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ATZENHOFFER CHEVROLET 401(K) PLAN 401k Plan overview

Plan NameATZENHOFFER CHEVROLET 401(K) PLAN
Plan identification number 001

ATZENHOFFER CHEVROLET 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.

401k Sponsoring company profile

ATZENHOFFER CHEVROLET COMPANY, INC has sponsored the creation of one or more 401k plans.

Company Name:ATZENHOFFER CHEVROLET COMPANY, INC
Employer identification number (EIN):742399611
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ATZENHOFFER CHEVROLET 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01TOMMY TAYLOR2024-05-06
0012021-01-01THOMAS TAYLOR2022-11-15
0012020-01-01TOMMY TAYLOR2021-10-14
0012019-01-01CASEY KOOP2020-10-14
0012017-01-01
0012016-01-01
0012015-01-01SUSAN STUDINSKI
0012015-01-01SUSAN STUDINSKI
0012014-01-01SUSAN STUDINSKI
0012013-01-01NANCY KERN
0012012-01-01NANCY KERN MILTON GREESON2013-10-03
0012011-01-01MILTON GREESON NANCY KERN2012-10-09
0012010-01-01MILTON GREESON NANCY KERN2011-09-21
0012009-01-01NANCY KERN MILTON GREESON2010-10-14

Plan Statistics for ATZENHOFFER CHEVROLET 401(K) PLAN

401k plan membership statisitcs for ATZENHOFFER CHEVROLET 401(K) PLAN

Measure Date Value
2025: ATZENHOFFER CHEVROLET 401(K) PLAN 2025 401k membership
Total number of particpants at beginning of year2025-06-17101
Total number of particpants at end of year2025-06-1795
Number of Participants With Account Balances2025-06-1769
Total number of particpants at beginning of year2025-06-1397
Total number of particpants at end of year2025-06-13102
Number of Participants With Account Balances2025-06-1369
2022: ATZENHOFFER CHEVROLET 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01104
Total number of active participants reported on line 7a of the Form 55002022-01-0188
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0111
Total of all active and inactive participants2022-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0199
Number of participants with account balances2022-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: ATZENHOFFER CHEVROLET 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01101
Total number of active participants reported on line 7a of the Form 55002021-01-0191
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-017
Total of all active and inactive participants2021-01-0198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0198
Number of participants with account balances2021-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-011
2020: ATZENHOFFER CHEVROLET 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01109
Total number of active participants reported on line 7a of the Form 55002020-01-0197
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01101
Number of participants with account balances2020-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: ATZENHOFFER CHEVROLET 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01106
Total number of active participants reported on line 7a of the Form 55002019-01-01106
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01109
Number of participants with account balances2019-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2017: ATZENHOFFER CHEVROLET 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01125
Total number of active participants reported on line 7a of the Form 55002017-01-01115
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01116
Number of participants with account balances2017-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ATZENHOFFER CHEVROLET 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01121
Total number of active participants reported on line 7a of the Form 55002016-01-01118
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-012
Total of all active and inactive participants2016-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01122
Number of participants with account balances2016-01-0153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: ATZENHOFFER CHEVROLET 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01109
Total number of active participants reported on line 7a of the Form 55002015-01-01112
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01117
Number of participants with account balances2015-01-0158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: ATZENHOFFER CHEVROLET 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0197
Total number of active participants reported on line 7a of the Form 55002014-01-01105
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012
Total of all active and inactive participants2014-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01108
Number of participants with account balances2014-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: ATZENHOFFER CHEVROLET 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0199
Total number of active participants reported on line 7a of the Form 55002013-01-01100
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-014
Total of all active and inactive participants2013-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01104
Number of participants with account balances2013-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ATZENHOFFER CHEVROLET 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01104
Total number of active participants reported on line 7a of the Form 55002012-01-0193
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0199
Number of participants with account balances2012-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ATZENHOFFER CHEVROLET 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01111
Total number of active participants reported on line 7a of the Form 55002011-01-01103
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011
Total of all active and inactive participants2011-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01104
Number of participants with account balances2011-01-0143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: ATZENHOFFER CHEVROLET 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01111
Total number of active participants reported on line 7a of the Form 55002010-01-01110
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-011
Total of all active and inactive participants2010-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01111
Number of participants with account balances2010-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: ATZENHOFFER CHEVROLET 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01101
Total number of active participants reported on line 7a of the Form 55002009-01-01111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01111
Number of participants with account balances2009-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ATZENHOFFER CHEVROLET 401(K) PLAN

