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GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 401k Plan overview

Plan NameGENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN
Plan identification number 001

GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) 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

GENEVA ENTERPRISES, LLC DBA ROSENTHAL AUTOMOTIVE has sponsored the creation of one or more 401k plans.

Company Name:GENEVA ENTERPRISES, LLC DBA ROSENTHAL AUTOMOTIVE
Employer identification number (EIN):541570600
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEVE FEROUZ STEVE FEROUZ2018-10-12
0012016-01-01STEVE FEROUZ STEVE FEROUZ2017-10-10
0012015-01-01DONALD BAVELY DONALD BAVELY2016-09-28
0012014-01-01DONALD BAVELY DONALD BAVELY2015-10-05
0012013-01-01DONALD BAVELY DONALD BAVELY2014-10-10
0012012-01-01DONALD BAVELY DONALD BAVELY2013-10-09
0012011-01-01DONALD BAVELY DONALD BAVELY2012-10-13
0012010-01-01DONALD BAVELY DONALD BAVELY2011-10-14
0012009-01-01DONALD BAVELY DONALD BAVELY2010-10-14

Plan Statistics for GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN

401k plan membership statisitcs for GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN

Measure Date Value
2022: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,016
Total number of active participants reported on line 7a of the Form 55002022-01-01812
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01329
Total of all active and inactive participants2022-01-011,143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,143
Number of participants with account balances2022-01-011,136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,255
Total number of active participants reported on line 7a of the Form 55002021-01-01694
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01308
Total of all active and inactive participants2021-01-011,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,002
Number of participants with account balances2021-01-01999
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,232
Total number of active participants reported on line 7a of the Form 55002020-01-01835
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01396
Total of all active and inactive participants2020-01-011,231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-011,232
Number of participants with account balances2020-01-011,125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01108
2019: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,166
Total number of active participants reported on line 7a of the Form 55002019-01-01782
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01362
Total of all active and inactive participants2019-01-011,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,144
Number of participants with account balances2019-01-011,139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01110
2018: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,097
Total number of active participants reported on line 7a of the Form 55002018-01-01752
Number of retired or separated participants receiving benefits2018-01-01352
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-011,104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,104
Number of participants with account balances2018-01-011,104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01120
2017: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01963
Total number of active participants reported on line 7a of the Form 55002017-01-01727
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01269
Total of all active and inactive participants2017-01-01996
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01996
Number of participants with account balances2017-01-01996
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01119
2016: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01940
Total number of active participants reported on line 7a of the Form 55002016-01-01769
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01156
Total of all active and inactive participants2016-01-01925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01925
Number of participants with account balances2016-01-01925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01111
2015: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01762
Total number of active participants reported on line 7a of the Form 55002015-01-01772
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01139
Total of all active and inactive participants2015-01-01911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01911
Number of participants with account balances2015-01-01882
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01111
2014: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01780
Total number of active participants reported on line 7a of the Form 55002014-01-01613
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01129
Total of all active and inactive participants2014-01-01742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01742
Number of participants with account balances2014-01-01699
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0159
2013: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01720
Total number of active participants reported on line 7a of the Form 55002013-01-01614
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01141
Total of all active and inactive participants2013-01-01755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01755
Number of participants with account balances2013-01-01691
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0152
2012: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01768
Total number of active participants reported on line 7a of the Form 55002012-01-01597
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01103
Total of all active and inactive participants2012-01-01700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01700
Number of participants with account balances2012-01-01683
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0178
2011: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01813
Total number of active participants reported on line 7a of the Form 55002011-01-01648
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0189
Total of all active and inactive participants2011-01-01737
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01737
Number of participants with account balances2011-01-01672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0131
2010: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01793
Total number of active participants reported on line 7a of the Form 55002010-01-01681
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0193
Total of all active and inactive participants2010-01-01774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01774
Number of participants with account balances2010-01-01678
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0173
2009: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01832
Total number of active participants reported on line 7a of the Form 55002009-01-01660
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01116
Total of all active and inactive participants2009-01-01776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01776
Number of participants with account balances2009-01-01756
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0176

