?>
Logo

GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameGEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN
Plan identification number 001

GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

GEE AUTOMOTIVE HOLDINGS, LLC has sponsored the creation of one or more 401k plans.

Company Name:GEE AUTOMOTIVE HOLDINGS, LLC
Employer identification number (EIN):454157612
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LAURA COON2023-08-23
0012021-01-01LAURA COON2022-10-05
0012020-01-01RICHARD LODMELL2021-09-08
0012019-01-01RICHARD LODMELL2020-09-27
0012018-01-01RICHARD LODMELL2019-09-23 RICHARD LODMELL2019-09-23
0012017-01-01
0012016-01-01
0012015-01-01VALERIE A CHRISTIANSEN
0012014-01-01VALERIE A CHRISTIANSEN
0012013-01-01VALERIE A CHRISTIANSEN
0012012-01-01VALERIE A CHRISTIANSEN

Plan Statistics for GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN

401k plan membership statisitcs for GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN

Measure Date Value
2022: GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,064
Total number of active participants reported on line 7a of the Form 55002022-01-011,848
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01534
Total of all active and inactive participants2022-01-012,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,385
Number of participants with account balances2022-01-012,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01166
2021: GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,097
Total number of active participants reported on line 7a of the Form 55002021-01-011,520
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01472
Total of all active and inactive participants2021-01-011,995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,996
Number of participants with account balances2021-01-011,865
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01176
2020: GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,100
Total number of active participants reported on line 7a of the Form 55002020-01-011,620
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01438
Total of all active and inactive participants2020-01-012,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,061
Number of participants with account balances2020-01-011,832
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01202
2019: GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,997
Total number of active participants reported on line 7a of the Form 55002019-01-011,638
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01398
Total of all active and inactive participants2019-01-012,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-012,041
Number of participants with account balances2019-01-011,807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01193
2018: GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,753
Total number of active participants reported on line 7a of the Form 55002018-01-011,616
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01325
Total of all active and inactive participants2018-01-011,944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,944
Number of participants with account balances2018-01-011,667
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01164
2017: GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01446
Total number of active participants reported on line 7a of the Form 55002017-01-011,451
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01250
Total of all active and inactive participants2017-01-011,704
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-011,706
Number of participants with account balances2017-01-011,419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01129
2016: GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01401
Total number of active participants reported on line 7a of the Form 55002016-01-01381
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0145
Total of all active and inactive participants2016-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01426
Number of participants with account balances2016-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01284
Total number of active participants reported on line 7a of the Form 55002015-01-01337
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01382
Number of participants with account balances2015-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0122
2014: GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01198
Total number of active participants reported on line 7a of the Form 55002014-01-01240
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01264
Number of participants with account balances2014-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01183
Total number of active participants reported on line 7a of the Form 55002013-01-01170
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01192
Number of participants with account balances2013-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01178
Total number of active participants reported on line 7a of the Form 55002012-01-01152
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0127
Total of all active and inactive participants2012-01-01179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01179
Number of participants with account balances2012-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN

