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MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 401k Plan overview

Plan NameMAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN
Plan identification number 001

MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT 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

MAGNUSSEN DEALERSHIP GROUP has sponsored the creation of one or more 401k plans.

Company Name:MAGNUSSEN DEALERSHIP GROUP
Employer identification number (EIN):680007151
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about MAGNUSSEN DEALERSHIP GROUP

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C1235141

More information about MAGNUSSEN DEALERSHIP GROUP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SHELLY MAGPURI2023-06-15
0012021-01-01SHELLY MAGPURI2022-03-11
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHELLY MAGPURI SHELLY MAGPURI2018-10-18
0012017-01-01SHELLY MAGPURI SHELLY MAGPURI2018-10-12
0012017-01-01SHELLY MAGPURI SHELLY MAGPURI2018-10-17
0012016-01-01SHELLY MAGPURI SHELLY MAGPURI2017-10-13
0012015-01-01SHELLY MAGPURI SHELLY MAGPURI2016-10-14
0012014-01-01SHELLY MAGPURI SHELLY MAGPURI2015-10-15
0012013-01-01SHELLY MAGPURI
0012012-01-01SHELLY MAGPURI
0012011-01-01SHELLY MAGPURI
0012009-01-01SHELLY MAGPURI SHELLY MAGPURI2010-10-13
0012009-01-01SHELLY MAGPURI SHELLY MAGPURI2010-09-29

Plan Statistics for MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN

401k plan membership statisitcs for MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN

Measure Date Value
2020: MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01183
Total number of active participants reported on line 7a of the Form 55002020-01-0134
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0116
Total of all active and inactive participants2020-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0151
Number of participants with account balances2020-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0140
2019: MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01184
Total number of active participants reported on line 7a of the Form 55002019-01-01143
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0137
Total of all active and inactive participants2019-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01181
Number of participants with account balances2019-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01196
Total number of active participants reported on line 7a of the Form 55002018-01-01129
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0146
Total of all active and inactive participants2018-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01176
Number of participants with account balances2018-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01209
Total number of active participants reported on line 7a of the Form 55002017-01-01162
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0146
Total of all active and inactive participants2017-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01209
Number of participants with account balances2017-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01365
Total number of active participants reported on line 7a of the Form 55002016-01-01216
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0137
Total of all active and inactive participants2016-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01253
Number of participants with account balances2016-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01410
Total number of active participants reported on line 7a of the Form 55002015-01-01317
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0143
Total of all active and inactive participants2015-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01360
Number of participants with account balances2015-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01405
Total number of active participants reported on line 7a of the Form 55002014-01-01392
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01429
Number of participants with account balances2014-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01399
Total number of active participants reported on line 7a of the Form 55002013-01-01258
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-01121
Total of all active and inactive participants2013-01-01383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01383
Number of participants with account balances2013-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01382
Total number of active participants reported on line 7a of the Form 55002012-01-01280
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01115
Total of all active and inactive participants2012-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01399
Number of participants with account balances2012-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01366
Total number of active participants reported on line 7a of the Form 55002011-01-01272
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-01108
Total of all active and inactive participants2011-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01382
Number of participants with account balances2011-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0120
2009: MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01430
Total number of active participants reported on line 7a of the Form 55002009-01-01354
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01114
Total of all active and inactive participants2009-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01468
Number of participants with account balances2009-01-01354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0110

