401k Plan data: AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN plan

AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN 401k Plan overview

Plan Name	AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN
Plan identification number	002

AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

AUTOMASTERS OF ASHEBORO, LLC has sponsored the creation of one or more 401k plans.

Company Name: AUTOMASTERS OF ASHEBORO, LLC

Employer identification number (EIN): 561885019

NAIC Classification: 811190

Additional information about AUTOMASTERS OF ASHEBORO, LLC

Jurisdiction of Incorporation: North Carolina Secretary of State

Incorporation Date:

Company Identification Number: 0352731

More information about AUTOMASTERS OF ASHEBORO, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 THOMAS MORRIS 2022-05-05
002 2021-01-01 THOMAS MORRIS 2022-02-16
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 ALLISON FORESTER
002 2016-01-01 ALLISON FORESTER

Plan Statistics for AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN

401k plan membership statisitcs for AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN

Measure Date Value
2020: AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 63
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 18
Total of all active and inactive participants 2020-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 81
Number of participants with account balances 2020-01-01 47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 87
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 18
Total of all active and inactive participants 2019-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 105
Number of participants with account balances 2019-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 85
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 16
Total of all active and inactive participants 2018-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 101
Number of participants with account balances 2018-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 76
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 23
Total of all active and inactive participants 2017-01-01 99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 99
Number of participants with account balances 2017-01-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 80
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 75
Total of all active and inactive participants 2016-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 155
Number of participants with account balances 2016-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2020: AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	63
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	18
Total of all active and inactive participants	2020-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	81
Number of participants with account balances	2020-01-01	47
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	87
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	18
Total of all active and inactive participants	2019-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	105
Number of participants with account balances	2019-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	85
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	16
Total of all active and inactive participants	2018-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	101
Number of participants with account balances	2018-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	76
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	23
Total of all active and inactive participants	2017-01-01	99
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	99
Number of participants with account balances	2017-01-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	80
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	75
Total of all active and inactive participants	2016-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	155
Number of participants with account balances	2016-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN

Measure	Date	Value
2020 : AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$661,874
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$204,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$197,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$125,218
Value of total assets at end of year	2020-12-31	$4,669,374
Value of total assets at beginning of year	2020-12-31	$4,211,948
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$6,597
Total interest from all sources	2020-12-31	$15,430
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 year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$75,563
Participant contributions at end of year	2020-12-31	$49,179
Participant contributions at beginning of year	2020-12-31	$61,359
Participant contributions at end of year	2020-12-31	$2,406
Participant contributions at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$457,426
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,669,374
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,211,948
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,968,299
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,510,163
Interest on participant loans	2020-12-31	$2,970
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$12,460
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$647,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$639,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$521,226
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$49,655
Employer contributions (assets) at end of year	2020-12-31	$1,905
Employer contributions (assets) at beginning of year	2020-12-31	$847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$197,851
Contract administrator fees	2020-12-31	$6,597
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BERNARD ROBINSON & COMPANY, LLP
Accountancy firm EIN	2020-12-31	560571159
2019 : AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$898,337
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$980,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$973,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$137,492
Value of total assets at end of year	2019-12-31	$4,211,948
Value of total assets at beginning of year	2019-12-31	$4,294,213
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$7,583
Total interest from all sources	2019-12-31	$3,897
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$83,455
Participant contributions at end of year	2019-12-31	$61,359
Participant contributions at beginning of year	2019-12-31	$71,168
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-82,265
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,211,948
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,294,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,510,163
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,389,681
Interest on participant loans	2019-12-31	$3,897
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$639,579
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$824,723
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$756,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$54,037
Employer contributions (assets) at end of year	2019-12-31	$847
Employer contributions (assets) at beginning of year	2019-12-31	$8,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$973,019
Contract administrator fees	2019-12-31	$7,583
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BERNARD ROBINSON & COMPANY, LLP
Accountancy firm EIN	2019-12-31	560571159
2018 : AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$67,014
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$438,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$429,724
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$197,087
Value of total assets at end of year	2018-12-31	$4,294,213
Value of total assets at beginning of year	2018-12-31	$4,665,756
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$8,833
Total interest from all sources	2018-12-31	$26,589
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$126,822
Participant contributions at end of year	2018-12-31	$71,168
Participant contributions at beginning of year	2018-12-31	$40,837
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$1,430
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-371,543
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,294,213
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,665,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,389,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,533,155
Interest on participant loans	2018-12-31	$3,501
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$23,088
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$824,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,083,083
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-156,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$70,165
Employer contributions (assets) at end of year	2018-12-31	$8,641
Employer contributions (assets) at beginning of year	2018-12-31	$7,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$429,724
Contract administrator fees	2018-12-31	$8,833
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BERNARD ROBINSON & COMPANY, LLP
Accountancy firm EIN	2018-12-31	560571159
2017 : AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$33,188
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	$864,273
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,992,513
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,983,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$232,716
Value of total assets at end of year	2017-12-31	$4,665,756
Value of total assets at beginning of year	2017-12-31	$6,827,184
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$8,598
Total interest from all sources	2017-12-31	$1,875
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$149,359
Participant contributions at end of year	2017-12-31	$40,837
Participant contributions at beginning of year	2017-12-31	$60,099
Participant contributions at end of year	2017-12-31	$1,430
Participant contributions at beginning of year	2017-12-31	$532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$-2,128,240
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,665,756
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,827,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,533,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,600,288
Interest on participant loans	2017-12-31	$1,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,083,083
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,161,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$629,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$83,357
Employer contributions (assets) at end of year	2017-12-31	$7,251
Employer contributions (assets) at beginning of year	2017-12-31	$4,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,983,915
Contract administrator fees	2017-12-31	$8,598
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BERNARD ROBINSON & COMPANY, LLP
Accountancy firm EIN	2017-12-31	560571159
2016 : AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,065,475
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$289,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$286,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$670,359
Value of total assets at end of year	2016-12-31	$6,827,184
Value of total assets at beginning of year	2016-12-31	$6,051,432
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$2,928
Total interest from all sources	2016-12-31	$2,692
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$373,762
Participant contributions at end of year	2016-12-31	$60,099
Participant contributions at beginning of year	2016-12-31	$74,973
Participant contributions at end of year	2016-12-31	$532
Participant contributions at beginning of year	2016-12-31	$7,787
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$76,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$775,752
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,827,184
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,051,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,600,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,476,263
Interest on participant loans	2016-12-31	$2,692
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,161,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$483,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$392,424
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$220,065
Employer contributions (assets) at end of year	2016-12-31	$4,601
Employer contributions (assets) at beginning of year	2016-12-31	$8,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$286,795
Contract administrator fees	2016-12-31	$2,928
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BERNARD ROBINSON & COMPANY, LLP
Accountancy firm EIN	2016-12-31	560571159

Form 5500 Responses for AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN

2020: AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AUTOMASTERS OF ASHEBORO, LLC EMPLOYEE'S SUPPLEMENTAL RETIREMENT 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

298-80180

Policy instance

Insurance contract or identification number	298-80180
Number of Individuals Covered	47
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $776
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	776
Additional information about fees paid to insurance broker	FINANCIAL ADVISEMENT
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

298-80180

Policy instance

Insurance contract or identification number	298-80180
Number of Individuals Covered	63
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $1,000
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,000
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	FINANCIAL ADVISEMENT
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

298-80180

Policy instance

Insurance contract or identification number	298-80180
Number of Individuals Covered	61
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,316
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,316
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	FINANCIAL ADVISEMENT
Insurance broker organization code?	3

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

298-80180

Policy instance

Insurance contract or identification number	298-80180
Number of Individuals Covered	62
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,305
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,305
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	FINANCIAL ADVISEMENT
Insurance broker organization code?	3
Insurance broker name	WELLS FARGO ADVISORS, LLC

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Company Name:	AUTOMASTERS OF ASHEBORO, LLC
Employer identification number (EIN):	561885019
NAIC Classification:	811190

Jurisdiction of Incorporation:	North Carolina Secretary of State
Incorporation Date:
Company Identification Number:	0352731

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	THOMAS MORRIS	2022-05-05
002	2021-01-01	THOMAS MORRIS	2022-02-16
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	ALLISON FORESTER
002	2016-01-01	ALLISON FORESTER