Financial Data on GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN

Measure Date Value
2022 : GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$-6,149,365
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,232,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,089,506
Expenses. Certain deemed distributions of participant loans2022-12-31$17,574
Value of total corrective distributions2022-12-31$18,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,497,708
Value of total assets at end of year2022-12-31$46,211,434
Value of total assets at beginning of year2022-12-31$58,592,906
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$106,368
Total interest from all sources2022-12-31$47,765
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$436,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$436,145
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$3,045,068
Participant contributions at end of year2022-12-31$750,813
Participant contributions at beginning of year2022-12-31$855,022
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,452,640
Other income not declared elsewhere2022-12-31$-1,798
Administrative expenses (other) incurred2022-12-31$900
Total non interest bearing cash at end of year2022-12-31$30
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,381,472
Value of net assets at end of year (total assets less liabilities)2022-12-31$46,211,434
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$58,592,906
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$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$27,581,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$33,937,179
Value of interest in pooled separate accounts at end of year2022-12-31$9,836,688
Value of interest in pooled separate accounts at beginning of year2022-12-31$15,440,868
Interest on participant loans2022-12-31$47,765
Value of interest in common/collective trusts at end of year2022-12-31$8,042,451
Value of interest in common/collective trusts at beginning of year2022-12-31$8,359,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,029,299
Net investment gain/loss from pooled separate accounts2022-12-31$-4,673,065
Net investment gain or loss from common/collective trusts2022-12-31$-426,821
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,089,506
Contract administrator fees2022-12-31$75,468
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 name2022-12-31BDO USA, P.C
Accountancy firm EIN2022-12-31135381590
2021 : GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) 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$10,414,316
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,638,514
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,519,939
Expenses. Certain deemed distributions of participant loans2021-12-31$10,807
Value of total corrective distributions2021-12-31$9,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,032,796
Value of total assets at end of year2021-12-31$58,592,906
Value of total assets at beginning of year2021-12-31$58,817,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$97,820
Total interest from all sources2021-12-31$58,769
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$346,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$346,678
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 period2021-12-31Yes
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$2,930,120
Participant contributions at end of year2021-12-31$855,022
Participant contributions at beginning of year2021-12-31$1,184,636
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$39,246
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$96,925
Other income not declared elsewhere2021-12-31$-170,597
Administrative expenses (other) incurred2021-12-31$97,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-224,198
Value of net assets at end of year (total assets less liabilities)2021-12-31$58,592,906
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$58,817,104
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$33,937,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$51,885,566
Value of interest in pooled separate accounts at end of year2021-12-31$15,440,868
Interest on participant loans2021-12-31$58,769
Value of interest in common/collective trusts at end of year2021-12-31$8,359,837
Value of interest in common/collective trusts at beginning of year2021-12-31$5,707,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,143,762
Net investment gain/loss from pooled separate accounts2021-12-31$1,415,288
Net investment gain or loss from common/collective trusts2021-12-31$587,620
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$5,751
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,519,939
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31BDO USA LLP
Accountancy firm EIN2021-12-31135381590
2020 : GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) 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$11,667,911
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,328,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,176,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,007,591
Value of total assets at end of year2020-12-31$58,817,104
Value of total assets at beginning of year2020-12-31$54,477,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$152,602
Total interest from all sources2020-12-31$88,376
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,876,720
Participant contributions at end of year2020-12-31$1,184,636
Participant contributions at beginning of year2020-12-31$1,777,436
Participant contributions at end of year2020-12-31$39,246
Participant contributions at beginning of year2020-12-31$36,319
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,494
Administrative expenses (other) incurred2020-12-31$152,602
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$4,339,177
Value of net assets at end of year (total assets less liabilities)2020-12-31$58,817,104
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$54,477,927
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$51,885,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$47,970,158
Interest on participant loans2020-12-31$88,376
Value of interest in common/collective trusts at end of year2020-12-31$5,707,656
Value of interest in common/collective trusts at beginning of year2020-12-31$4,684,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$8,463,094
Net investment gain or loss from common/collective trusts2020-12-31$108,850
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$118,377
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$9,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,176,132
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31BDO USA LLP
Accountancy firm EIN2020-12-31135381590
2019 : GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) 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$14,085,464
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,260,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,027,677
Expenses. Certain deemed distributions of participant loans2019-12-31$50,823
Value of total corrective distributions2019-12-31$38,034
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,942,847
Value of total assets at end of year2019-12-31$54,477,927
Value of total assets at beginning of year2019-12-31$46,652,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$143,539
Total interest from all sources2019-12-31$106,553
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,823,821
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$1,823,821
Administrative expenses professional fees incurred2019-12-31$113,539
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$3,416,466
Participant contributions at end of year2019-12-31$1,777,436
Participant contributions at beginning of year2019-12-31$1,753,733