Financial Data on MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN

Measure Date Value
2020 : MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
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$0
Total transfer of assets from this plan2020-12-31$4,330,720
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$944,120
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,284,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,204,345
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$36,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$467,167
Value of total assets at end of year2020-12-31$2,338,444
Value of total assets at beginning of year2020-12-31$8,009,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$43,466
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$14,618
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$25,320
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$25,320
Administrative expenses professional fees incurred2020-12-31$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 period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$435,469
Participant contributions at end of year2020-12-31$90,262
Participant contributions at beginning of year2020-12-31$134,340
Participant contributions at end of year2020-12-31$0
Participant contributions 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$156
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,340,211
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,338,444
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,009,375
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$944,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,377,850
Value of interest in pooled separate accounts at end of year2020-12-31$79,986
Value of interest in pooled separate accounts at beginning of year2020-12-31$432,142
Interest on participant loans2020-12-31$5,229
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$9,389
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$911,506
Value of interest in common/collective trusts at beginning of year2020-12-31$5,948,878
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$312,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$116,165
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$115,637
Net investment gain/loss from pooled separate accounts2020-12-31$29,573
Net investment gain or loss from common/collective trusts2020-12-31$291,805
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$31,698
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$2,204,189
Contract administrator fees2020-12-31$43,466
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Liabilities. Value of benefit claims payable 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
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BFBA LLP
Accountancy firm EIN2020-12-31680000424
2019 : MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$2,104,874
Total income from all sources (including contributions)2019-12-31$2,104,874
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,227,883
Total of all expenses incurred2019-12-31$1,227,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,143,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,143,424
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Value of total corrective distributions2019-12-31$33,410
Value of total corrective distributions2019-12-31$33,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$685,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$685,255
Value of total assets at end of year2019-12-31$8,009,375
Value of total assets at end of year2019-12-31$8,009,375
Value of total assets at beginning of year2019-12-31$7,132,384
Value of total assets at beginning of year2019-12-31$7,132,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$51,049
Total income from rents2019-12-31$0
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$6,809
Total interest from all sources2019-12-31$6,809
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$30,208
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$30,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$30,208
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$30,208
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$647,794
Contributions received from participants2019-12-31$647,794
Participant contributions at end of year2019-12-31$134,340
Participant contributions at end of year2019-12-31$134,340
Participant contributions at beginning of year2019-12-31$163,356
Participant contributions at beginning of year2019-12-31$163,356
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$1,994
Participant contributions at beginning of year2019-12-31$1,994
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,234
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,234
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$8
Other income not declared elsewhere2019-12-31$8
Administrative expenses (other) incurred2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$876,991
Value of net income/loss2019-12-31$876,991
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,009,375
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,009,375
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,132,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,377,850
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,377,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,385,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$1,385,300
Value of interest in pooled separate accounts at end of year2019-12-31$432,142
Value of interest in pooled separate accounts at end of year2019-12-31$432,142
Value of interest in pooled separate accounts at beginning of year2019-12-31$420,830
Value of interest in pooled separate accounts at beginning of year2019-12-31$420,830
Interest on participant loans2019-12-31$4,898
Interest on participant loans2019-12-31$4,898
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$1,911
Interest earned on other investments2019-12-31$1,911
Income. Interest from US Government securities2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$5,948,878
Value of interest in common/collective trusts at end of year2019-12-31$5,948,878
Value of interest in common/collective trusts at beginning of year2019-12-31$5,061,779
Value of interest in common/collective trusts at beginning of year2019-12-31$5,061,779
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$116,165
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$116,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$99,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$99,125
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$207,493
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$207,493
Net investment gain/loss from pooled separate accounts2019-12-31$98,038
Net investment gain/loss from pooled separate accounts2019-12-31$98,038
Net investment gain or loss from common/collective trusts2019-12-31$1,077,063
Net investment gain or loss from common/collective trusts2019-12-31$1,077,063
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$36,227
Contributions received in cash from employer2019-12-31$36,227
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,143,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,143,424
Contract administrator fees2019-12-31$51,049
Contract administrator fees2019-12-31$51,049
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BFBA, LLP
Accountancy firm name2019-12-31BFBA, LLP
Accountancy firm EIN2019-12-31680000424
Accountancy firm EIN2019-12-31680000424
2018 : MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$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$191,389
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,211,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,102,932
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$55,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$705,483
Value of total assets at end of year2018-12-31$7,132,384
Value of total assets at beginning of year2018-12-31$8,152,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$52,936
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$9,686
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$33,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$33,477
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$668,363
Participant contributions at end of year2018-12-31$163,356
Participant contributions at beginning of year2018-12-31$215,127
Participant contributions at end of year2018-12-31$1,994
Participant contributions at beginning of year2018-12-31$2,727
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$28
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,019,959
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,132,384
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,152,343
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$1,385,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,943,198
Value of interest in pooled separate accounts at end of year2018-12-31$420,830
Value of interest in pooled separate accounts at beginning of year2018-12-31$496,975
