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KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN 401k Plan overview

Plan NameKENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN
Plan identification number 001

KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

KENNESAW MOTOR SALES, INC. has sponsored the creation of one or more 401k plans.

Company Name:KENNESAW MOTOR SALES, INC.
Employer identification number (EIN):650234141
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 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
0012020-01-01JAMES O. PERRIN2021-09-12
0012019-01-01JAMES PERRIN2020-10-08
0012018-01-01JAMES O PERRIN2019-07-24
0012018-01-01JAMES O PERRIN2019-12-18
0012017-01-01
0012017-01-01JAMES O PERRIN2019-12-15
0012016-01-01
0012015-01-01KATIE OBREMSKI2016-06-06
0012014-01-01KATIE OBREMSKI2015-06-23
0012014-01-01JENNY HANS2015-09-23
0012013-01-01ALAN B SVEDLOW2014-10-21
0012012-01-01ALAN B. SVEDLOW2013-10-10
0012011-01-01ALAN B. SVEDLOW2012-10-10
0012009-01-01ALAN B. SVEDLOW

Plan Statistics for KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN

401k plan membership statisitcs for KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN

Measure Date Value
2022: KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01284
Total number of active participants reported on line 7a of the Form 55002022-01-01225
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0150
Total of all active and inactive participants2022-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01277
Number of participants with account balances2022-01-01246
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01254
Total number of active participants reported on line 7a of the Form 55002021-01-01227
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0149
Total of all active and inactive participants2021-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01277
Number of participants with account balances2021-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01145
Total number of active participants reported on line 7a of the Form 55002020-01-01114
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0121
Total of all active and inactive participants2020-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01136
Number of participants with account balances2020-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01136
Total number of active participants reported on line 7a of the Form 55002019-01-01125
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01146
Number of participants with account balances2019-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01136
Total number of active participants reported on line 7a of the Form 55002018-01-01118
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01134
Number of participants with account balances2018-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01135
Total number of active participants reported on line 7a of the Form 55002017-01-01120
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01138
Number of participants with account balances2017-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01124
Total number of active participants reported on line 7a of the Form 55002016-01-01123
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-018
Total of all active and inactive participants2016-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01132
Number of participants with account balances2016-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2009: KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01103
Total number of active participants reported on line 7a of the Form 55002009-01-0184
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0195
Number of participants with account balances2009-01-0176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111

