of year	2018-12-31	$14,337,287
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,188
Total income from rents	2018-12-31	$0
Total interest from all sources	2018-12-31	$5,352
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,036,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,026,989
Assets. Real estate other than employer real property at end of year	2018-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2018-12-31	$0
Administrative expenses professional fees incurred	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,195,579
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$24,715
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$19,450
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Assets. Loans (other than to participants) at end of year	2018-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$6
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$6
Other income not declared elsewhere	2018-12-31	$8,486
Administrative expenses (other) incurred	2018-12-31	$3,188
Liabilities. Value of operating payables at end of year	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$10,221
Total non interest bearing cash at beginning of year	2018-12-31	$11,879
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
Income. Non cash contributions	2018-12-31	$0
Value of net income/loss	2018-12-31	$-578,861
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$13,758,420
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$14,337,281
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
Assets. partnership/joint venture interests at end of year	2018-12-31	$83,806
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$96,832
Investment advisory and management fees	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$12,621,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$13,245,425
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$0
Income. Interest from loans (other than to participants)	2018-12-31	$0
Interest earned on other investments	2018-12-31	$0
Income. Interest from US Government securities	2018-12-31	$0
Income. Interest from corporate debt instruments	2018-12-31	$0
Value of interest in master investment trust accounts at end of year	2018-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$114,353
Value of interest in common/collective trusts at beginning of year	2018-12-31	$15,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$377,252
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$354,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$354,936
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$5,352
Assets. Value of investments in 103.12 investment entities at end of year	2018-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2018-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Asset value of US Government securities at end of year	2018-12-31	$0
Asset value of US Government securities at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,058,621
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$967
Net gain/loss from 103.12 investment entities	2018-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Assets. Value of employer real property at end of year	2018-12-31	$0
Assets. Value of employer real property at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$152,288
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Income. Dividends from preferred stock	2018-12-31	$0
Income. Dividends from common stock	2018-12-31	$9,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$854,795
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$0
Contract administrator fees	2018-12-31	$0
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	2018-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$551,401
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$613,056
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2018-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-12-31	$0
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
Aggregate proceeds on sale of assets	2018-12-31	$473,031
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$458,798
Liabilities. Value of acquisition indebtedness at end of year	2018-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2018-12-31	$0
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	DENMAN & COMPANY LLP
Accountancy firm EIN	2018-12-31	420794029
2017 : KARL CHEVROLET, INC. 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$77,149
Total unrealized appreciation/depreciation of assets	2017-12-31	$77,149
Total transfer of assets to this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$6
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$6
Expenses. Interest paid	2017-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$3,411,840
Total loss/gain on sale of assets	2017-12-31	$9,755
Total of all expenses incurred	2017-12-31	$242,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$231,630
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$8,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,295,728
Value of total assets at end of year	2017-12-31	$14,228,566
Value of total assets at beginning of year	2017-12-31	$11,170,735
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,554
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$1,053
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$749,337
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$744,531
Assets. Real estate other than employer real property at end of year	2017-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2017-12-31	$0
Administrative expenses professional fees incurred	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2017-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,150,296
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$3,544
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Assets. Loans (other than to participants) at end of year	2017-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$6
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$6
Other income not declared elsewhere	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$2,554
Liabilities. Value of operating payables at end of year	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$28,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$3,168,975
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$14,228,560
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$11,170,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Assets. partnership/joint venture interests at end of year	2017-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$105,530
Investment advisory and management fees	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$13,245,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,508,303
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$0
Interest on participant loans	2017-12-31	$0
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$0
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Value of interest in master investment trust accounts at end of year	2017-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$15,149
Value of interest in common/collective trusts at beginning of year	2017-12-31	$23,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$354,936
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$132,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$132,975
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$1,053
Assets. Value of investments in 103.12 investment entities at end of year	2017-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2017-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Asset value of US Government securities at end of year	2017-12-31	$0
Asset value of US Government securities at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,278,460
Net investment gain/loss from pooled separate accounts	2017-12-31	$0
Net investment gain or loss from common/collective trusts	2017-12-31	$358
Net gain/loss from 103.12 investment entities	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Assets. Invements in employer securities at end of year	2017-12-31	$0
Assets. Invements in employer securities at beginning of year	2017-12-31	$0
Assets. Value of employer real property at end of year	2017-12-31	$0
Assets. Value of employer real property at beginning of year	2017-12-31	$0
Contributions received in cash from employer	2017-12-31	$141,888
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$4,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$231,630
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$0