Measure Date Value
2022 : GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$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$1,286,324
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,418,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,342,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$16,232,947
Value of total assets at end of year2022-12-31$66,552,981
Value of total assets at beginning of year2022-12-31$69,684,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$75,873
Total interest from all sources2022-12-31$107,839
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,030,196
Participant contributions at end of year2022-12-31$851,540
Participant contributions at beginning of year2022-12-31$795,269
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,778,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,131,739
Value of net assets at end of year (total assets less liabilities)2022-12-31$66,552,981
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$69,684,720
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$28,309,525
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$64,768,182
Interest on participant loans2022-12-31$30,610
Interest earned on other investments2022-12-31$77,229
Value of interest in common/collective trusts at end of year2022-12-31$32,933,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,458,352
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,121,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$459,517
Net investment gain/loss from pooled separate accounts2022-12-31$-16,395,767
Net investment gain or loss from common/collective trusts2022-12-31$881,788
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,424,276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,342,190
Contract administrator fees2022-12-31$75,873
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PRESNELL GAGE PLLC
Accountancy firm EIN2022-12-31201943775
2021 : GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$424,713
Total transfer of assets from this plan2021-12-31$7,172,118
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$18,784,393
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,450,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,347,121
Value of total corrective distributions2021-12-31$49,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,481,105
Value of total assets at end of year2021-12-31$69,684,720
Value of total assets at beginning of year2021-12-31$64,098,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$53,805
Total interest from all sources2021-12-31$104,888
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,325,196
Participant contributions at end of year2021-12-31$795,269
Participant contributions at beginning of year2021-12-31$1,013,200
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,393,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$12,333,669
Value of net assets at end of year (total assets less liabilities)2021-12-31$69,684,720
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$64,098,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$64,768,182
Value of interest in pooled separate accounts at beginning of year2021-12-31$58,791,154
Interest on participant loans2021-12-31$33,311
Interest earned on other investments2021-12-31$71,577
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,121,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,294,102
Net investment gain/loss from pooled separate accounts2021-12-31$7,198,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,762,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,347,121
Contract administrator fees2021-12-31$53,805
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PRESNELL GAGE PLLC
Accountancy firm EIN2021-12-31201943775
2020 : GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$13,976,563
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,856,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,767,186
Value of total corrective distributions2020-12-31$33,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,547,359
Value of total assets at end of year2020-12-31$64,098,456
Value of total assets at beginning of year2020-12-31$57,978,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$55,861
Total interest from all sources2020-12-31$116,085
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,562,756
Participant contributions at end of year2020-12-31$1,013,200
Participant contributions at beginning of year2020-12-31$1,053,191
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$162,784
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,119,980
Value of net assets at end of year (total assets less liabilities)2020-12-31$64,098,456
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$57,978,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$58,791,154
Value of interest in pooled separate accounts at beginning of year2020-12-31$53,802,730
Interest on participant loans2020-12-31$49,913
Interest earned on other investments2020-12-31$66,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,294,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,122,555
Net investment gain/loss from pooled separate accounts2020-12-31$8,313,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$821,819
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,767,186
Contract administrator fees2020-12-31$55,861
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PRESNELL GAGE PLLC
Accountancy firm EIN2020-12-31201943775
2019 : GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$16,031,680
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,362,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,304,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,477,522
Value of total assets at end of year2019-12-31$57,978,476
Value of total assets at beginning of year2019-12-31$45,308,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$58,004
Total interest from all sources2019-12-31$110,634
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,973,738
Participant contributions at end of year2019-12-31$1,053,191
Participant contributions at beginning of year2019-12-31$781,968
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$137,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$12,669,627
Value of net assets at end of year (total assets less liabilities)2019-12-31$57,978,476
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$45,308,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$53,802,730
Value of interest in pooled separate accounts at beginning of year2019-12-31$41,895,640
Interest on participant loans2019-12-31$43,652
Interest earned on other investments2019-12-31$66,982
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,122,555
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,631,241
Net investment gain/loss from pooled separate accounts2019-12-31$9,443,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,366,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,304,049
Contract administrator fees2019-12-31$58,004
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PRESNELL GAGE PLLC
Accountancy firm EIN2019-12-31201943775
2018 : GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$5,310,833
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,433,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,307,494
Value of total corrective distributions2018-12-31$56,089
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$8,186,301
Value of total assets at end of year2018-12-31$45,308,849
Value of total assets at beginning of year2018-12-31$43,431,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$69,490
Total interest from all sources2018-12-31$84,631
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,402,779
Participant contributions at end of year2018-12-31$781,968
Participant contributions at beginning of year2018-12-31$496,428
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,435,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$1,877,760
Value of net assets at end of year (total assets less liabilities)2018-12-31$45,308,849
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$43,431,089
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$41,895,640
Value of interest in pooled separate accounts at beginning of year2018-12-31$40,041,948
Interest on participant loans2018-12-31$26,597
Interest earned on other investments2018-12-31$58,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,631,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,892,713
Net investment gain/loss from pooled separate accounts2018-12-31$-2,960,099
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,347,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,307,494
Contract administrator fees2018-12-31$69,490
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PRESNELL GAGE PLLC
Accountancy firm EIN2018-12-31201943775
2017 : GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$32,679,623
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,038,771
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,248,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,224,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,910,569
Value of total assets at end of year2017-12-31$43,431,089
Value of total assets at beginning of year2017-12-31$5,960,982
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$23,526
Total interest from all sources2017-12-31$37,411
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,768,485
Participant contributions at end of year2017-12-31$496,428
Participant contributions at beginning of year2017-12-31$154,562
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$348,513
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,790,484
Value of net assets at end of year (total assets less liabilities)2017-12-31$43,431,089
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,960,982
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$40,041,948
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,385,096
Interest on participant loans2017-12-31$10,263
Interest earned on other investments2017-12-31$27,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,892,713
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$421,324
Net investment gain/loss from pooled separate accounts2017-12-31$3,090,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$793,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,224,761
Contract administrator fees2017-12-31$23,526
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PRESNELL GAGE PLLC
Accountancy firm EIN2017-12-31201943775
2016 : GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,449,822
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$536,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$528,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,026,222
Value of total assets at end of year2016-12-31$5,960,982
Value of total assets at beginning of year2016-12-31$5,047,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,265
Total interest from all sources2016-12-31$10,498
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$791,272
Participant contributions at end of year2016-12-31$154,562
Participant contributions at beginning of year2016-12-31$80,487
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$112,714
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$913,162
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,960,982
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,047,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$5,385,096
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,630,016
Interest on participant loans2016-12-31$4,723
Interest earned on other investments2016-12-31$5,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$421,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$337,317
Net investment gain/loss from pooled separate accounts2016-12-31$413,102
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$122,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$528,395
Contract administrator fees2016-12-31$8,265
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PRESNELL GAGE PLLC
Accountancy firm EIN2016-12-31201943775
2015 : GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,094,421
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$80,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$76,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,165,575
Value of total assets at end of year2015-12-31$5,047,820
Value of total assets at beginning of year2015-12-31$4,033,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,984
Total interest from all sources2015-12-31$6,774
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$560,101
Participant contributions at end of year2015-12-31$80,487
Participant contributions at beginning of year2015-12-31$67,376
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$517,663
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,013,848
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,047,820
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,033,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$4,630,016
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,644,915
Interest on participant loans2015-12-31$2,861
Interest earned on other investments2015-12-31$3,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$337,317
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$321,681
Net investment gain/loss from pooled separate accounts2015-12-31$-77,928
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$87,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$76,589
Contract administrator fees2015-12-31$3,984
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PRESNELL GAGE, PLLC
Accountancy firm EIN2015-12-31201942775
2014 : GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$777,749
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$164,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$160,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$538,938
Value of total assets at end of year2014-12-31$4,033,972
Value of total assets at beginning of year2014-12-31$3,420,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,371
Total interest from all sources2014-12-31$5,543
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$336,845
Participant contributions at end of year2014-12-31$67,376
Participant contributions at beginning of year2014-12-31$63,268
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$142,747
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$613,455
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,033,972
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,420,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,644,915
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,107,977
Interest on participant loans2014-12-31$2,213
Interest earned on other investments2014-12-31$3,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$321,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$249,272
Net investment gain/loss from pooled separate accounts2014-12-31$233,268
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$59,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$160,923
Contract administrator fees2014-12-31$3,371
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PRESNELL GAGE PLLC
Accountancy firm EIN2014-12-31201943775
2013 : GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$954,605
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$303,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$300,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$299,892
Value of total assets at end of year2013-12-31$3,420,517
Value of total assets at beginning of year2013-12-31$2,769,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,155
Total interest from all sources2013-12-31$5,627
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$161,754
Participant contributions at end of year2013-12-31$63,268
Participant contributions at beginning of year2013-12-31$56,894
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$113,878
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$651,389
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,420,517
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,769,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$3,107,977
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,446,390
Interest on participant loans2013-12-31$1,836
Interest earned on other investments2013-12-31$3,791
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$249,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$265,844
Net investment gain/loss from pooled separate accounts2013-12-31$649,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$24,260
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$300,061
Contract administrator fees2013-12-31$3,155
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PRESNELL GAGE, PLLC
Accountancy firm EIN2013-12-31201943775
2012 : GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$363,465
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$455,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$453,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$34,675
Value of total assets at end of year2012-12-31$2,769,128
Value of total assets at beginning of year2012-12-31$2,861,517
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,512
Total interest from all sources2012-12-31$7,320
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$33,432
Participant contributions at end of year2012-12-31$56,894
Participant contributions at beginning of year2012-12-31$42,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-92,389
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,769,128
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,861,517
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,446,390
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,534,253
Interest on participant loans2012-12-31$1,579
Interest earned on other investments2012-12-31$5,741
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$265,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$284,919
Net investment gain/loss from pooled separate accounts2012-12-31$321,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$453,342
Contract administrator fees2012-12-31$2,512
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PRESNELL GAGE, PLLC
Accountancy firm EIN2012-12-31201943775