Measure Date Value
2025 : ATZENHOFFER CHEVROLET 401(K) PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-06-17302393
Net assets as of the end of the plan year2025-06-174512464
Total assets as of the beginning of the plan year2025-06-173949713
Value of plan covered by a fidelity bond2025-06-17500000
Participant contributions to plan in this plan year2025-06-17289049
Value of participant loans at end of plan year2025-06-1772984
Other income to plan in this plan year2025-06-17523028
Plan net income in this plan year2025-06-17562751
Net assets as of the end of the plan year2025-06-174512464
Net assets as of the beginning of the plan year2025-06-173949713
Value of contributions failed to transmitted timely2025-06-17241261
Employer contributions to plan in this plan year2025-06-1753067
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-171442
Total expenses incurred by plan in this plan year2025-06-13368628
Net assets as of the end of the plan year2025-06-135026368
Total assets as of the beginning of the plan year2025-06-134512464
Value of plan covered by a fidelity bond2025-06-13500000
Participant contributions to plan in this plan year2025-06-13310690
Value of participant loans at end of plan year2025-06-13130205
Other income to plan in this plan year2025-06-13519368
Plan net income in this plan year2025-06-13513904
Net assets as of the end of the plan year2025-06-135026368
Net assets as of the beginning of the plan year2025-06-134512464
Employer contributions to plan in this plan year2025-06-1352474
Fees paid to broker by Benefit Provider2025-06-133683
Expensese paid to adminstrative service provicers from plan in this plan year2025-06-134794
2022 : ATZENHOFFER CHEVROLET 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-296,342
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$306,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$304,670
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$341,194
Value of total assets at end of year2022-12-31$3,949,713
Value of total assets at beginning of year2022-12-31$4,552,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,513
Total interest from all sources2022-12-31$8,978
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
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$270,734
Participant contributions at end of year2022-12-31$43,226
Participant contributions at beginning of year2022-12-31$84,253
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$20,732
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-602,525
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,949,713
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,552,238
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
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$301
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$3,415,360
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,238,090
Interest on participant loans2022-12-31$4,270
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$4,708
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
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$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$491,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$229,895
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-646,514
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$49,728
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$304,670
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$1,212
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BUMGARDNER, MORRISON & COMPANY, LLP
Accountancy firm EIN2022-12-31741194944
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-01$0
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total transfer of assets to this plan2022-01-01$0
Total transfer of assets from this plan2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-296,342
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$306,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$304,670
Expenses. Certain deemed distributions of participant loans2022-01-01$0
Value of total corrective distributions2022-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$341,194
Value of total assets at end of year2022-01-01$3,949,713
Value of total assets at beginning of year2022-01-01$4,552,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$1,513
Total interest from all sources2022-01-01$8,978
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$0
Assets. Real estate other than employer real property at end of year2022-01-01$0
Assets. Real estate other than employer real property at beginning of year2022-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-01-01$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-01-01$0
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$270,734
Participant contributions at end of year2022-01-01$43,226
Participant contributions at beginning of year2022-01-01$84,253
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$0
Assets. Other investments not covered elsewhere at end of year2022-01-01$0
Assets. Other investments not covered elsewhere at beginning of year2022-01-01$0
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$20,732
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-01-01$0
Assets. Loans (other than to participants) at end of year2022-01-01$0
Assets. Loans (other than to participants) at beginning of year2022-01-01$0
Other income not declared elsewhere2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Income. Non cash contributions2022-01-01$0
Value of net income/loss2022-01-01$-602,525
Value of net assets at end of year (total assets less liabilities)2022-01-01$3,949,713
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$4,552,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Assets. partnership/joint venture interests at end of year2022-01-01$0
Assets. partnership/joint venture interests at beginning of year2022-01-01$0
Investment advisory and management fees2022-01-01$301
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$0
Value of interest in pooled separate accounts at end of year2022-01-01$3,415,360
Value of interest in pooled separate accounts at beginning of year2022-01-01$4,238,090
Interest on participant loans2022-01-01$4,270