Contract administrator fees	2017-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$613,056
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$371,522
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2017-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$175,040
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$165,285
Liabilities. Value of acquisition indebtedness at end of year	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	DENMAN & COMPANY LLP
Accountancy firm EIN	2017-12-31	420794029
2016 : KARL CHEVROLET, INC. 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets	2016-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$16,111
Total unrealized appreciation/depreciation of assets	2016-12-31	$16,111
Total transfer of assets to this plan	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$6
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Expenses. Interest paid	2016-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,152,967
Total loss/gain on sale of assets	2016-12-31	$-5,471
Total of all expenses incurred	2016-12-31	$413,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$367,029
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$42,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,228,793
Value of total assets at end of year	2016-12-31	$11,170,735
Value of total assets at beginning of year	2016-12-31	$9,431,124
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,384
Total income from rents	2016-12-31	$0
Total interest from all sources	2016-12-31	$435
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$452,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$435,978
Assets. Real estate other than employer real property at end of year	2016-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2016-12-31	$0
Administrative expenses professional fees incurred	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2016-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,068,553
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$23,140
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Assets. Loans (other than to participants) at end of year	2016-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$6
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$0
Administrative expenses (other) incurred	2016-12-31	$2,824
Liabilities. Value of operating payables at end of year	2016-12-31	$0
Liabilities. Value of operating payables at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$28,850
Total non interest bearing cash at beginning of year	2016-12-31	$39,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$1,739,605
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$11,170,729
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,431,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Assets. partnership/joint venture interests at end of year	2016-12-31	$105,530
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$173,901
Investment advisory and management fees	2016-12-31	$560
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$10,508,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$8,753,086
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$0
Interest on participant loans	2016-12-31	$0
Income. Interest from loans (other than to participants)	2016-12-31	$0
Interest earned on other investments	2016-12-31	$0
Income. Interest from US Government securities	2016-12-31	$0
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest in master investment trust accounts at end of year	2016-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2016-12-31	$0
Value of interest in common/collective trusts at end of year	2016-12-31	$23,555
Value of interest in common/collective trusts at beginning of year	2016-12-31	$1,071
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$132,975
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$199,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$199,662
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$435
Assets. Value of investments in 103.12 investment entities at end of year	2016-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2016-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Asset value of US Government securities at end of year	2016-12-31	$0
Asset value of US Government securities at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$460,274
Net investment gain/loss from pooled separate accounts	2016-12-31	$0
Net investment gain or loss from common/collective trusts	2016-12-31	$108
Net gain/loss from 103.12 investment entities	2016-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Assets. Invements in employer securities at end of year	2016-12-31	$0
Assets. Invements in employer securities at beginning of year	2016-12-31	$0
Assets. Value of employer real property at end of year	2016-12-31	$0
Assets. Value of employer real property at beginning of year	2016-12-31	$0
Contributions received in cash from employer	2016-12-31	$137,100
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$0
Income. Dividends from preferred stock	2016-12-31	$0
Income. Dividends from common stock	2016-12-31	$16,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$367,029
Asset. Corporate debt instrument preferred debt at end of year	2016-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$0
Contract administrator fees	2016-12-31	$0
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	2016-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2016-12-31	$371,522
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-12-31	$263,442
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2016-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-12-31	$0
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$63,363
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$68,834
Liabilities. Value of acquisition indebtedness at end of year	2016-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2016-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	DENMAN & COMPANY LLP
Accountancy firm EIN	2016-12-31	420794029
2015 : KARL CHEVROLET, INC. 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$11,480
Total unrealized appreciation/depreciation of assets	2015-12-31	$11,480
Total transfer of assets to this plan	2015-12-31	$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	$6
Expenses. Interest paid	2015-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$823,664
Total loss/gain on sale of assets	2015-12-31	$-7,975
Total of all expenses incurred	2015-12-31	$651,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$627,416
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$20,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,030,801
Value of total assets at end of year	2015-12-31	$9,431,124
Value of total assets at beginning of year	2015-12-31	$9,258,493
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,510
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$24
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$499,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$481,180
Assets. Real estate other than employer real property at end of year	2015-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$972,002
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$58,799
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Assets. Loans (other than to participants) at end of year	2015-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$6
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$2,950
Liabilities. Value of operating payables at end of year	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$39,962
Total non interest bearing cash at beginning of year	2015-12-31	$180,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$172,637
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,431,124
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,258,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$173,901
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$128,115
Investment advisory and management fees	2015-12-31	$560
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$8,753,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$8,378,870
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$0
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$0
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in master investment trust accounts at end of year	2015-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$1,071
Value of interest in common/collective trusts at beginning of year	2015-12-31	$13,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$199,662