Participant contributions at end of year2019-12-31$36,319
Participant contributions at beginning of year2019-12-31$33,258
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$17,315
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$7,825,391
Value of net assets at end of year (total assets less liabilities)2019-12-31$54,477,927
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$46,652,536
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$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$47,970,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$38,335,463
Interest on participant loans2019-12-31$106,553
Value of interest in common/collective trusts at end of year2019-12-31$4,684,167
Value of interest in common/collective trusts at beginning of year2019-12-31$6,524,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$8,094,004
Net investment gain or loss from common/collective trusts2019-12-31$118,239
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$509,066
Employer contributions (assets) at end of year2019-12-31$9,847
Employer contributions (assets) at beginning of year2019-12-31$5,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,027,677
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 name2019-12-31MORRISON, BROWN, ARGIZ, & FARRA LLC
Accountancy firm EIN2019-12-31010720052
2018 : GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) 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$2,433,724
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,708,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,576,085
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,112,147
Value of total assets at end of year2018-12-31$46,652,536
Value of total assets at beginning of year2018-12-31$47,927,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$132,254
Total interest from all sources2018-12-31$90,964
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,356,690
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,356,690
Administrative expenses professional fees incurred2018-12-31$102,254
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$3,447,509
Participant contributions at end of year2018-12-31$1,753,733
Participant contributions at beginning of year2018-12-31$1,588,532
Participant contributions at end of year2018-12-31$33,258
Participant contributions at beginning of year2018-12-31$31,262
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$166,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,274,615
Value of net assets at end of year (total assets less liabilities)2018-12-31$46,652,536
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$47,927,151
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$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$38,335,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$41,021,076
Interest on participant loans2018-12-31$90,964
Value of interest in common/collective trusts at end of year2018-12-31$6,524,751
Value of interest in common/collective trusts at beginning of year2018-12-31$5,281,467
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,230,787
Net investment gain or loss from common/collective trusts2018-12-31$104,710
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$497,785
Employer contributions (assets) at end of year2018-12-31$5,331
Employer contributions (assets) at beginning of year2018-12-31$4,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,576,085
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 name2018-12-31MORRISON, BROWN, ARGIZ, & FARRA LLC
Accountancy firm EIN2018-12-31010720052
2017 : GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) 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$11,164,032
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$4,311,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,164,997
Value of total corrective distributions2017-12-31$17,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,035,855
Value of total assets at end of year2017-12-31$47,927,151
Value of total assets at beginning of year2017-12-31$41,075,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$129,004
Total interest from all sources2017-12-31$80,906
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,455,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,455,506
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,513,055
Participant contributions at end of year2017-12-31$1,588,532
Participant contributions at beginning of year2017-12-31$1,566,136
Participant contributions at end of year2017-12-31$31,262
Participant contributions at beginning of year2017-12-31$32,667
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,047
Administrative expenses (other) incurred2017-12-31$99,004
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$6,852,117
Value of net assets at end of year (total assets less liabilities)2017-12-31$47,927,151
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$41,075,034
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$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$41,021,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$34,165,195
Interest on participant loans2017-12-31$80,906
Value of interest in common/collective trusts at end of year2017-12-31$5,281,467
Value of interest in common/collective trusts at beginning of year2017-12-31$5,306,737
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,507,952
Net investment gain or loss from common/collective trusts2017-12-31$83,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$521,753
Employer contributions (assets) at end of year2017-12-31$4,814
Employer contributions (assets) at beginning of year2017-12-31$4,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,164,997
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 name2017-12-31MORRISON, BROWN, ARGIZ, & FARRA LLC
Accountancy firm EIN2017-12-31010720052
2016 : GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) 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$6,917,656
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,222,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,084,259
Value of total corrective distributions2016-12-31$17,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,126,594
Value of total assets at end of year2016-12-31$41,075,034
Value of total assets at beginning of year2016-12-31$36,380,177
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$121,516
Total interest from all sources2016-12-31$75,813
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$978,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$978,170
Administrative expenses professional fees incurred2016-12-31$91,516
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,496,316
Participant contributions at end of year2016-12-31$1,566,136
Participant contributions at beginning of year2016-12-31$1,446,045
Participant contributions at end of year2016-12-31$32,667
Participant contributions at beginning of year2016-12-31$13,690
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$128,013
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$4,694,857
Value of net assets at end of year (total assets less liabilities)2016-12-31$41,075,034
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$36,380,177
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$30,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$34,165,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,519,074
Interest on participant loans2016-12-31$75,813
Value of interest in common/collective trusts at end of year2016-12-31$5,306,737
Value of interest in common/collective trusts at beginning of year2016-12-31$5,399,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,656,834
Net investment gain or loss from common/collective trusts2016-12-31$80,245
