DAVID STANLEY CHEVROLET INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DAVID STANLEY AUTO GROUP 401(K) PLAN
| Measure | Date | Value |
|---|
| 2025 : DAVID STANLEY AUTO GROUP 401(K) PLAN 2025 401k financial data |
|---|
| Total transfers to/from plan in this plan year | 2025-06-29 | 0 |
| Total expenses incurred by plan in this plan year | 2025-06-29 | 230909 |
| Net assets as of the end of the plan year | 2025-06-29 | 6553880 |
| Total assets as of the beginning of the plan year | 2025-06-29 | 5667349 |
| Value of plan covered by a fidelity bond | 2025-06-29 | 500000 |
| Participant contributions to plan in this plan year | 2025-06-29 | 312896 |
| Value of participant loans at end of plan year | 2025-06-29 | 85777 |
| Other contributions to plan in this plan year | 2025-06-29 | 0 |
| Other income to plan in this plan year | 2025-06-29 | 804544 |
| Plan net income in this plan year | 2025-06-29 | 886531 |
| Net assets as of the end of the plan year | 2025-06-29 | 6553880 |
| Net assets as of the beginning of the plan year | 2025-06-29 | 5667349 |
| Employer contributions to plan in this plan year | 2025-06-29 | 0 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-06-29 | 2530 |
| 2024 : DAVID STANLEY AUTO GROUP 401(K) PLAN 2024 401k financial data |
|---|
| Total liabilities as of the beginning of the plan year | 2024-08-28 | 2427 |
| Total expenses incurred by plan in this plan year | 2024-08-28 | 251937 |
| Net assets as of the end of the plan year | 2024-08-28 | 5667349 |
| Total assets as of the beginning of the plan year | 2024-08-28 | 4708454 |
| Value of plan covered by a fidelity bond | 2024-08-28 | 500000 |
| Participant contributions to plan in this plan year | 2024-08-28 | 305495 |
| Other contributions to plan in this plan year | 2024-08-28 | 56248 |
| Other income to plan in this plan year | 2024-08-28 | 851516 |
| Plan net income in this plan year | 2024-08-28 | 961322 |
| Net assets as of the end of the plan year | 2024-08-28 | 5667349 |
| Net assets as of the beginning of the plan year | 2024-08-28 | 4706027 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-08-28 | 1231 |
| 2022 : DAVID STANLEY AUTO GROUP 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $2,427 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-698,001 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $191,289 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $188,862 |
| Value of total corrective distributions | 2022-12-31 | $2,427 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $268,871 |
| Value of total assets at end of year | 2022-12-31 | $4,708,454 |
| Value of total assets at beginning of year | 2022-12-31 | $5,595,317 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $0 |
| Total interest from all sources | 2022-12-31 | $7,875 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $113,666 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $113,666 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $268,871 |
| Participant contributions at end of year | 2022-12-31 | $153,315 |
| Participant contributions at beginning of year | 2022-12-31 | $95,367 |
| Participant contributions at end of year | 2022-12-31 | $5,057 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $2,427 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-889,290 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,706,027 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,595,317 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $4,343,008 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,499,950 |
| Interest on participant loans | 2022-12-31 | $5,584 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $207,074 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $2,291 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,088,413 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $188,862 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | ROSE ROCK CPAS |
| Accountancy firm EIN | 2022-12-31 | 260852716 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $2,427 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-698,001 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $191,289 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $188,862 |
| Value of total corrective distributions | 2022-01-01 | $2,427 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $268,871 |
| Value of total assets at end of year | 2022-01-01 | $4,708,454 |
| Value of total assets at beginning of year | 2022-01-01 | $5,595,317 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $0 |
| Total interest from all sources | 2022-01-01 | $7,875 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $113,666 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $113,666 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $268,871 |
| Participant contributions at end of year | 2022-01-01 | $153,315 |
| Participant contributions at beginning of year | 2022-01-01 | $95,367 |
| Participant contributions at end of year | 2022-01-01 | $5,057 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $2,427 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-889,290 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $4,706,027 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $5,595,317 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $4,343,008 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $5,499,950 |
| Interest on participant loans | 2022-01-01 | $5,584 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $207,074 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-01-01 | $2,291 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-1,088,413 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $188,862 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | ROSE ROCK CPAS |
| Accountancy firm EIN | 2022-01-01 | 260852716 |
| 2021 : DAVID STANLEY AUTO GROUP 401(K) PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-49,480 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-49,480 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $1,001,863 |
| Total loss/gain on sale of assets | 2021-12-31 | $15,270 |
| Total of all expenses incurred | 2021-12-31 | $315,735 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $314,261 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $293,994 |
| Value of total assets at end of year | 2021-12-31 | $5,595,317 |
| Value of total assets at beginning of year | 2021-12-31 | $4,909,189 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,474 |