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$114,411
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$114,411
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$24
Assets. Value of investments in 103.12 investment entities at end of year	2015-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2015-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Asset value of US Government securities at end of year	2015-12-31	$0
Asset value of US Government securities at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-709,866
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$-157
Net gain/loss from 103.12 investment entities	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$0
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Assets. Value of employer real property at end of year	2015-12-31	$0
Assets. Value of employer real property at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$0
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$18,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$627,416
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$0
Contract administrator fees	2015-12-31	$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$263,442
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$442,503
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$116,109
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$124,084
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	DENMAN & COMPANY LLP
Accountancy firm EIN	2015-12-31	420794029
2014 : KARL CHEVROLET, INC. 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets	2014-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-69,054
Total unrealized appreciation/depreciation of assets	2014-12-31	$-69,054
Total transfer of assets to this plan	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$6
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Expenses. Interest paid	2014-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,330,970
Total loss/gain on sale of assets	2014-12-31	$108
Total of all expenses incurred	2014-12-31	$382,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$375,300
Expenses. Certain deemed distributions of participant loans	2014-12-31	$0
Value of total corrective distributions	2014-12-31	$1,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$907,424
Value of total assets at end of year	2014-12-31	$9,258,493
Value of total assets at beginning of year	2014-12-31	$8,309,895
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$5,481
Total income from rents	2014-12-31	$0
Total interest from all sources	2014-12-31	$366
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$655,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$575,492
Assets. Real estate other than employer real property at end of year	2014-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2014-12-31	$0
Administrative expenses professional fees incurred	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2014-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$872,606
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$34,818
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Assets. Loans (other than to participants) at end of year	2014-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2014-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$6
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$0
Other income not declared elsewhere	2014-12-31	$0
Administrative expenses (other) incurred	2014-12-31	$2,926
Liabilities. Value of operating payables at end of year	2014-12-31	$0
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$180,664
Total non interest bearing cash at beginning of year	2014-12-31	$16,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Income. Non cash contributions	2014-12-31	$0
Value of net income/loss	2014-12-31	$948,592
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,258,487
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,309,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Assets. partnership/joint venture interests at end of year	2014-12-31	$128,115
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$568,976
Investment advisory and management fees	2014-12-31	$2,555
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$8,378,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$7,477,078
Value of interest in pooled separate accounts at end of year	2014-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$0
Interest on participant loans	2014-12-31	$0
Income. Interest from loans (other than to participants)	2014-12-31	$0
Interest earned on other investments	2014-12-31	$0
Income. Interest from US Government securities	2014-12-31	$0
Income. Interest from corporate debt instruments	2014-12-31	$0
Value of interest in master investment trust accounts at end of year	2014-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2014-12-31	$0
Value of interest in common/collective trusts at end of year	2014-12-31	$13,930
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$114,411
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$156,497
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$156,497
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$366
Assets. Value of investments in 103.12 investment entities at end of year	2014-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2014-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$0
Asset value of US Government securities at end of year	2014-12-31	$0
Asset value of US Government securities at beginning of year	2014-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-164,024
Net investment gain/loss from pooled separate accounts	2014-12-31	$0
Net investment gain or loss from common/collective trusts	2014-12-31	$298
Net gain/loss from 103.12 investment entities	2014-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Assets. Invements in employer securities at end of year	2014-12-31	$0
Assets. Invements in employer securities at beginning of year	2014-12-31	$0
Assets. Value of employer real property at end of year	2014-12-31	$0
Assets. Value of employer real property at beginning of year	2014-12-31	$0
Contributions received in cash from employer	2014-12-31	$0
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$0
Income. Dividends from preferred stock	2014-12-31	$0
Income. Dividends from common stock	2014-12-31	$80,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$375,300
Asset. Corporate debt instrument preferred debt at end of year	2014-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$0
Contract administrator fees	2014-12-31	$0
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	2014-12-31	No
Assets. Corporate common stocks other than exployer securities at end of year	2014-12-31	$442,503
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-12-31	$90,558
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2014-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-12-31	$0
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Aggregate proceeds on sale of assets	2014-12-31	$75,692
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$75,584
Liabilities. Value of acquisition indebtedness at end of year	2014-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2014-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	DENMAN & COMPANY LLP
Accountancy firm EIN	2014-12-31	420794029

Form 5500 Responses for KARL CHEVROLET, INC. 401(K) PLAN

2022: KARL CHEVROLET, INC. 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 – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KARL CHEVROLET, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KARL CHEVROLET, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KARL CHEVROLET, INC. 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: KARL CHEVROLET, INC. 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
2017: KARL CHEVROLET, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: KARL CHEVROLET, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: KARL CHEVROLET, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: KARL CHEVROLET, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KARL CHEVROLET, INC.
Employer identification number (EIN):	421092272
NAIC Classification:	441110
NAIC Description:	New Car Dealers

Jurisdiction of Incorporation:	Iowa Secretary of State Business Entities
Incorporation Date:	1977-06-13
Company Identification Number:	022552
Legal Registered Office Address:	1101 S E ORALABOR RD ANKENY United States of America (USA) 50021