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$502,265
Employer contributions (assets) at end of year2016-12-31$4,299
Employer contributions (assets) at beginning of year2016-12-31$2,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,084,259
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 name2016-12-31MORRISON, BROWN, ARGIZ, & FARRA LLC
Accountancy firm EIN2016-12-31010720052
2015 : GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$3,697,049
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$3,718,116
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,814,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,661,185
Value of total corrective distributions2015-12-31$59,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,289,422
Value of total assets at end of year2015-12-31$36,380,177
Value of total assets at beginning of year2015-12-31$30,779,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$94,297
Total interest from all sources2015-12-31$60,186
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,544,455
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$1,544,455
Administrative expenses professional fees incurred2015-12-31$76,035
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,877,259
Participant contributions at end of year2015-12-31$1,446,045
Participant contributions at beginning of year2015-12-31$983,159
Participant contributions at end of year2015-12-31$13,690
Participant contributions at beginning of year2015-12-31$7,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,903,340
Value of net assets at end of year (total assets less liabilities)2015-12-31$36,380,177
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$30,779,788
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$18,262
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$29,519,074
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,952,018
Interest on participant loans2015-12-31$60,186
Value of interest in common/collective trusts at end of year2015-12-31$5,399,207
Value of interest in common/collective trusts at beginning of year2015-12-31$4,835,704
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,236,256
Net investment gain or loss from common/collective trusts2015-12-31$60,309
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$412,163
Employer contributions (assets) at end of year2015-12-31$2,161
Employer contributions (assets) at beginning of year2015-12-31$1,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,661,185
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 name2015-12-31MORRISON, BROWN, ARGIZ & FARRA LLC
Accountancy firm EIN2015-12-31010720052
2014 : GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) 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$4,267,660
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,718,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,577,036
Value of total corrective distributions2014-12-31$56,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,653,672
Value of total assets at end of year2014-12-31$30,779,788
Value of total assets at beginning of year2014-12-31$28,230,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$84,531
Total interest from all sources2014-12-31$44,563
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,086,574
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$1,086,574
Administrative expenses professional fees incurred2014-12-31$64,841
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,328,919
Participant contributions at end of year2014-12-31$983,159
Participant contributions at beginning of year2014-12-31$775,480
Participant contributions at end of year2014-12-31$7,753
Participant contributions at beginning of year2014-12-31$26,575
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$11,011
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$2,549,469
Value of net assets at end of year (total assets less liabilities)2014-12-31$30,779,788
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$28,230,319
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$19,690
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,952,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$22,510,404
Interest on participant loans2014-12-31$42,116
Value of interest in common/collective trusts at end of year2014-12-31$4,835,704
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,914,534
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,914,534
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$458,055
Net investment gain or loss from common/collective trusts2014-12-31$24,796
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$313,742
Employer contributions (assets) at end of year2014-12-31$1,154
Employer contributions (assets) at beginning of year2014-12-31$3,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,577,036
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 name2014-12-31MORRISON, BROWN, ARGIZ & FARRA LLC
Accountancy firm EIN2014-12-31010720052
2013 : GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) 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$7,185,125
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,285,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,201,794
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$14,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,678,224
Value of total assets at end of year2013-12-31$28,230,319
Value of total assets at beginning of year2013-12-31$23,330,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$69,494
Total interest from all sources2013-12-31$43,671
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$740,600
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$740,600
Administrative expenses professional fees incurred2013-12-31$61,321
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,241,971
Participant contributions at end of year2013-12-31$775,480
Participant contributions at beginning of year2013-12-31$846,199
Participant contributions at end of year2013-12-31$26,575
Participant contributions at beginning of year2013-12-31$26,554
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$133,315
Other income not declared elsewhere2013-12-31$1,467
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$4,899,582
Value of net assets at end of year (total assets less liabilities)2013-12-31$28,230,319
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$23,330,737
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$8,173
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$22,510,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$17,585,157
Interest on participant loans2013-12-31$39,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,914,534
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,869,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,869,597
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,721,163
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$302,938
Employer contributions (assets) at end of year2013-12-31$3,326
Employer contributions (assets) at beginning of year2013-12-31$3,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,201,794
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 name2013-12-31MORRISON, BROWN, ARGIZ & FARRA LLP
Accountancy firm EIN2013-12-31010720052
2012 : GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) 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$4,711,792
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,861,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,712,789
Expenses. Certain deemed distributions of participant loans2012-12-31$47,451
Value of total corrective distributions2012-12-31$25,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,495,473
Value of total assets at end of year2012-12-31$23,330,737
Value of total assets at beginning of year2012-12-31$20,480,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$75,422