Interest on participant loans2018-12-31$7,945
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$1,741
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$5,061,779
Value of interest in common/collective trusts at beginning of year2018-12-31$5,380,853
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$99,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$112,693
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-141,170
Net investment gain/loss from pooled separate accounts2018-12-31$-21,289
Net investment gain or loss from common/collective trusts2018-12-31$-394,826
Net gain/loss from 103.12 investment entities2018-12-31$0
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$37,120
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$770
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,102,932
Contract administrator fees2018-12-31$52,936
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31BFBA LLP
Accountancy firm EIN2018-12-31068000042
2017 : MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,004,688
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$287,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$192,227
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$45,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$863,667
Value of total assets at end of year2017-12-31$8,152,343
Value of total assets at beginning of year2017-12-31$6,434,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$48,943
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$8,787
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$37,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$37,054
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$703,038
Participant contributions at end of year2017-12-31$215,127
Participant contributions at beginning of year2017-12-31$80,634
Participant contributions at end of year2017-12-31$2,727
Participant contributions at beginning of year2017-12-31$7,053
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$118,905
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$43
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$53
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,717,629
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,152,343
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,434,714
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,943,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,641,192
Value of interest in pooled separate accounts at end of year2017-12-31$496,975
Value of interest in pooled separate accounts at beginning of year2017-12-31$353,286
Interest on participant loans2017-12-31$6,839
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$1,948
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$5,380,853
Value of interest in common/collective trusts at beginning of year2017-12-31$4,224,781
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$112,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$127,687
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$282,285
Net investment gain/loss from pooled separate accounts2017-12-31$76,653
Net investment gain or loss from common/collective trusts2017-12-31$736,189
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$41,724
Employer contributions (assets) at end of year2017-12-31$770
Employer contributions (assets) at beginning of year2017-12-31$81
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$192,184
Contract administrator fees2017-12-31$48,943
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BFBA, LLP
Accountancy firm EIN2017-12-31680000424
2016 : MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$3,109,625
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$1,146,127
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,312,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,205,278
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$60,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$638,902
Value of total assets at end of year2016-12-31$6,434,714
Value of total assets at beginning of year2016-12-31$9,710,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$46,617
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$5,097
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$40,678
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$40,678
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$600,107
Participant contributions at end of year2016-12-31$80,634
Participant contributions at beginning of year2016-12-31$317,947
Participant contributions at end of year2016-12-31$7,053
Participant contributions at beginning of year2016-12-31$15,357
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-165,943
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,434,714
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,710,282
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,641,192
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,835,353
Value of interest in pooled separate accounts at end of year2016-12-31$353,286
Value of interest in pooled separate accounts at beginning of year2016-12-31$755,348
Interest on participant loans2016-12-31$3,399
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$1,698
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$4,224,781
Value of interest in common/collective trusts at beginning of year2016-12-31$6,718,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$127,687
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$67,959
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$90,898
Net investment gain/loss from pooled separate accounts2016-12-31$33,223
Net investment gain or loss from common/collective trusts2016-12-31$337,329
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$38,795
Employer contributions (assets) at end of year2016-12-31$81
Employer contributions (assets) at beginning of year2016-12-31$268
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,205,278
Contract administrator fees2016-12-31$46,617
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31BFBA, LLP
Accountancy firm EIN2016-12-31680000424
2015 : MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,140,710
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,479,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,383,638
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$24,302
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,196,878
Value of total assets at end of year2015-12-31$9,710,282
Value of total assets at beginning of year2015-12-31$10,049,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$71,542
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$14,015
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$47,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$47,763
Administrative expenses professional fees incurred2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$890,948
Participant contributions at end of year2015-12-31$317,947
Participant contributions at beginning of year2015-12-31$423,123
Participant contributions at end of year2015-12-31$15,357
Participant contributions at beginning of year2015-12-31$18,112
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$240,371
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$12
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$19
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-338,772
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,710,282
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,049,054
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,835,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,737,090
Value of interest in pooled separate accounts at end of year2015-12-31$755,348
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,081,568
Interest on participant loans2015-12-31$13,282
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$733
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$6,718,050
Value of interest in common/collective trusts at beginning of year2015-12-31$6,779,664
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$67,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,988
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-76,575
Net investment gain/loss from pooled separate accounts2015-12-31$8,961
Net investment gain or loss from common/collective trusts2015-12-31$-50,351
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$65,559
Employer contributions (assets) at end of year2015-12-31$268
Employer contributions (assets) at beginning of year2015-12-31$509
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,383,626
Contract administrator fees2015-12-31$71,542
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Adverse
Accountancy firm name2015-12-31BOWERS, O'CONNOR AND BONOVICH
Accountancy firm EIN2015-12-31471217512
2014 : MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,240
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,459,685
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,232,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,194,888
