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DAVID STANLEY AUTO GROUP 401(K) PLAN 401k Plan overview

Plan NameDAVID STANLEY AUTO GROUP 401(K) PLAN
Plan identification number 001

DAVID STANLEY AUTO GROUP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

DAVID STANLEY CHEVROLET INC has sponsored the creation of one or more 401k plans.

Company Name:DAVID STANLEY CHEVROLET INC
Employer identification number (EIN):730785531
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about DAVID STANLEY CHEVROLET INC

Jurisdiction of Incorporation: Oklahoma Secretary Of State
Incorporation Date:
Company Identification Number: 1900295145

More information about DAVID STANLEY CHEVROLET INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVID STANLEY AUTO GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01SHANE DOWNS2022-10-12 SHANE DOWNS2022-10-12
0012020-01-01
0012019-01-01SHANE DOWNS2020-10-06
0012018-01-01SHANE DOWNS2019-10-08
0012017-01-01SHANE DOWNS
0012016-01-01SHANE DOWNS
0012015-01-01SHANE DOWNS
0012014-01-01AHILA MAHESWARAN
0012013-01-01AHILA MAHESWARAN
0012012-01-01SANDY ROTH

Plan Statistics for DAVID STANLEY AUTO GROUP 401(K) PLAN

401k plan membership statisitcs for DAVID STANLEY AUTO GROUP 401(K) PLAN

Measure Date Value
2022: DAVID STANLEY AUTO GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01222
Total number of active participants reported on line 7a of the Form 55002022-01-01200
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0130
Total of all active and inactive participants2022-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01230
Number of participants with account balances2022-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DAVID STANLEY AUTO GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01266
Total number of active participants reported on line 7a of the Form 55002021-01-01189
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0129
Total of all active and inactive participants2021-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01219
Number of participants with account balances2021-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: DAVID STANLEY AUTO GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01242
Total number of active participants reported on line 7a of the Form 55002020-01-01205
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-0149
Total of all active and inactive participants2020-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01266
Number of participants with account balances2020-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: DAVID STANLEY AUTO GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01272
Total number of active participants reported on line 7a of the Form 55002019-01-01149
Number of retired or separated participants receiving benefits2019-01-019
Number of other retired or separated participants entitled to future benefits2019-01-0154
Total of all active and inactive participants2019-01-01212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01212
Number of participants with account balances2019-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: DAVID STANLEY AUTO GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01313
Total number of active participants reported on line 7a of the Form 55002018-01-01197
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0154
Total of all active and inactive participants2018-01-01253
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01253
Number of participants with account balances2018-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-017
2017: DAVID STANLEY AUTO GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01423
Total number of active participants reported on line 7a of the Form 55002017-01-01311
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0148
Total of all active and inactive participants2017-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01128
Total participants2017-01-01488
Number of participants with account balances2017-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0121
2016: DAVID STANLEY AUTO GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01439
Total number of active participants reported on line 7a of the Form 55002016-01-01339
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0139
Total of all active and inactive participants2016-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01379
Number of participants with account balances2016-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0133
2015: DAVID STANLEY AUTO GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01402
Total number of active participants reported on line 7a of the Form 55002015-01-01380
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01405
Number of participants with account balances2015-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: DAVID STANLEY AUTO GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01139
Total number of active participants reported on line 7a of the Form 55002014-01-01321
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01335
Number of participants with account balances2014-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: DAVID STANLEY AUTO GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01111
Total number of active participants reported on line 7a of the Form 55002013-01-01104
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01111
Number of participants with account balances2013-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: DAVID STANLEY AUTO GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01114
Total number of active participants reported on line 7a of the Form 55002012-01-0176
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0197
Number of participants with account balances2012-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013