| Total interest from all sources | 2021-12-31 | $65,909 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $676,459 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $676,459 |
| Administrative expenses professional fees incurred | 2021-12-31 | $1,474 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $293,994 |
| Participant contributions at end of year | 2021-12-31 | $95,367 |
| Participant contributions at beginning of year | 2021-12-31 | $137,822 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $22,059 |
| Other income not declared elsewhere | 2021-12-31 | $-289 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $686,128 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,595,317 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,909,189 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $5,499,950 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,771,367 |
| Interest on participant loans | 2021-12-31 | $7,379 |
| Interest earned on other investments | 2021-12-31 | $58,530 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $292,202 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Aggregate proceeds on sale of assets | 2021-12-31 | $530,888 |
| Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $515,618 |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
| Accountancy firm name | 2021-12-31 | ROSE ROCK CPAS |
| Accountancy firm EIN | 2021-12-31 | 260852716 |
| 2020 : DAVID STANLEY AUTO GROUP 401(K) PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $493,800 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $493,800 |
| 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 | $842,341 |
| Total loss/gain on sale of assets | 2020-12-31 | $6,796 |
| Total of all expenses incurred | 2020-12-31 | $517,460 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $516,643 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $191,425 |
| Value of total assets at end of year | 2020-12-31 | $4,909,189 |
| Value of total assets at beginning of year | 2020-12-31 | $4,584,308 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $817 |
| Total interest from all sources | 2020-12-31 | $9,725 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $140,110 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $140,110 |
| Administrative expenses professional fees incurred | 2020-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $191,425 |
| Participant contributions at end of year | 2020-12-31 | $137,822 |
| Participant contributions at beginning of year | 2020-12-31 | $137,278 |
| Other income not declared elsewhere | 2020-12-31 | $485 |
| Administrative expenses (other) incurred | 2020-12-31 | $817 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $324,881 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,909,189 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,584,308 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,771,367 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,447,030 |
| Interest on participant loans | 2020-12-31 | $9,725 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $516,643 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Aggregate proceeds on sale of assets | 2020-12-31 | $584,704 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $577,908 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | ROSE ROCK CPAS |
| Accountancy firm EIN | 2020-12-31 | 260852716 |
| 2019 : DAVID STANLEY AUTO GROUP 401(K) PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $-375 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $-375 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $1,042,461 |
| Total loss/gain on sale of assets | 2019-12-31 | $83,851 |
| Total of all expenses incurred | 2019-12-31 | $826,789 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $826,765 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $200,302 |
| Value of total assets at end of year | 2019-12-31 | $4,584,308 |
| Value of total assets at beginning of year | 2019-12-31 | $4,368,636 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $24 |
| Total interest from all sources | 2019-12-31 | $10,634 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $120,053 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $120,053 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $200,302 |
| Participant contributions at end of year | 2019-12-31 | $137,278 |
| Participant contributions at beginning of year | 2019-12-31 | $197,350 |
| Administrative expenses (other) incurred | 2019-12-31 | $24 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $215,672 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,584,308 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,368,636 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,447,030 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,171,286 |
| Interest on participant loans | 2019-12-31 | $10,634 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $627,996 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $826,765 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Aggregate proceeds on sale of assets | 2019-12-31 | $992,223 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $908,372 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | ROSE ROCK CPAS |
| Accountancy firm EIN | 2019-12-31 | 260852716 |
| 2018 : DAVID STANLEY AUTO GROUP 401(K) PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $35,505 |
| Total loss/gain on sale of assets | 2018-12-31 | $7,052 |
| Total of all expenses incurred | 2018-12-31 | $509,798 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $508,973 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $242,136 |
| Value of total assets at end of year | 2018-12-31 | $4,368,636 |
| Value of total assets at beginning of year | 2018-12-31 | $4,842,929 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $825 |
| Total interest from all sources | 2018-12-31 | $10,716 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $127,036 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $127,036 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $241,691 |
| Participant contributions at end of year | 2018-12-31 | $197,350 |
| Participant contributions at beginning of year | 2018-12-31 | $140,979 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $445 |
| Other income not declared elsewhere | 2018-12-31 | $-1,140 |
| Administrative expenses (other) incurred | 2018-12-31 | $825 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-474,293 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,368,636 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,842,929 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,171,286 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,701,950 |