Total interest from all sources2012-12-31$49,067
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$643,392
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$643,392
Administrative expenses professional fees incurred2012-12-31$75,422
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,165,669
Participant contributions at end of year2012-12-31$846,199
Participant contributions at beginning of year2012-12-31$946,525
Participant contributions at end of year2012-12-31$26,554
Participant contributions at beginning of year2012-12-31$70,599
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$43,389
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$2,850,359
Value of net assets at end of year (total assets less liabilities)2012-12-31$23,330,737
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,480,378
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$17,585,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$14,043,377
Interest on participant loans2012-12-31$45,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,869,597
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$5,409,878
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$5,409,878
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$3,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,523,860
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$286,415
Employer contributions (assets) at end of year2012-12-31$3,230
Employer contributions (assets) at beginning of year2012-12-31$9,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,712,789
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 name2012-12-31MORRISON, BROWN, ARGIZ & FARRA LLP
Accountancy firm EIN2012-12-31010720052
2011 : GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) 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$2,506,969
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,281,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,131,228
Expenses. Certain deemed distributions of participant loans2011-12-31$18,994
Value of total corrective distributions2011-12-31$63,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,396,123
Value of total assets at end of year2011-12-31$20,480,378
Value of total assets at beginning of year2011-12-31$19,255,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$68,376
Total interest from all sources2011-12-31$51,962
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$458,608
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$458,608
Administrative expenses professional fees incurred2011-12-31$68,376
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 period2011-12-31No
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$2,095,894
Participant contributions at end of year2011-12-31$946,525
Participant contributions at beginning of year2011-12-31$990,056
Participant contributions at end of year2011-12-31$70,599
Participant contributions at beginning of year2011-12-31$75,745
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$19,621
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$1,225,152
Value of net assets at end of year (total assets less liabilities)2011-12-31$20,480,378
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$19,255,226
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$14,043,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,168,100
Interest on participant loans2011-12-31$49,145
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$5,409,878
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,010,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,010,754
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-399,724
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$280,608
Employer contributions (assets) at end of year2011-12-31$9,999
Employer contributions (assets) at beginning of year2011-12-31$10,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,131,228
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31MORRISON, BROWN, ARGIZ, & FARRA LLP
Accountancy firm EIN2011-12-31010720052
2010 : GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) 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$0
Total income from all sources (including contributions)2010-12-31$4,143,062
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,290,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,097,371
Expenses. Certain deemed distributions of participant loans2010-12-31$91,435
Value of total corrective distributions2010-12-31$39,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,367,779
Value of total assets at end of year2010-12-31$19,255,226
Value of total assets at beginning of year2010-12-31$16,402,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$62,516
Total interest from all sources2010-12-31$57,102
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$366,323
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$366,323
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 period2010-12-31No
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$2,051,330
Participant contributions at end of year2010-12-31$990,056
Participant contributions at beginning of year2010-12-31$903,457
Participant contributions at end of year2010-12-31$75,745
Participant contributions at beginning of year2010-12-31$63,935
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$41,522
Other income not declared elsewhere2010-12-31$416
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$2,852,493
Value of net assets at end of year (total assets less liabilities)2010-12-31$19,255,226
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$16,402,733
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,168,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,401,247
Interest on participant loans2010-12-31$54,371
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,010,754
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,025,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,025,036
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,731
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,351,442
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$274,927
Employer contributions (assets) at end of year2010-12-31$10,571
Employer contributions (assets) at beginning of year2010-12-31$9,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,097,371
Contract administrator fees2010-12-31$62,516
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31MORRISON, BROWN, ARGIZ, & FARRA LLC
Accountancy firm EIN2010-12-31274677688
2009 : GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) 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 GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN

2022: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple 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: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedYes
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: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
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: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple 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: GENEVA ENTERPRISES, LLC DBA AUTOMOTIVE GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple 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

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075705
Policy instance 1
Insurance contract or identification number075705
Number of Individuals Covered1143
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075705
Policy instance 1
Insurance contract or identification number075705
Number of Individuals Covered1002
Insurance policy start date2021-02-01
Insurance policy end date2021-12-31
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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