Income. Interest from loans (other than to participants)2022-01-01$0
Interest earned on other investments2022-01-01$4,708
Income. Interest from US Government securities2022-01-01$0
Income. Interest from corporate debt instruments2022-01-01$0
Value of interest in master investment trust accounts at end of year2022-01-01$0
Value of interest in master investment trust accounts at beginning of year2022-01-01$0
Value of interest in common/collective trusts at end of year2022-01-01$0
Value of interest in common/collective trusts at beginning of year2022-01-01$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-01$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-01$0
Assets. Value of investments in 103.12 investment entities at end of year2022-01-01$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$491,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$229,895
Expenses. Payments to insurance carriers foe the provision of benefits2022-01-01$0
Asset value of US Government securities at end of year2022-01-01$0
Asset value of US Government securities at beginning of year2022-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$0
Net investment gain/loss from pooled separate accounts2022-01-01$-646,514
Net investment gain or loss from common/collective trusts2022-01-01$0
Net gain/loss from 103.12 investment entities2022-01-01$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$49,728
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$0
Income. Dividends from preferred stock2022-01-01$0
Income. Dividends from common stock2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$304,670
Asset. Corporate debt instrument preferred debt at end of year2022-01-01$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-01-01$0
Asset. Corporate debt instrument debt (other) at end of year2022-01-01$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-01-01$0
Contract administrator fees2022-01-01$1,212
Assets. Corporate common stocks other than exployer securities at end of year2022-01-01$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-01-01$0
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Aggregate proceeds on sale of assets2022-01-01$0
Aggregate carrying amount (costs) on sale of assets2022-01-01$0
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BUMGARDNER, MORRISON & COMPANY, LLP
Accountancy firm EIN2022-01-01741194944
2021 : ATZENHOFFER CHEVROLET 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$880,344
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$122,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$118,834
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$314,256
Value of total assets at end of year2021-12-31$4,552,238
Value of total assets at beginning of year2021-12-31$3,794,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,272
Total interest from all sources2021-12-31$10,034
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$0
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
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$265,646
Participant contributions at end of year2021-12-31$84,253
Participant contributions at beginning of year2021-12-31$122,606
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
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$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$758,238
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,552,238
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,794,000
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
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$247
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$4,238,090
Value of interest in pooled separate accounts at beginning of year2021-12-31$3,449,053
Interest on participant loans2021-12-31$6,759
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$3,275
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$229,895
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$222,341
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$556,054
Net investment gain or loss from common/collective trusts2021-12-31$0
Net gain/loss from 103.12 investment entities2021-12-31$0
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$48,610
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$118,834
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$3,025
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
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$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BUMGARDNER, MORRISON & COMPANY, LLP
Accountancy firm EIN2021-12-31741194944
2020 : ATZENHOFFER CHEVROLET 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$749,625
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$265,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$261,858
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$275,979
Value of total assets at end of year2020-12-31$3,794,000
Value of total assets at beginning of year2020-12-31$3,309,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,591
Total interest from all sources2020-12-31$13,292
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$212,888
Participant contributions at end of year2020-12-31$122,606
Participant contributions at beginning of year2020-12-31$113,777
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$24,226
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$484,176
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,794,000
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,309,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$141
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$3,449,053
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,852,328
Interest on participant loans2020-12-31$8,663
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$4,629
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$222,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$343,719
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$460,354
Net investment gain or loss from common/collective trusts2020-12-31$0
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$38,865
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$261,858
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$3,450