Financial Data on KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN

Measure Date Value
2022 : KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,065,385
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,497,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,492,491
Value of total corrective distributions2022-12-31$57
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,783,379
Value of total assets at end of year2022-12-31$15,324,035
Value of total assets at beginning of year2022-12-31$17,887,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,416
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$404,568
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$404,568
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,783,379
Participant contributions at end of year2022-12-31$16,167
Administrative expenses (other) incurred2022-12-31$5,416
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,563,349
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,324,035
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$17,887,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,152,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,381,539
Value of interest in common/collective trusts at end of year2022-12-31$1,155,457
Value of interest in common/collective trusts at beginning of year2022-12-31$1,085,244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,271,549
Net investment gain or loss from common/collective trusts2022-12-31$18,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at beginning of year2022-12-31$420,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,492,491
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 name2022-12-31LONG AND ASSOCIATES PC
Accountancy firm EIN2022-12-31352009629
2021 : KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$7,065,619
Total transfer of assets from this plan2021-12-31$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$3,483,647
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$476,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$470,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,843,665
Value of total assets at end of year2021-12-31$17,887,384
Value of total assets at beginning of year2021-12-31$7,814,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,175
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$762,951
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$762,951
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000
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$1,220,303
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$33,897
Administrative expenses (other) incurred2021-12-31$6,175
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$3,007,040
Value of net assets at end of year (total assets less liabilities)2021-12-31$17,887,384
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,814,725
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$16,381,539
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,644,446
Value of interest in common/collective trusts at end of year2021-12-31$1,085,244
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$170,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$870,588
Net investment gain or loss from common/collective trusts2021-12-31$6,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$589,465
Employer contributions (assets) at end of year2021-12-31$420,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$470,432
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 name2021-12-31LONG AND ASSOCIATES PC
Accountancy firm EIN2021-12-31352009629
2020 : KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$215,018
Total transfer of assets from this plan2020-12-31$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$1,691,893
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$552,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$536,493
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$13,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$731,967
Value of total assets at end of year2020-12-31$7,814,725
Value of total assets at beginning of year2020-12-31$6,460,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,984
Total interest from all sources2020-12-31$2,676
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
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$573,845
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$1,139,063
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,814,725
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,460,644
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
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$636
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$7,644,446
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,318,904
Interest on participant loans2020-12-31$0
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$2,676
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$170,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$141,740
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$957,250
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$158,122
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$536,493
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$2,348
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LONG AND ASSOCIATES PC
Accountancy firm EIN2020-12-31352009629
2019 : KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$320,022
Total transfer of assets from this plan2019-12-31$179,304
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$1,873,110
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$178,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$155,997
Value of total corrective distributions2019-12-31$19,336
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$709,291
Value of total assets at end of year2019-12-31$6,460,644
Value of total assets at beginning of year2019-12-31$4,625,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,362
Total interest from all sources2019-12-31$3,434
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$567,891
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$1,694,415
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,460,644
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,625,511
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$462
Value of interest in pooled separate accounts at end of year2019-12-31$6,318,904
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,416,135
Interest earned on other investments2019-12-31$3,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$141,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$209,376
Net investment gain/loss from pooled separate accounts2019-12-31$1,160,385
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$141,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$155,997
Contract administrator fees2019-12-31$2,900
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 name2019-12-31LONG AND ASSOCIATES PC
Accountancy firm EIN2019-12-31352009629
2018 : KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$-50,282
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$387,540
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$587,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$579,037
Value of total corrective distributions2018-12-31$8,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$721,970
Value of total assets at end of year2018-12-31$4,625,511
Value of total assets at beginning of year2018-12-31$4,876,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$485
Total interest from all sources2018-12-31$3,491
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$514,797
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$63,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-200,383
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,625,511
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,876,176
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$273
Value of interest in pooled separate accounts at end of year2018-12-31$4,416,135
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,708,318
Interest earned on other investments2018-12-31$3,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$209,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$167,858
Net investment gain/loss from pooled separate accounts2018-12-31$-337,921
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$143,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$579,037
Contract administrator fees2018-12-31$212
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 name2018-12-31LONG AND ASSOCIATES PC
Accountancy firm EIN2018-12-31352009629
2017 : KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$212,393
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$1,247,234
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$255,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$249,876
Value of total corrective distributions2017-12-31$5,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$626,854
Value of total assets at end of year2017-12-31$4,876,176
Value of total assets at beginning of year2017-12-31$4,097,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$584
Total interest from all sources2017-12-31$2,724
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$482,891
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$991,562
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,876,176
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,097,007
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$190
Value of interest in pooled separate accounts at end of year2017-12-31$4,708,318
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,964,367
Interest earned on other investments2017-12-31$2,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$167,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$132,640
Net investment gain/loss from pooled separate accounts2017-12-31$617,656
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$143,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$249,876
Contract administrator fees2017-12-31$394
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 name2017-12-31LONG AND ASSOCIATES PC
Accountancy firm EIN2017-12-31352009629
2016 : KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$2,682
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$1,007,506
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$209,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$202,989
Value of total corrective distributions2016-12-31$4,853
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$652,891
Value of total assets at end of year2016-12-31$4,097,007
Value of total assets at beginning of year2016-12-31$3,301,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,341
Total interest from all sources2016-12-31$2,396
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$499,997
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$12,996
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$798,323
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,097,007
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,301,366
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$97
Value of interest in pooled separate accounts at end of year2016-12-31$3,964,367
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,207,407
Interest earned on other investments2016-12-31$2,396
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$132,640
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$93,959
Net investment gain/loss from pooled separate accounts2016-12-31$352,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$139,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$202,989
Contract administrator fees2016-12-31$1,244
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LONG AND ASSOCIATES PC
Accountancy firm EIN2016-12-31352009629
2010 : KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$-1,098
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$550,950
Expenses. Total of all expenses incurred2010-12-31$139,963
Benefits paid (including direct rollovers)2010-12-31$131,836
Total plan assets at end of year2010-12-31$1,352,940
Total plan assets at beginning of year2010-12-31$943,051
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$265,791
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$57,302
Other income received2010-12-31$144,045
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$410,987
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,352,940
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$943,051
Total contributions received or receivable from employer(s)2010-12-31$83,812
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$8,127
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 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
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN

2022: KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2009: KENNESAW MOTOR SALES, INC. DBA COBB COUNTY TOYOTA NADART SALARY DEFERRAL 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-09363-01
Policy instance 1
Insurance contract or identification number01-09363-01
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-07-21
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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?Yes
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-09363-01
Policy instance 1
Insurance contract or identification number01-09363-01
Number of Individuals Covered136
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-09363-01
Policy instance 1
Insurance contract or identification number01-09363-01
Number of Individuals Covered146
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,683
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,683
Insurance broker organization code?3
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-09363-01
Policy instance 1
Insurance contract or identification number01-09363-01
Number of Individuals Covered100
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,123
Total amount of fees paid to insurance companyUSD $330
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,123
Amount paid for insurance broker fees330
Additional information about fees paid to insurance brokerINCENTIVES
Insurance broker organization code?3
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-09363-01
Policy instance 1
Insurance contract or identification number01-09363-01
Number of Individuals Covered138
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,461
Total amount of fees paid to insurance companyUSD $138
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,461
Amount paid for insurance broker fees138
Additional information about fees paid to insurance brokerINCENTIVE
Insurance broker organization code?3
Insurance broker nameMATTHEW SCARBOROUGH

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