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MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameMCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN
Plan identification number 002

MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS 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.

401k Sponsoring company profile

DAVID R MCGEORGE CAR COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:DAVID R MCGEORGE CAR COMPANY, INC.
Employer identification number (EIN):540584491
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01DAVID MITCHELL2023-08-15
0022021-01-01DAVID MITCHELL2022-09-15
0022020-01-01DAVID MITCHELL2021-06-28
0022019-01-01DAVID MITCHELL2020-07-23
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01DAVID MITCHELL
0022013-01-01
0022012-01-01DAVID MITCHELL DAVID MITCHELL2013-10-01
0022011-01-01DAVID MITCHELL DAVID MITCHELL2012-11-12
0022010-01-01DAVID MITCHELL
0022009-01-01DAVID MITCHELL

Plan Statistics for MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01339
Total number of active participants reported on line 7a of the Form 55002022-01-01299
Number of retired or separated participants receiving benefits2022-01-018
Number of other retired or separated participants entitled to future benefits2022-01-0176
Total of all active and inactive participants2022-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01383
Number of participants with account balances2022-01-01361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0145
2021: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01331
Total number of active participants reported on line 7a of the Form 55002021-01-01274
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0151
Total of all active and inactive participants2021-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01328
Number of participants with account balances2021-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0137
2020: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01331
Total number of active participants reported on line 7a of the Form 55002020-01-01282
Number of retired or separated participants receiving benefits2020-01-0122
Number of other retired or separated participants entitled to future benefits2020-01-0127
Total of all active and inactive participants2020-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01331
Number of participants with account balances2020-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0123
2019: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01325
Total number of active participants reported on line 7a of the Form 55002019-01-01275
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0145
Total of all active and inactive participants2019-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01321
Number of participants with account balances2019-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0142
2018: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01331
Total number of active participants reported on line 7a of the Form 55002018-01-01273
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0148
Total of all active and inactive participants2018-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01322
Number of participants with account balances2018-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0145
2017: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01328
Total number of active participants reported on line 7a of the Form 55002017-01-01276
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0151
Total of all active and inactive participants2017-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01329
Number of participants with account balances2017-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0143
2016: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01333
Total number of active participants reported on line 7a of the Form 55002016-01-01275
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0145
Total of all active and inactive participants2016-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01322
Number of participants with account balances2016-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0143
2015: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01310
Total number of active participants reported on line 7a of the Form 55002015-01-01263
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0157
Total of all active and inactive participants2015-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01322
Number of participants with account balances2015-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0138
2014: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01298
Total number of active participants reported on line 7a of the Form 55002014-01-01260
Number of retired or separated participants receiving benefits2014-01-0141
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01302
Number of participants with account balances2014-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0138
2013: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01275
Total number of active participants reported on line 7a of the Form 55002013-01-01258
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0136
Total of all active and inactive participants2013-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01295
Number of participants with account balances2013-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0123
2012: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01281
Total number of active participants reported on line 7a of the Form 55002012-01-01239
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01270
Number of participants with account balances2012-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0133
2011: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01263
Total number of active participants reported on line 7a of the Form 55002011-01-01223
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0143
Total of all active and inactive participants2011-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01268
Number of participants with account balances2011-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0139
2010: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01229
Total number of active participants reported on line 7a of the Form 55002010-01-01235
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0127
Total of all active and inactive participants2010-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01264
Number of participants with account balances2010-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0122
2009: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01270
Total number of active participants reported on line 7a of the Form 55002009-01-01225
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01249
Number of participants with account balances2009-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-2,978,368
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,701,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,605,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,200,738
Value of total assets at end of year2022-12-31$22,262,280
Value of total assets at beginning of year2022-12-31$27,942,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$95,994
Total interest from all sources2022-12-31$5,769
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$309,247
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,831,963
Participant contributions at end of year2022-12-31$146,452
Participant contributions at beginning of year2022-12-31$152,817
Participant contributions at end of year2022-12-31$14,513
Participant contributions at beginning of year2022-12-31$17,943
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$47,138
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$2,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,680,211
Value of net assets at end of year (total assets less liabilities)2022-12-31$22,262,280
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,942,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$44,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,082,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$27,750,218
Interest on participant loans2022-12-31$5,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,494,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$321,637
Employer contributions (assets) at end of year2022-12-31$18,459
Employer contributions (assets) at beginning of year2022-12-31$21,513
Income. Dividends from common stock2022-12-31$309,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,603,024
Contract administrator fees2022-12-31$51,099