| Interest on participant loans | 2018-12-31 | $10,716 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-350,295 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $508,973 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Aggregate proceeds on sale of assets | 2018-12-31 | $1,209,737 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $1,202,685 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | ROSE ROCK CPAS |
| Accountancy firm EIN | 2018-12-31 | 260852716 |
| 2017 : DAVID STANLEY AUTO GROUP 401(K) PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $1,080,086 |
| Total loss/gain on sale of assets | 2017-12-31 | $65,928 |
| Total of all expenses incurred | 2017-12-31 | $943,435 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $943,435 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $414,874 |
| Value of total assets at end of year | 2017-12-31 | $4,842,929 |
| Value of total assets at beginning of year | 2017-12-31 | $4,706,278 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
| Total interest from all sources | 2017-12-31 | $7,434 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $117,780 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $117,780 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $342,822 |
| Participant contributions at end of year | 2017-12-31 | $140,979 |
| Participant contributions at beginning of year | 2017-12-31 | $179,961 |
| Other income not declared elsewhere | 2017-12-31 | $-27,116 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $136,651 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,842,929 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,706,278 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,701,950 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,526,317 |
| Interest on participant loans | 2017-12-31 | $7,434 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $501,186 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $72,052 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $943,435 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Aggregate proceeds on sale of assets | 2017-12-31 | $1,203,696 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $1,137,768 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | ROSE ROCK CPA'S |
| Accountancy firm EIN | 2017-12-31 | 260852716 |
| 2016 : DAVID STANLEY AUTO GROUP 401(K) PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $1,012,808 |
| Total loss/gain on sale of assets | 2016-12-31 | $23,113 |
| Total of all expenses incurred | 2016-12-31 | $665,050 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $665,050 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $724,926 |
| Value of total assets at end of year | 2016-12-31 | $4,706,278 |
| Value of total assets at beginning of year | 2016-12-31 | $4,358,520 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
| Total interest from all sources | 2016-12-31 | $9,320 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $109,244 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $109,244 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $621,531 |
| Participant contributions at end of year | 2016-12-31 | $179,961 |
| Participant contributions at beginning of year | 2016-12-31 | $200,052 |
| Other income not declared elsewhere | 2016-12-31 | $50 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $347,758 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,706,278 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,358,520 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $4,526,317 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4,158,468 |
| Interest on participant loans | 2016-12-31 | $9,320 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $146,155 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $103,395 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $665,050 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Aggregate proceeds on sale of assets | 2016-12-31 | $1,443,831 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $1,420,718 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | ROSE ROCK CPA'S |
| Accountancy firm EIN | 2016-12-31 | 260852716 |
| 2015 : DAVID STANLEY AUTO GROUP 401(K) PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $4,264,486 |
| Total loss/gain on sale of assets | 2015-12-31 | $-2,967 |
| Total of all expenses incurred | 2015-12-31 | $89,757 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $89,757 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $637,461 |
| Value of total assets at end of year | 2015-12-31 | $4,358,520 |
| Value of total assets at beginning of year | 2015-12-31 | $183,791 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
| Total interest from all sources | 2015-12-31 | $3,451 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $150,925 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $150,925 |
| Administrative expenses professional fees incurred | 2015-12-31 | $-375 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $480,271 |
| Participant contributions at end of year | 2015-12-31 | $200,052 |
| Participant contributions at beginning of year | 2015-12-31 | $183,791 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $74,363 |
| Other income not declared elsewhere | 2015-12-31 | $3,652,619 |
| Administrative expenses (other) incurred | 2015-12-31 | $375 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $4,174,729 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,358,520 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $183,791 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $4,158,468 |
| Interest on participant loans | 2015-12-31 | $3,451 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-177,003 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $82,827 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $89,757 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Aggregate proceeds on sale of assets | 2015-12-31 | $3,668,832 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $3,671,799 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | BLEDSOE & ASSOC, PLLC |
| Accountancy firm EIN | 2015-12-31 | 260852716 |
| 2014 : DAVID STANLEY AUTO GROUP 401(K) PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total transfer of assets to this plan | 2014-12-31 | $2,087,511 |