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BUMGARDNER, MORRISON & COMPANY, LLP
Accountancy firm EIN2020-12-31741194944
2019 : ATZENHOFFER CHEVROLET 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$758,851
Total income from all sources (including contributions)2019-12-31$758,851
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$120,462
Total of all expenses incurred2019-12-31$120,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$118,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$118,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$243,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$243,722
Value of total assets at end of year2019-12-31$3,309,824
Value of total assets at end of year2019-12-31$3,309,824
Value of total assets at beginning of year2019-12-31$2,671,435
Value of total assets at beginning of year2019-12-31$2,671,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,557
Total interest from all sources2019-12-31$14,734
Total interest from all sources2019-12-31$14,734
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$206,390
Contributions received from participants2019-12-31$206,390
Participant contributions at end of year2019-12-31$113,777
Participant contributions at end of year2019-12-31$113,777
Participant contributions at beginning of year2019-12-31$150,545
Participant contributions at beginning of year2019-12-31$150,545
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$638,389
Value of net income/loss2019-12-31$638,389
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,309,824
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,309,824
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,671,435
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,671,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$304
Investment advisory and management fees2019-12-31$304
Value of interest in pooled separate accounts at end of year2019-12-31$2,852,328
Value of interest in pooled separate accounts at end of year2019-12-31$2,852,328
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,237,042
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,237,042
Interest on participant loans2019-12-31$9,092
Interest on participant loans2019-12-31$9,092
Interest earned on other investments2019-12-31$5,642
Interest earned on other investments2019-12-31$5,642
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$343,719
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$343,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$283,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$283,848
Net investment gain/loss from pooled separate accounts2019-12-31$500,395
Net investment gain/loss from pooled separate accounts2019-12-31$500,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$37,332
Contributions received in cash from employer2019-12-31$37,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$118,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$118,905
Contract administrator fees2019-12-31$1,253
Contract administrator fees2019-12-31$1,253
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BUMGARDNER, MORRISON & COMPANY, LLP
Accountancy firm name2019-12-31BUMGARDNER, MORRISON & COMPANY, LLP
Accountancy firm EIN2019-12-31741194944
Accountancy firm EIN2019-12-31741194944
2018 : ATZENHOFFER CHEVROLET 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$134,955
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$154,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$152,096
Value of total corrective distributions2018-12-31$1,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$244,844
Value of total assets at end of year2018-12-31$2,671,435
Value of total assets at beginning of year2018-12-31$2,691,019
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,359
Total interest from all sources2018-12-31$15,144
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$207,940
Participant contributions at end of year2018-12-31$150,545
Participant contributions at beginning of year2018-12-31$143,837
Other income not declared elsewhere2018-12-31$152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-19,584
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,671,435
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,691,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$246
Value of interest in pooled separate accounts at end of year2018-12-31$2,237,042
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,249,813
Interest on participant loans2018-12-31$9,810
Interest earned on other investments2018-12-31$5,334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$283,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$297,369
Net investment gain/loss from pooled separate accounts2018-12-31$-125,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$36,904
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$152,096
Contract administrator fees2018-12-31$1,113
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BUMGARDNER, MORRISON & COMPANY, LLP
Accountancy firm EIN2018-12-31741194944
2017 : ATZENHOFFER CHEVROLET 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$512,502
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$116,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$115,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$266,218
Value of total assets at end of year2017-12-31$2,691,019
Value of total assets at beginning of year2017-12-31$2,294,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,169
Total interest from all sources2017-12-31$13,783
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$227,724
Participant contributions at end of year2017-12-31$143,837
Participant contributions at beginning of year2017-12-31$94,215
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$396,293
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,691,019
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,294,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$280
Value of interest in pooled separate accounts at end of year2017-12-31$2,249,813
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,808,477
Interest on participant loans2017-12-31$6,862
Interest earned on other investments2017-12-31$6,921