Financial Data on DAVID STANLEY AUTO GROUP 401(K) PLAN

Measure Date Value
2022 : DAVID STANLEY AUTO GROUP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$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 assets2022-12-31$0
Total of all expenses incurred2022-12-31$191,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$188,862
Value of total corrective distributions2022-12-31$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 year2022-12-31$4,708,454
Value of total assets at beginning of year2022-12-31$5,595,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$113,666
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$268,871
Participant contributions at end of year2022-12-31$153,315
Participant contributions at beginning of year2022-12-31$95,367
Participant contributions at end of year2022-12-31$5,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,343,008
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,499,950
Interest on participant loans2022-12-31$5,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$207,074
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$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 assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$188,862
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ROSE ROCK CPAS
Accountancy firm EIN2022-12-31260852716
2021 : DAVID STANLEY AUTO GROUP 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-49,480
Total unrealized appreciation/depreciation of assets2021-12-31$-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 assets2021-12-31$15,270
Total of all expenses incurred2021-12-31$315,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$5,595,317
Value of total assets at beginning of year2021-12-31$4,909,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,474
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$676,459
Administrative expenses professional fees incurred2021-12-31$1,474
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$293,994
Participant contributions at end of year2021-12-31$95,367
Participant contributions at beginning of year2021-12-31$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$22,059
Other income not declared elsewhere2021-12-31$-289
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,499,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,771,367
Interest on participant loans2021-12-31$7,379
Interest earned on other investments2021-12-31$58,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$292,202
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$530,888
Aggregate carrying amount (costs) on sale of assets2021-12-31$515,618
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31ROSE ROCK CPAS
Accountancy firm EIN2021-12-31260852716
2020 : DAVID STANLEY AUTO GROUP 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$493,800
Total unrealized appreciation/depreciation of assets2020-12-31$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 assets2020-12-31$6,796
Total of all expenses incurred2020-12-31$517,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$4,909,189
Value of total assets at beginning of year2020-12-31$4,584,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$817
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$140,110
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 period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$191,425
Participant contributions at end of year2020-12-31$137,822
Participant contributions at beginning of year2020-12-31$137,278
Other income not declared elsewhere2020-12-31$485
Administrative expenses (other) incurred2020-12-31$817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,771,367
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,447,030
Interest on participant loans2020-12-31$9,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$516,643
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$584,704
Aggregate carrying amount (costs) on sale of assets2020-12-31$577,908
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ROSE ROCK CPAS
Accountancy firm EIN2020-12-31260852716
2019 : DAVID STANLEY AUTO GROUP 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$-375
Total unrealized appreciation/depreciation of assets2019-12-31$-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 assets2019-12-31$83,851
Total of all expenses incurred2019-12-31$826,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$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 year2019-12-31$4,584,308
Value of total assets at beginning of year2019-12-31$4,368,636
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$120,053
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$200,302
Participant contributions at end of year2019-12-31$137,278
Participant contributions at beginning of year2019-12-31$197,350
Administrative expenses (other) incurred2019-12-31$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,447,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,171,286
Interest on participant loans2019-12-31$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 assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$826,765
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$992,223
Aggregate carrying amount (costs) on sale of assets2019-12-31$908,372
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ROSE ROCK CPAS
Accountancy firm EIN2019-12-31260852716
2018 : DAVID STANLEY AUTO GROUP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$35,505
Total loss/gain on sale of assets2018-12-31$7,052
Total of all expenses incurred2018-12-31$509,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$4,368,636
Value of total assets at beginning of year2018-12-31$4,842,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$825
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$127,036
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$241,691
Participant contributions at end of year2018-12-31$197,350
Participant contributions at beginning of year2018-12-31$140,979
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$445
Other income not declared elsewhere2018-12-31$-1,140
Administrative expenses (other) incurred2018-12-31$825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,171,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,701,950
Interest on participant loans2018-12-31$10,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-350,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$508,973
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$1,209,737
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,202,685
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 name2018-12-31ROSE ROCK CPAS
Accountancy firm EIN2018-12-31260852716
2017 : DAVID STANLEY AUTO GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,080,086
Total loss/gain on sale of assets2017-12-31$65,928
Total of all expenses incurred2017-12-31$943,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$4,842,929
Value of total assets at beginning of year2017-12-31$4,706,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$117,780
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$342,822
Participant contributions at end of year2017-12-31$140,979
Participant contributions at beginning of year2017-12-31$179,961
Other income not declared elsewhere2017-12-31$-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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,701,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,526,317
Interest on participant loans2017-12-31$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 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$72,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$943,435
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$1,203,696
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,137,768
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ROSE ROCK CPA'S
Accountancy firm EIN2017-12-31260852716
2016 : DAVID STANLEY AUTO GROUP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,012,808
Total loss/gain on sale of assets2016-12-31$23,113
Total of all expenses incurred2016-12-31$665,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$4,706,278
Value of total assets at beginning of year2016-12-31$4,358,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$109,244
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$621,531
Participant contributions at end of year2016-12-31$179,961
Participant contributions at beginning of year2016-12-31$200,052
Other income not declared elsewhere2016-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,526,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,158,468
Interest on participant loans2016-12-31$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 assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$103,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$665,050
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$1,443,831