Expenses. Certain deemed distributions of participant loans2014-12-31$14,492
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$882,513
Value of total assets at end of year2014-12-31$10,049,054
Value of total assets at beginning of year2014-12-31$9,822,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$22,913
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$19,058
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$19,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$19,108
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$801,930
Participant contributions at end of year2014-12-31$423,123
Participant contributions at beginning of year2014-12-31$452,916
Participant contributions at end of year2014-12-31$18,112
Participant contributions at beginning of year2014-12-31$1,592
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$21,376
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,240
Other income not declared elsewhere2014-12-31$-303
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$227,392
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,049,054
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,821,662
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,737,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,368,203
Value of interest in pooled separate accounts at end of year2014-12-31$1,081,568
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$19,024
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$34
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$6,779,664
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$279,203
Net investment gain/loss from pooled separate accounts2014-12-31$53,136
Net investment gain or loss from common/collective trusts2014-12-31$206,970
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$59,207
Employer contributions (assets) at end of year2014-12-31$509
Employer contributions (assets) at beginning of year2014-12-31$191
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,194,888
Contract administrator fees2014-12-31$22,913
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BOWERS, O'CONNOR & BONOVICH, LLP
Accountancy firm EIN2014-12-31471217512
2013 : MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,240
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,407
Total income from all sources (including contributions)2013-12-31$2,378,665
Total of all expenses incurred2013-12-31$1,253,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,246,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$963,309
Value of total assets at end of year2013-12-31$9,822,902
Value of total assets at beginning of year2013-12-31$8,697,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,036
Total interest from all sources2013-12-31$18,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$7,036
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$806,358
Participant contributions at end of year2013-12-31$452,916
Participant contributions at beginning of year2013-12-31$471,937
Participant contributions at end of year2013-12-31$1,592
Participant contributions at beginning of year2013-12-31$657
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$98,866
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$1,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,125,171
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,821,662
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,696,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,368,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,225,154
Interest on participant loans2013-12-31$18,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,396,526
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$58,085
Employer contributions (assets) at end of year2013-12-31$191
Employer contributions (assets) at beginning of year2013-12-31$150
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,246,458
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BOWERS, O'CONNOR & BONOVICH, LLP
Accountancy firm EIN2013-12-31471217512
2012 : MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,407
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$183
Total income from all sources (including contributions)2012-12-31$1,982,508
Total of all expenses incurred2012-12-31$774,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$774,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,043,482
Value of total assets at end of year2012-12-31$8,697,898
Value of total assets at beginning of year2012-12-31$7,488,555
Total interest from all sources2012-12-31$18,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$740,692
Participant contributions at end of year2012-12-31$471,937
Participant contributions at beginning of year2012-12-31$430,311
Participant contributions at end of year2012-12-31$657
Participant contributions at beginning of year2012-12-31$32
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$244,436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$1,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,208,119
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,696,491
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,488,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,225,154
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,057,138
Interest on participant loans2012-12-31$18,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$920,805
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$58,354
Employer contributions (assets) at end of year2012-12-31$150
Employer contributions (assets) at beginning of year2012-12-31$1,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$774,389
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BONOVICH & ASSOCIATES CPAS
Accountancy firm EIN2012-12-31271526904
2011 : MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$183
Total income from all sources (including contributions)2011-12-31$667,443
Total of all expenses incurred2011-12-31$767,137
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$767,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$829,917
Value of total assets at end of year2011-12-31$7,488,555
Value of total assets at beginning of year2011-12-31$7,588,066
Total interest from all sources2011-12-31$20,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$725,075
Participant contributions at end of year2011-12-31$430,311
Participant contributions at beginning of year2011-12-31$455,331
Participant contributions at end of year2011-12-31$32
Participant contributions at beginning of year2011-12-31$32
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$38,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-99,694
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,488,372
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,588,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,057,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$7,132,679
Interest on participant loans2011-12-31$20,562
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-183,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$66,400
Employer contributions (assets) at end of year2011-12-31$1,074
Employer contributions (assets) at beginning of year2011-12-31$24
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$767,137
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BONOVICH & ASSOCIATES, CPAS
Accountancy firm EIN2011-12-31271526904
2010 : MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,495,064
Total of all expenses incurred2010-12-31$413,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$413,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$750,710
Value of total assets at end of year2010-12-31$7,588,066
Value of total assets at beginning of year2010-12-31$6,506,576
Total interest from all sources2010-12-31$19,806
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$689,092
Participant contributions at end of year2010-12-31$455,331
Participant contributions at beginning of year2010-12-31$345,742
Participant contributions at end of year2010-12-31$32
Participant contributions at beginning of year2010-12-31$9,433
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$6,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,081,490
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,588,066
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,506,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$7,132,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$754,755
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,485,853
Interest on participant loans2010-12-31$19,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$910,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$717,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$61,618
Employer contributions (assets) at end of year2010-12-31$24
Employer contributions (assets) at beginning of year2010-12-31$319
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$413,574
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LEIGHTON & BONOVICH CPAS
Accountancy firm EIN2010-12-31271526904
2009 : MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN