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,515,419
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,207,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,093,456
Expenses. Certain deemed distributions of participant loans2021-12-31$5,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,146,298
Value of total assets at end of year2021-12-31$27,942,491
Value of total assets at beginning of year2021-12-31$26,634,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$107,994
Total interest from all sources2021-12-31$5,501
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$263,816
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$263,816
Administrative expenses professional fees incurred2021-12-31$55,961
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,684,612
Participant contributions at end of year2021-12-31$152,817
Participant contributions at beginning of year2021-12-31$118,904
Participant contributions at end of year2021-12-31$17,943
Participant contributions at beginning of year2021-12-31$14,656
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$174,605
Other income not declared elsewhere2021-12-31$-711
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$1,308,322
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,942,491
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$26,634,169
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$27,750,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$26,483,270
Interest on participant loans2021-12-31$5,501
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$431
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,100,515
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$287,081
Employer contributions (assets) at end of year2021-12-31$21,513
Employer contributions (assets) at beginning of year2021-12-31$16,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,093,456
Contract administrator fees2021-12-31$52,033
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS 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$5,520,397
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,579,388
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,516,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,649,285
Value of total assets at end of year2020-12-31$26,634,169
Value of total assets at beginning of year2020-12-31$22,693,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,408
Total interest from all sources2020-12-31$4,605
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$261,368
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$261,368
Administrative expenses professional fees incurred2020-12-31$43,676
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$1,404,126
Participant contributions at end of year2020-12-31$118,904
Participant contributions at beginning of year2020-12-31$111,628
Participant contributions at end of year2020-12-31$14,656
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$15,701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,941,009
Value of net assets at end of year (total assets less liabilities)2020-12-31$26,634,169
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,693,160
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$26,483,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,567,985
Interest on participant loans2020-12-31$4,605
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$431
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,605,139
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$229,458
Employer contributions (assets) at end of year2020-12-31$16,908
Employer contributions (assets) at beginning of year2020-12-31$11,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,516,980
Contract administrator fees2020-12-31$18,732
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 name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS 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$5,863,170
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,105,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,048,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,491,561
Value of total assets at end of year2019-12-31$22,693,160
Value of total assets at beginning of year2019-12-31$17,935,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$57,212
Total interest from all sources2019-12-31$6,252
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$264,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$264,585
Administrative expenses professional fees incurred2019-12-31$38,716
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$1,272,332
Participant contributions at end of year2019-12-31$111,628
Participant contributions at beginning of year2019-12-31$173,344
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$13,582
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$9,452
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$4,757,434
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,693,160
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$17,935,726
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
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,567,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,734,307
Interest on participant loans2019-12-31$6,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,833
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$471
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,100,772
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$209,777
Employer contributions (assets) at end of year2019-12-31$11,714
Employer contributions (assets) at beginning of year2019-12-31$14,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,048,524
Contract administrator fees2019-12-31$18,496
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 name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
2018 : MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS 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$422,138
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,376,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,321,683
Expenses. Certain deemed distributions of participant loans2018-12-31$10,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,638,146
Value of total assets at end of year2018-12-31$17,935,726
Value of total assets at beginning of year2018-12-31$18,890,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$44,985
Total interest from all sources2018-12-31$7,006
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$234,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$7,476
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$1,219,008
Participant contributions at end of year2018-12-31$173,344
Participant contributions at beginning of year2018-12-31$155,323
Participant contributions at end of year2018-12-31$13,582
Participant contributions at beginning of year2018-12-31$12,578
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$210,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-954,543
Value of net assets at end of year (total assets less liabilities)2018-12-31$17,935,726
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,890,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$37,509
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,734,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,706,353
Interest on participant loans2018-12-31$7,006
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$471
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$596
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,457,939
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$209,134
Employer contributions (assets) at end of year2018-12-31$14,022
Employer contributions (assets) at beginning of year2018-12-31$15,419
Income. Dividends from common stock2018-12-31$234,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,321,683
Contract administrator fees2018-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
2017 : MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,507,895
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$802,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$761,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,520,392
Value of total assets at end of year2017-12-31$18,890,269
Value of total assets at beginning of year2017-12-31$15,185,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$41,698
Total interest from all sources2017-12-31$4,024
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$219,257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$6,068
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 period2017-12-31Yes