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$297,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$392,034
Net investment gain/loss from pooled separate accounts2017-12-31$232,501
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$38,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$115,040
Contract administrator fees2017-12-31$889
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BUMGARDNER, MORRISON & COMPANY, LLP
Accountancy firm EIN2017-12-31741194944
2016 : ATZENHOFFER CHEVROLET 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$445,237
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$51,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$45,878
Value of total corrective distributions2016-12-31$4,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$279,877
Value of total assets at end of year2016-12-31$2,294,726
Value of total assets at beginning of year2016-12-31$1,901,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,114
Total interest from all sources2016-12-31$13,510
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$239,537
Participant contributions at end of year2016-12-31$94,215
Participant contributions at beginning of year2016-12-31$90,899
Other income not declared elsewhere2016-12-31$471
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$393,596
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,294,726
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,901,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$271
Value of interest in pooled separate accounts at end of year2016-12-31$1,808,477
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,478,754
Interest on participant loans2016-12-31$6,493
Interest earned on other investments2016-12-31$7,017
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$392,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$331,477
Net investment gain/loss from pooled separate accounts2016-12-31$151,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$40,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$45,878
Contract administrator fees2016-12-31$843
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BUMGARDNER, MORRISON & COMPANY, LLP
Accountancy firm EIN2016-12-31741194944
2015 : ATZENHOFFER CHEVROLET 401(K) PLAN 2015 401k financial data
Total income from all sources2015-12-31$307,228
Expenses. Total of all expenses incurred2015-12-31$321,282
Benefits paid (including direct rollovers)2015-12-31$316,204
Total plan assets at end of year2015-12-31$1,901,130
Total plan assets at beginning of year2015-12-31$1,915,184
Value of fidelity bond covering the plan2015-12-31$500,000
Total contributions received or receivable from participants2015-12-31$270,096
Contributions received from other sources (not participants or employers)2015-12-31$6,510
Other income received2015-12-31$-12,155
Net income (gross income less expenses)2015-12-31$-14,054
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,901,130
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,915,184
Assets. Value of participant loans2015-12-31$90,899
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022015-12-31$266,154
Total contributions received or receivable from employer(s)2015-12-31$42,777
Value of corrective distributions2015-12-31$4,345
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$733
2014 : ATZENHOFFER CHEVROLET 401(K) PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total income from all sources2014-12-31$320,823
Expenses. Total of all expenses incurred2014-12-31$416,402
Benefits paid (including direct rollovers)2014-12-31$413,117
Total plan assets at end of year2014-12-31$1,915,184
Total plan assets at beginning of year2014-12-31$2,010,763
Value of fidelity bond covering the plan2014-12-31$500,000
Total contributions received or receivable from participants2014-12-31$161,628
Contributions received from other sources (not participants or employers)2014-12-31$16,954
Other income received2014-12-31$139,459
Net income (gross income less expenses)2014-12-31$-95,579
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,915,184
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,010,763
Assets. Value of participant loans2014-12-31$71,552
Total contributions received or receivable from employer(s)2014-12-31$2,782
Value of corrective distributions2014-12-31$1,605
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,680
2013 : ATZENHOFFER CHEVROLET 401(K) PLAN 2013 401k financial data
Transfers to/from the plan2013-12-31$0
Total plan liabilities at end of year2013-12-31$0
Total income from all sources2013-12-31$523,894
Expenses. Total of all expenses incurred2013-12-31$39,146
Benefits paid (including direct rollovers)2013-12-31$20,090
Total plan assets at end of year2013-12-31$2,010,763
Total plan assets at beginning of year2013-12-31$1,526,015
Value of fidelity bond covering the plan2013-12-31$500,000
Total contributions received or receivable from participants2013-12-31$173,027
Expenses. Other expenses not covered elsewhere2013-12-31$0
Contributions received from other sources (not participants or employers)2013-12-31$0
Other income received2013-12-31$350,867
Noncash contributions received2013-12-31$0
Net income (gross income less expenses)2013-12-31$484,748
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,010,763
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,526,015
Assets. Value of participant loans2013-12-31$31,550
Total contributions received or receivable from employer(s)2013-12-31$0
Value of certain deemed distributions of participant loans2013-12-31$0
Value of corrective distributions2013-12-31$17,352
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$1,704
2012 : ATZENHOFFER CHEVROLET 401(K) PLAN 2012 401k financial data
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$331,451
Total of all expenses incurred2012-12-31$203,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$201,345
Value of total corrective distributions2012-12-31$260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$154,244
Value of total assets at end of year2012-12-31$1,526,015
Value of total assets at beginning of year2012-12-31$1,398,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,944
Total interest from all sources2012-12-31$3,608
