401k Plan data: FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN plan

FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN 401k Plan overview

Plan Name	FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN
Plan identification number	001

FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
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

FIRST MOTOR GROUP OF ENCINO LLC has sponsored the creation of one or more 401k plans.

Company Name: FIRST MOTOR GROUP OF ENCINO LLC

Employer identification number (EIN): 464700168

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 NASSER WATAR NASSER WATAR 2018-10-15
001 2016-01-01 NASSER WATAR NASSER WATAR 2017-10-13
001 2015-01-01 NASSER WATAR NASSER WATAR 2016-10-14
001 2014-01-01 NASSER WATAR NASSER WATAR 2015-10-13
001 2013-01-01 STEVE ZUBIETA

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	NASSER WATAR	NASSER WATAR	2018-10-15
001	2016-01-01	NASSER WATAR	NASSER WATAR	2017-10-13
001	2015-01-01	NASSER WATAR	NASSER WATAR	2016-10-14
001	2014-01-01	NASSER WATAR	NASSER WATAR	2015-10-13
001	2013-01-01	STEVE ZUBIETA

Plan Statistics for FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN

401k plan membership statisitcs for FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN

Measure Date Value
2017: FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 552
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 59
Total of all active and inactive participants 2017-01-01 611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 611
Number of participants with account balances 2017-01-01 415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2016: FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 126
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 44
Total of all active and inactive participants 2016-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 170
Number of participants with account balances 2016-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2015: FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 126
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 44
Total of all active and inactive participants 2015-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 170
Number of participants with account balances 2015-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 111
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 34
Total of all active and inactive participants 2014-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 145
Number of participants with account balances 2014-01-01 125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 146
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 123
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 29
Total of all active and inactive participants 2013-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 152
Number of participants with account balances 2013-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2017: FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	552
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	59
Total of all active and inactive participants	2017-01-01	611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	611
Number of participants with account balances	2017-01-01	415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2016: FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	126
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	44
Total of all active and inactive participants	2016-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	170
Number of participants with account balances	2016-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2015: FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	126
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	44
Total of all active and inactive participants	2015-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	170
Number of participants with account balances	2015-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	111
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	34
Total of all active and inactive participants	2014-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	145
Number of participants with account balances	2014-01-01	125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	146
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	123
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	29
Total of all active and inactive participants	2013-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	152
Number of participants with account balances	2013-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN