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$1,186,976
Participant contributions at end of year2017-12-31$155,323
Participant contributions at beginning of year2017-12-31$117,157
Participant contributions at end of year2017-12-31$12,578
Participant contributions at beginning of year2017-12-31$16,917
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$130,870
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$3,705,066
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,890,269
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,185,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$35,630
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,706,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,036,603
Interest on participant loans2017-12-31$4,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$596
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$746
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,764,222
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$202,546
Employer contributions (assets) at end of year2017-12-31$15,419
Employer contributions (assets) at beginning of year2017-12-31$13,780
Income. Dividends from common stock2017-12-31$219,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$761,131
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS 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$2,442,252
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,985,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,953,146
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,319,488
Value of total assets at end of year2016-12-31$15,185,203
Value of total assets at beginning of year2016-12-31$14,728,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$32,657
Total interest from all sources2016-12-31$3,142
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$198,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$5,390
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,096,957
Participant contributions at end of year2016-12-31$117,157
Participant contributions at beginning of year2016-12-31$97,811
Participant contributions at end of year2016-12-31$16,917
Participant contributions at beginning of year2016-12-31$33,749
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$36,682
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$456,449
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,185,203
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,728,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$27,267
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$15,036,603
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,227,038
Interest on participant loans2016-12-31$2,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$746
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$357,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$357,075
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$203
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$920,845
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$185,849
Employer contributions (assets) at end of year2016-12-31$13,780
Employer contributions (assets) at beginning of year2016-12-31$13,081
Income. Dividends from common stock2016-12-31$198,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,953,146
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KPMG, LLP
Accountancy firm EIN2016-12-31135567207
2015 : MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS 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$1,503,000
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,112,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,070,924
Expenses. Certain deemed distributions of participant loans2015-12-31$10,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,543,400
Value of total assets at end of year2015-12-31$14,728,754
Value of total assets at beginning of year2015-12-31$14,338,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$31,982
Total interest from all sources2015-12-31$3,425
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$182,203
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$182,203
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,079,873
Participant contributions at end of year2015-12-31$97,811
Participant contributions at beginning of year2015-12-31$120,681
Participant contributions at end of year2015-12-31$33,749
Participant contributions at beginning of year2015-12-31$6,602
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$290,375
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$390,081
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,728,754
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,338,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$31,982
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,227,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,951,003
Interest on participant loans2015-12-31$3,415
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$357,075
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$254,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$254,484
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$10
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-226,028
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$173,152
Employer contributions (assets) at end of year2015-12-31$13,081
Employer contributions (assets) at beginning of year2015-12-31$5,903
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,070,924
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KPMG, LLP
Accountancy firm EIN2015-12-31135567207
2014 : MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS 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$1,892,341
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,879,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,848,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,117,790
Value of total assets at end of year2014-12-31$14,338,673
Value of total assets at beginning of year2014-12-31$14,325,930
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$30,896
Total interest from all sources2014-12-31$4,335
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$192,226
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$192,226
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$973,927
Participant contributions at end of year2014-12-31$120,681
Participant contributions at beginning of year2014-12-31$187,710
Participant contributions at end of year2014-12-31$6,602
Participant contributions at beginning of year2014-12-31$10,566
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$53,973
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$12,743
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,338,673
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,325,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$30,896
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,951,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,826,208
Interest on participant loans2014-12-31$4,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$254,484
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$296,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$296,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$577,990
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$89,890
Employer contributions (assets) at end of year2014-12-31$5,903
Employer contributions (assets) at beginning of year2014-12-31$4,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,848,702
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31KPMG, LLP
Accountancy firm EIN2014-12-31135567207
2013 : MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS 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$3,691,892
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$583,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$559,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,168,526
Value of total assets at end of year2013-12-31$14,325,930
Value of total assets at beginning of year2013-12-31$11,217,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$24,423
Total interest from all sources2013-12-31$5,693
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$155,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$155,865
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 period2013-12-31Yes
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$914,800
Participant contributions at end of year2013-12-31$187,710
Participant contributions at beginning of year2013-12-31$174,240
Participant contributions at end of year2013-12-31$10,566
Participant contributions at beginning of year2013-12-31$8,662