Form 5500 Responses for GEE AUTOMOTIVE COMPANIES 401(K) RETIREMENT PLAN

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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801755
Policy instance 1
Insurance contract or identification number801755
Number of Individuals Covered2385
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $119,672
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $119,672
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801755
Policy instance 1
Insurance contract or identification number801755
Number of Individuals Covered1996
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $160,270
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $160,270
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801755
Policy instance 1
Insurance contract or identification number801755
Number of Individuals Covered2061
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $131,925
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $131,925
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801755
Policy instance 1
Insurance contract or identification number801755
Number of Individuals Covered2041
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $124,153
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $62,275
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801755
Policy instance 1
Insurance contract or identification number801755
Number of Individuals Covered1944
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $111,804
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $111,804
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801755
Policy instance 1
Insurance contract or identification number801755
Number of Individuals Covered1706
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $70,116
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $70,116
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES INS GROUP INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801755
Policy instance 1
Insurance contract or identification number801755
Number of Individuals Covered382
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $21,955
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,955
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES INS GROUP INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801755
Policy instance 1
Insurance contract or identification number801755
Number of Individuals Covered264
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $18,293
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,293
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES INS GROUP INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801755
Policy instance 1
Insurance contract or identification number801755
Number of Individuals Covered192
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $15,455
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,455
Insurance broker organization code?3
Insurance broker namePLANNING CORPORATION OF AMERICA
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801755
Policy instance 1
Insurance contract or identification number801755
Number of Individuals Covered179
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $14,458
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $14,458
Insurance broker organization code?3
Insurance broker namePLANNING CORPORATION OF AMERICA

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3