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,420,718
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 name2016-12-31ROSE ROCK CPA'S
Accountancy firm EIN2016-12-31260852716
2015 : DAVID STANLEY AUTO GROUP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$4,264,486
Total loss/gain on sale of assets2015-12-31$-2,967
Total of all expenses incurred2015-12-31$89,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$4,358,520
Value of total assets at beginning of year2015-12-31$183,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$150,925
Administrative expenses professional fees incurred2015-12-31$-375
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$480,271
Participant contributions at end of year2015-12-31$200,052
Participant contributions at beginning of year2015-12-31$183,791
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$74,363
Other income not declared elsewhere2015-12-31$3,652,619
Administrative expenses (other) incurred2015-12-31$375
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,158,468
Interest on participant loans2015-12-31$3,451
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-177,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan 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$82,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$89,757
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$3,668,832
Aggregate carrying amount (costs) on sale of assets2015-12-31$3,671,799
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BLEDSOE & ASSOC, PLLC
Accountancy firm EIN2015-12-31260852716
2014 : DAVID STANLEY AUTO GROUP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$30,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$23,786
Expenses. Certain deemed distributions of participant loans2014-12-31$434
Value of total corrective distributions2014-12-31$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 year2014-12-31$3,688,627
Value of total assets at beginning of year2014-12-31$1,326,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,220
Total interest from all sources2014-12-31$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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$260,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$162,506
Participant contributions at end of year2014-12-31$135,324
Participant contributions at beginning of year2014-12-31$44,866
Participant contributions at end of year2014-12-31$5,808
Participant contributions at beginning of year2014-12-31$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 year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,218,447
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,121,860
Interest on participant loans2014-12-31$1,970
Interest earned on other investments2014-12-31$3,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$283,832
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$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 accounts2014-12-31$95,360
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$26,493
Employer contributions (assets) at end of year2014-12-31$45,216
Employer contributions (assets) at beginning of year2014-12-31$27,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$23,786
Contract administrator fees2014-12-31$3,220
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BLEDSOE & ASSOC, PLLC
Accountancy firm EIN2014-12-31260852716
2013 : DAVID STANLEY AUTO GROUP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$91,944
Total transfer of assets from this plan2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$246,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$1,326,157
Value of total assets at beginning of year2013-12-31$1,189,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,831
Total interest from all sources2013-12-31$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 year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$260,000
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$147,933
Participant contributions at end of year2013-12-31$44,866
Participant contributions at beginning of year2013-12-31$42,063
Participant contributions at end of year2013-12-31$2,519
Participant contributions at beginning of year2013-12-31$2,330
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$19,787
Other income not declared elsewhere2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
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 pooled separate accounts at end of year2013-12-31$1,121,860
Value of interest in pooled separate accounts at beginning of year2013-12-31$878,319
Interest on participant loans2013-12-31$1,788
Interest earned on other investments2013-12-31$6,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$129,732
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$261,697
Net investment gain/loss from pooled separate accounts2013-12-31$155,273
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$27,180
Employer contributions (assets) at end of year2013-12-31$27,180
Employer contributions (assets) at beginning of year2013-12-31$5,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$243,150
Contract administrator fees2013-12-31$3,831
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 name2013-12-31COLE & REED PC
Accountancy firm EIN2013-12-31731312422
2012 : DAVID STANLEY AUTO GROUP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$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 assets2012-12-31$0
Total of all expenses incurred2012-12-31$37,861
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$32,041
Value of total corrective distributions2012-12-31$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 year2012-12-31$1,189,891
Value of total assets at beginning of year2012-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$500
Total interest from all sources2012-12-31$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 year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$500
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$260,000
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$154,207
Participant contributions at end of year2012-12-31$42,063
Participant contributions at end of year2012-12-31$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 appraiser2012-12-31No
Value of net income/loss2012-12-31$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)2012-12-31No
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 pooled separate accounts at end of year2012-12-31$878,319
Interest on participant loans2012-12-31$2,603
Interest earned on other investments2012-12-31$7,311
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$261,697
Net investment gain/loss from pooled separate accounts2012-12-31$93,216
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$5,482
Employer contributions (assets) at end of year2012-12-31$5,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$32,041
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 name2012-12-31COLE & REED PC
Accountancy firm EIN2012-12-31731312422

Form 5500 Responses for DAVID STANLEY AUTO GROUP 401(K) PLAN

2022: DAVID STANLEY AUTO GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DAVID STANLEY AUTO GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DAVID STANLEY AUTO GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DAVID STANLEY AUTO GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DAVID STANLEY AUTO GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DAVID STANLEY AUTO GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DAVID STANLEY AUTO GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DAVID STANLEY AUTO GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DAVID STANLEY AUTO GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: DAVID STANLEY AUTO GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: DAVID STANLEY AUTO GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-08178-01
Policy instance 1
Insurance contract or identification number01-08178-01
Number of Individuals Covered335
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $1,640
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1,640
Insurance broker organization code?3
Insurance broker nameSTEVE VICSEK
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-08178-01
Policy instance 1
Insurance contract or identification number01-08178-01
Number of Individuals Covered111
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $1,486
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $1,486
Insurance broker organization code?3
Insurance broker nameSTEVE VICSEK
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-08178-01
Policy instance 1
Insurance contract or identification number01-08178-01
Number of Individuals Covered108
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $565
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $565
Insurance broker organization code?3
Insurance broker nameSTEVE VICEK

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