Measure	Date	Value
2017 : FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$3,001,140
Total of all expenses incurred	2017-12-31	$395,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$356,473
Expenses. Certain deemed distributions of participant loans	2017-12-31	$11,400
Value of total corrective distributions	2017-12-31	$16,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,335,257
Value of total assets at end of year	2017-12-31	$6,793,647
Value of total assets at beginning of year	2017-12-31	$4,187,871
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$11,120
Total interest from all sources	2017-12-31	$9,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$543,888
Participant contributions at end of year	2017-12-31	$230,604
Participant contributions at beginning of year	2017-12-31	$215,740
Participant contributions at end of year	2017-12-31	$626
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,791,369
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
Value of net income/loss	2017-12-31	$2,605,776
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,793,647
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,187,871
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
Value of interest in pooled separate accounts at end of year	2017-12-31	$5,682,141
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$3,407,422
Interest on participant loans	2017-12-31	$9,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$880,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$430,861
Net investment gain/loss from pooled separate accounts	2017-12-31	$656,582
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
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$133,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$356,473
Contract administrator fees	2017-12-31	$11,120
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
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	LEMAS & ASSOCIATES
Accountancy firm EIN	2017-12-31	330744998
2016 : FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,208,814
Total of all expenses incurred	2016-12-31	$335,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$309,343
Expenses. Certain deemed distributions of participant loans	2016-12-31	$10,581
Value of total corrective distributions	2016-12-31	$1,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$939,194
Value of total assets at end of year	2016-12-31	$4,187,871
Value of total assets at beginning of year	2016-12-31	$3,314,659
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$14,365
Total interest from all sources	2016-12-31	$8,543
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$410,858
Participant contributions at end of year	2016-12-31	$215,740
Participant contributions at beginning of year	2016-12-31	$199,907
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$394,488
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	$873,212
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,187,871
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,314,659
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
Value of interest in pooled separate accounts at end of year	2016-12-31	$3,407,422
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,618,752
Interest on participant loans	2016-12-31	$8,543
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$430,861
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$364,379
Net investment gain/loss from pooled separate accounts	2016-12-31	$261,077
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
Contributions received in cash from employer	2016-12-31	$133,848
Employer contributions (assets) at end of year	2016-12-31	$133,848
Employer contributions (assets) at beginning of year	2016-12-31	$131,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$309,343
Contract administrator fees	2016-12-31	$14,365
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
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	LEMAS & ASSOCIATES
Accountancy firm EIN	2016-12-31	330744998
2015 : FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$506,961
Total of all expenses incurred	2015-12-31	$577,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$564,489
Expenses. Certain deemed distributions of participant loans	2015-12-31	$3,613
Value of total corrective distributions	2015-12-31	$4,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$549,454
Value of total assets at end of year	2015-12-31	$3,314,659
Value of total assets at beginning of year	2015-12-31	$3,384,823
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$4,475
Total interest from all sources	2015-12-31	$6,954
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$403,544
Participant contributions at end of year	2015-12-31	$199,907
Participant contributions at beginning of year	2015-12-31	$164,297
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$14,289
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
Value of net income/loss	2015-12-31	$-70,164
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,314,659
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,384,823
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
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,618,752
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,765,425
Interest on participant loans	2015-12-31	$6,954
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$364,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$320,598
Net investment gain/loss from pooled separate accounts	2015-12-31	$-49,447
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
Contributions received in cash from employer	2015-12-31	$131,621
Employer contributions (assets) at end of year	2015-12-31	$131,621
Employer contributions (assets) at beginning of year	2015-12-31	$134,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$564,489
Contract administrator fees	2015-12-31	$4,475
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
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	LEMAS & ASSOCIATES
Accountancy firm EIN	2015-12-31	330744998
2014 : FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$900,417
Total of all expenses incurred	2014-12-31	$115,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$111,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$769,022
Value of total assets at end of year	2014-12-31	$3,384,823
Value of total assets at beginning of year	2014-12-31	$2,599,590
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,979
Total interest from all sources	2014-12-31	$3,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$439,066
Participant contributions at end of year	2014-12-31	$164,297
Participant contributions at beginning of year	2014-12-31	$45,511
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$195,453
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
Value of net income/loss	2014-12-31	$785,233
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,384,823
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,599,590
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
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,765,425
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,997,686
Interest on participant loans	2014-12-31	$3,063
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$320,598
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$419,891
Net investment gain/loss from pooled separate accounts	2014-12-31	$128,332
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
Contributions received in cash from employer	2014-12-31	$134,503
Employer contributions (assets) at end of year	2014-12-31	$134,503
Employer contributions (assets) at beginning of year	2014-12-31	$136,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$111,205
Contract administrator fees	2014-12-31	$3,979
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
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	LEMAS & ASSOCIATES
Accountancy firm EIN	2014-12-31	330744998
2013 : FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$850,449
Total of all expenses incurred	2013-12-31	$134,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$129,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$567,212
Value of total assets at end of year	2013-12-31	$2,599,590
Value of total assets at beginning of year	2013-12-31	$1,883,602
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,553
Total interest from all sources	2013-12-31	$1,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$396,221
Participant contributions at end of year	2013-12-31	$45,511
Participant contributions at beginning of year	2013-12-31	$29,639
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$22,500
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$34,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$715,988
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,599,590
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,883,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,997,686
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,387,338
Interest on participant loans	2013-12-31	$1,394
Income. Interest from US Government securities	2013-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$419,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$320,135
Net investment gain/loss from pooled separate accounts	2013-12-31	$281,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$136,502
Employer contributions (assets) at end of year	2013-12-31	$136,502
Employer contributions (assets) at beginning of year	2013-12-31	$123,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$129,908
Contract administrator fees	2013-12-31	$4,553
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	LEMAS & ASSOCIATES
Accountancy firm EIN	2013-12-31	330744998

Form 5500 Responses for FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN

2017: FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: FIRST MOTOR GROUP OF ENCINO LLC 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FIRST MOTOR GROUP OF ENCINO LLC 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FIRST MOTOR GROUP OF ENCINO LLC 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FIRST MOTOR GROUP OF ENCINO LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	810925
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	810925
Policy instance	1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number	810925
Policy instance	1
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-825660
Policy instance	2
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number	GA-825660
Policy instance	1

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Company Name:	FIRST MOTOR GROUP OF ENCINO LLC
Employer identification number (EIN):	464700168
NAIC Classification:	441110
NAIC Description:	New Car Dealers