2020: MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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: MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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: MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MAGNUSSEN DEALERSHIP GROUP 401(K) SAVINGS & RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number715606
Policy instance 2
Insurance contract or identification number715606
Number of Individuals Covered51
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $846
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $846
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered51
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,057
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,057
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number715606
Policy instance 2
Insurance contract or identification number715606
Number of Individuals Covered181
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $834
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $834
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered181
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $214
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $214
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number715606
Policy instance 2
Insurance contract or identification number715606
Number of Individuals Covered176
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $930
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $930
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered176
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $206
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $206
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number715606
Policy instance 2
Insurance contract or identification number715606
Number of Individuals Covered209
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $845
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $845
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameM HOLDINGS SECURITIES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered209
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $228
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $228
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameM HOLDINGS SECURITIES INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98277
Policy instance 3
Insurance contract or identification number98277
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-10-01
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $5,524
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2537
Additional information about fees paid to insurance brokerCOMMISSIONS/FEES
Insurance broker organization code?3
Insurance broker namePLAN DESIGN CONSULTANTS INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number715606
Policy instance 2
Insurance contract or identification number715606
Number of Individuals Covered429
Insurance policy start date2014-10-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered429
Insurance policy start date2014-10-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered592
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $44,949
Total amount of fees paid to insurance companyUSD $46,609
Commission paid to Insurance BrokerUSD $35,593
Insurance broker organization code?3
Amount paid for insurance broker fees46609
Insurance broker namePLAN DESIGN CONSULTANTS
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered304
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $19,429
Total amount of fees paid to insurance companyUSD $20,777
Commission paid to Insurance BrokerUSD $15,420
Insurance broker organization code?3
Amount paid for insurance broker fees20762
Insurance broker nameVANGUARD GROUP, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered303
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $15,252
Total amount of fees paid to insurance companyUSD $27,928
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number433353
Policy instance 2
Insurance contract or identification number433353
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-10-22
Total amount of commissions paid to insurance brokerUSD $4,552
Total amount of fees paid to insurance companyUSD $847
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,613
Amount paid for insurance broker fees847
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameM HOLDING SECURITES INC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered291
Insurance policy start date2010-08-02
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,552
Total amount of fees paid to insurance companyUSD $20,243
Commission paid to Insurance BrokerUSD $4,552
Insurance broker organization code?3
Amount paid for insurance broker fees20202
Insurance broker nameVANGUARD GROUP, INC.

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