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$163,002
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$3,108,087
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,325,930
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,217,843
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
Investment advisory and management fees2013-12-31$24,423
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,826,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,911,856
Interest on participant loans2013-12-31$5,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$296,578
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$118,023
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$118,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,361,808
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$90,724
Employer contributions (assets) at end of year2013-12-31$4,868
Employer contributions (assets) at beginning of year2013-12-31$5,062
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$559,382
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31KPMG, LLP
Accountancy firm EIN2013-12-31135567207
2012 : MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS 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$2,457,270
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,021,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$999,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,167,875
Value of total assets at end of year2012-12-31$11,217,843
Value of total assets at beginning of year2012-12-31$9,782,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$22,114
Total interest from all sources2012-12-31$4,635
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$161,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$161,677
Administrative expenses professional fees incurred2012-12-31$22,114
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 period2012-12-31Yes
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$826,979
Participant contributions at end of year2012-12-31$174,240
Participant contributions at beginning of year2012-12-31$134,931
Participant contributions at end of year2012-12-31$8,662
Participant contributions at beginning of year2012-12-31$8,968
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$264,463
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$1,435,678
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,217,843
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,782,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,911,856
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,482,579
Interest on participant loans2012-12-31$4,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$118,023
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$149,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$149,555
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,123,083
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$76,433
Employer contributions (assets) at end of year2012-12-31$5,062
Employer contributions (assets) at beginning of year2012-12-31$6,132
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$999,478
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31KPMG LLP
Accountancy firm EIN2012-12-31135567207
2011 : MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$706,576
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,224,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,206,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$906,251
Value of total assets at end of year2011-12-31$9,795,584
Value of total assets at beginning of year2011-12-31$10,313,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,572
Total interest from all sources2011-12-31$4,244
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$156,616
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$156,616
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$825,964
Participant contributions at end of year2011-12-31$134,931
Participant contributions at beginning of year2011-12-31$102,222
Participant contributions at end of year2011-12-31$22,387
Participant contributions at beginning of year2011-12-31$8,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-518,055
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,795,584
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,313,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$18,572
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,482,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$10,066,534
Interest on participant loans2011-12-31$4,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$149,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$130,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$130,677
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$56
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-360,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$80,287
Employer contributions (assets) at end of year2011-12-31$6,132
Employer contributions (assets) at beginning of year2011-12-31$5,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,206,059
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KPMG LLP
Accountancy firm EIN2011-12-31135567207
2010 : MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$95
Total income from all sources (including contributions)2010-12-31$1,897,652
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$394,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$380,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$924,727
Value of total assets at end of year2010-12-31$10,313,639
Value of total assets at beginning of year2010-12-31$8,810,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,539
Total interest from all sources2010-12-31$4,547
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$143,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$143,027
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$841,561
Participant contributions at end of year2010-12-31$102,222
Participant contributions at beginning of year2010-12-31$111,338
Participant contributions at end of year2010-12-31$8,214
Participant contributions at beginning of year2010-12-31$7,707
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$8,577,084
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$95
Total non interest bearing cash at beginning of year2010-12-31$41,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,502,765
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,313,639
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,810,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$14,539
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$10,066,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$66,719
Interest on participant loans2010-12-31$4,547
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$130,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$825,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$83,166
Employer contributions (assets) at end of year2010-12-31$5,992
Employer contributions (assets) at beginning of year2010-12-31$6,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$380,348
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KPMG LLP
Accountancy firm EIN2010-12-31135567207
2009 : MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN

2022: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS 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: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MCGEORGE CAR COMPANY, INC. RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JQ7D
Policy instance 1
Insurance contract or identification numberGAP-CP-JQ7D
Number of Individuals Covered383
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JQ7D
Policy instance 1
Insurance contract or identification numberGAP-CP-JQ7D
Number of Individuals Covered328
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JQ7D
Policy instance 1
Insurance contract or identification numberGAP-CP-JQ7D
Number of Individuals Covered29
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JQ7D
Policy instance 1
Insurance contract or identification numberGAP-CP-JQ7D
Number of Individuals Covered29
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JQ7D
Policy instance 1
Insurance contract or identification numberGAP-CP-JQ7D
Number of Individuals Covered28
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JQ7D
Policy instance 1
Insurance contract or identification numberGAP-CP-JQ7D
Number of Individuals Covered33
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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

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