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$30,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$30,682
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$154,244
Participant contributions at end of year2012-12-31$43,097
Participant contributions at beginning of year2012-12-31$47,385
Administrative expenses (other) incurred2012-12-31$1,944
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$127,902
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,526,015
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,398,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,327,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,074,634
Interest on participant loans2012-12-31$3,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$155,351
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$276,094
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$276,094
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$142,917
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$201,345
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31BUMGARDNER MORRISON & COMPANY
Accountancy firm EIN2012-12-31741194944
2011 : ATZENHOFFER CHEVROLET 401(K) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$130,964
Total of all expenses incurred2011-12-31$190,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$187,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$165,909
Value of total assets at end of year2011-12-31$1,398,113
Value of total assets at beginning of year2011-12-31$1,457,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,565
Total interest from all sources2011-12-31$3,130
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$31,325
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$31,325
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$165,909
Participant contributions at end of year2011-12-31$47,385
Participant contributions at beginning of year2011-12-31$34,792
Administrative expenses (other) incurred2011-12-31$2,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-59,525
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,398,113
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,457,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,074,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,200,918
Interest on participant loans2011-12-31$3,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$276,094
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$221,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$221,928
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$29
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-69,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$187,924
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BUMGARDNER MORRISON & COMPANY
Accountancy firm EIN2011-12-31741194944
2010 : ATZENHOFFER CHEVROLET 401(K) PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$333,226
Total of all expenses incurred2010-12-31$192,680
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$177,330
Expenses. Certain deemed distributions of participant loans2010-12-31$13,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$159,959
Value of total assets at end of year2010-12-31$1,457,638
Value of total assets at beginning of year2010-12-31$1,317,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,150
Total interest from all sources2010-12-31$4,811
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$18,001
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$18,001
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$159,959
Participant contributions at end of year2010-12-31$34,792
Participant contributions at beginning of year2010-12-31$55,513
Administrative expenses (other) incurred2010-12-31$2,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$140,546
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,457,638
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,317,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,200,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,009,409
Interest on participant loans2010-12-31$4,741
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$221,928
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$252,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$252,170
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$70
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$150,455
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$177,330
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BUMGARDNER MORRISON AND COMPANY
Accountancy firm EIN2010-12-31741194944
2009 : ATZENHOFFER CHEVROLET 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ATZENHOFFER CHEVROLET 401(K) PLAN

2022: ATZENHOFFER CHEVROLET 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ATZENHOFFER CHEVROLET 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ATZENHOFFER CHEVROLET 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ATZENHOFFER CHEVROLET 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: ATZENHOFFER CHEVROLET 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ATZENHOFFER CHEVROLET 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ATZENHOFFER CHEVROLET 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ATZENHOFFER CHEVROLET 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: ATZENHOFFER CHEVROLET 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ATZENHOFFER CHEVROLET 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ATZENHOFFER CHEVROLET 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ATZENHOFFER CHEVROLET 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ATZENHOFFER CHEVROLET 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-09572-01
Policy instance 1
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-09572-01
Policy instance 1
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-09572-01
Policy instance 1
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-09572-01
Policy instance 1
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-09572-01
Policy instance 1
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-09572-01
Policy instance 1
SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )
Policy contract number01-09572-01
Policy instance 1

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