| 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 | $19,787 |
| Total income from all sources (including contributions) | 2014-12-31 | $325,635 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $30,889 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $23,786 |
| Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $434 |
| Value of total corrective distributions | 2014-12-31 | $3,449 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $223,891 |
| Value of total assets at end of year | 2014-12-31 | $3,688,627 |
| Value of total assets at beginning of year | 2014-12-31 | $1,326,157 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,220 |
| Total interest from all sources | 2014-12-31 | $5,707 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $260,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $162,506 |
| Participant contributions at end of year | 2014-12-31 | $135,324 |
| Participant contributions at beginning of year | 2014-12-31 | $44,866 |
| Participant contributions at end of year | 2014-12-31 | $5,808 |
| Participant contributions at beginning of year | 2014-12-31 | $2,519 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $34,892 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $19,787 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $294,746 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,688,627 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,306,370 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $3,218,447 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $1,121,860 |
| Interest on participant loans | 2014-12-31 | $1,970 |
| Interest earned on other investments | 2014-12-31 | $3,737 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $283,832 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $129,732 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $677 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $95,360 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $26,493 |
| Employer contributions (assets) at end of year | 2014-12-31 | $45,216 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $27,180 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $23,786 |
| Contract administrator fees | 2014-12-31 | $3,220 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | BLEDSOE & ASSOC, PLLC |
| Accountancy firm EIN | 2014-12-31 | 260852716 |
| 2013 : DAVID STANLEY AUTO GROUP 401(K) PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
| Total transfer of assets to this plan | 2013-12-31 | $91,944 |
| Total transfer of assets from this plan | 2013-12-31 | $72,870 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $19,787 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total income from all sources (including contributions) | 2013-12-31 | $344,386 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $246,981 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $243,150 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $175,113 |
| Value of total assets at end of year | 2013-12-31 | $1,326,157 |
| Value of total assets at beginning of year | 2013-12-31 | $1,189,891 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,831 |
| Total interest from all sources | 2013-12-31 | $8,352 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $260,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $147,933 |
| Participant contributions at end of year | 2013-12-31 | $44,866 |
| Participant contributions at beginning of year | 2013-12-31 | $42,063 |
| Participant contributions at end of year | 2013-12-31 | $2,519 |
| Participant contributions at beginning of year | 2013-12-31 | $2,330 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $19,787 |
| Other income not declared elsewhere | 2013-12-31 | $5,648 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $97,405 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,306,370 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,189,891 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $1,121,860 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $878,319 |
| Interest on participant loans | 2013-12-31 | $1,788 |
| Interest earned on other investments | 2013-12-31 | $6,564 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $129,732 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $261,697 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $155,273 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $27,180 |
| Employer contributions (assets) at end of year | 2013-12-31 | $27,180 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $5,482 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $243,150 |
| Contract administrator fees | 2013-12-31 | $3,831 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | COLE & REED PC |
| Accountancy firm EIN | 2013-12-31 | 731312422 |
| 2012 : DAVID STANLEY AUTO GROUP 401(K) PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
| Total transfer of assets to this plan | 2012-12-31 | $964,933 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $262,819 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $37,861 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $32,041 |
| Value of total corrective distributions | 2012-12-31 | $5,320 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $159,689 |
| Value of total assets at end of year | 2012-12-31 | $1,189,891 |
| Value of total assets at beginning of year | 2012-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $500 |
| Total interest from all sources | 2012-12-31 | $9,914 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $500 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $260,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $154,207 |
| Participant contributions at end of year | 2012-12-31 | $42,063 |
| Participant contributions at end of year | 2012-12-31 | $2,330 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $224,958 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,189,891 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $878,319 |
| Interest on participant loans | 2012-12-31 | $2,603 |
| Interest earned on other investments | 2012-12-31 | $7,311 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $261,697 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $93,216 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $5,482 |
| Employer contributions (assets) at end of year | 2012-12-31 | $5,482 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $32,041 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | COLE & REED PC |
| Accountancy firm EIN | 2012-12-31 | 731312422 |