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FOX AUTO GROUP 401(K) PLAN 401k Plan overview

Plan NameFOX AUTO GROUP 401(K) PLAN
Plan identification number 001

FOX AUTO GROUP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

VISCOUNT PROPERTIES II, LLC has sponsored the creation of one or more 401k plans.

Company Name:VISCOUNT PROPERTIES II, LLC
Employer identification number (EIN):742766937
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about VISCOUNT PROPERTIES II, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2015-05-21
Company Identification Number: 0802219477
Legal Registered Office Address: 11165 GATEWAY BLVD W

EL PASO
United States of America (USA)
79935

More information about VISCOUNT PROPERTIES II, LLC

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01PAIGE FOX2023-08-30 PAIGE FOX2023-08-30
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01STEVE FOX STEVE FOX2018-10-15
0012016-01-01NANCY CID

Plan Statistics for FOX AUTO GROUP 401(K) PLAN

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

Measure Date Value
2022: FOX AUTO GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01208
Total number of active participants reported on line 7a of the Form 55002022-01-01162
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0143
Total of all active and inactive participants2022-01-01205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01205
Number of participants with account balances2022-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: FOX AUTO GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01205
Total number of active participants reported on line 7a of the Form 55002021-01-01165
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01181
Number of participants with account balances2021-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: FOX AUTO GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01222
Total number of active participants reported on line 7a of the Form 55002020-01-01171
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0121
Total of all active and inactive participants2020-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01193
Number of participants with account balances2020-01-01190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: FOX AUTO GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01208
Total number of active participants reported on line 7a of the Form 55002019-01-01157
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0153
Total of all active and inactive participants2019-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01210
Number of participants with account balances2019-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: FOX AUTO GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01214
Total number of active participants reported on line 7a of the Form 55002018-01-01149
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0140
Total of all active and inactive participants2018-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01189
Number of participants with account balances2018-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
Number of employers contributing to the scheme2018-01-010
2017: FOX AUTO GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01215
Total number of active participants reported on line 7a of the Form 55002017-01-01155
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0133
Total of all active and inactive participants2017-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01188
Number of participants with account balances2017-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
Number of employers contributing to the scheme2017-01-010
2016: FOX AUTO GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01193
Total number of active participants reported on line 7a of the Form 55002016-01-01165
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01195
Number of participants with account balances2016-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
Number of employers contributing to the scheme2016-01-010

Financial Data on FOX AUTO GROUP 401(K) PLAN

Measure Date Value
2022 : FOX AUTO GROUP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$42,366
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-145,327
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$704,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$652,105
Value of total corrective distributions2022-12-31$24,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,426,507
Value of total assets at end of year2022-12-31$9,019,794
Value of total assets at beginning of year2022-12-31$9,827,559
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,520
Total interest from all sources2022-12-31$25,188
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
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$725,619
Participant contributions at end of year2022-12-31$474,732
Participant contributions at beginning of year2022-12-31$407,387
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$42,366
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$10,277
Total non interest bearing cash at beginning of year2022-12-31$15,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-850,131
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,977,428
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,827,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$8,045,057
Value of interest in pooled separate accounts at beginning of year2022-12-31$9,170,172
Interest on participant loans2022-12-31$25,188
Net investment gain/loss from pooled separate accounts2022-12-31$-1,597,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$700,888
Employer contributions (assets) at end of year2022-12-31$489,728
Employer contributions (assets) at beginning of year2022-12-31$234,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$652,105
Contract administrator fees2022-12-31$28,520
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SBNG, PC
Accountancy firm EIN2022-12-31261483953
2021 : FOX AUTO GROUP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$2,124,962
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,649,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,604,281
Value of total corrective distributions2021-12-31$12,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,118,076
Value of total assets at end of year2021-12-31$9,827,559
Value of total assets at beginning of year2021-12-31$9,351,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$32,513
Total interest from all sources2021-12-31$20,293
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
Administrative expenses professional fees incurred2021-12-31$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$694,773
Participant contributions at end of year2021-12-31$407,387
Participant contributions at beginning of year2021-12-31$337,389
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Administrative expenses (other) incurred2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$15,611
Total non interest bearing cash at beginning of year2021-12-31$18,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$475,836
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,827,559
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,351,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$9,170,172
Value of interest in pooled separate accounts at beginning of year2021-12-31$8,714,334
Interest on participant loans2021-12-31$20,293
Net investment gain/loss from pooled separate accounts2021-12-31$986,593
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$423,303
Employer contributions (assets) at end of year2021-12-31$234,389
Employer contributions (assets) at beginning of year2021-12-31$281,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,604,281
Contract administrator fees2021-12-31$32,513
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SBNG, PC
Accountancy firm EIN2021-12-31261483953
2020 : FOX AUTO GROUP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$2,359,893
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$437,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$367,306
Value of total corrective distributions2020-12-31$43,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,072,191
Value of total assets at end of year2020-12-31$9,351,723
Value of total assets at beginning of year2020-12-31$7,429,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$26,486
Total interest from all sources2020-12-31$22,565
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
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$545,205
Participant contributions at end of year2020-12-31$337,389
Participant contributions at beginning of year2020-12-31$351,017
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$92,677
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$18,900
Total non interest bearing cash at beginning of year2020-12-31$5,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,922,204
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,351,723
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,429,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$8,714,334
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,878,502
Interest on participant loans2020-12-31$22,565
Net investment gain/loss from pooled separate accounts2020-12-31$1,265,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$434,309
Employer contributions (assets) at end of year2020-12-31$281,100
Employer contributions (assets) at beginning of year2020-12-31$194,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$367,306
Contract administrator fees2020-12-31$26,486
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BOCK & ASSOCIATES, LLP
Accountancy firm EIN2020-12-31742108047
2019 : FOX AUTO GROUP 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,976,233
Total income from all sources (including contributions)2019-12-31$1,976,233
Total of all expenses incurred2019-12-31$181,860
Total of all expenses incurred2019-12-31$181,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$159,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$159,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$827,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$827,610
Value of total assets at end of year2019-12-31$7,429,519
Value of total assets at end of year2019-12-31$7,429,519
Value of total assets at beginning of year2019-12-31$5,635,146
Value of total assets at beginning of year2019-12-31$5,635,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,001
Total interest from all sources2019-12-31$23,096
Total interest from all sources2019-12-31$23,096
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$490,643
Contributions received from participants2019-12-31$490,643
Participant contributions at end of year2019-12-31$351,017
Participant contributions at end of year2019-12-31$351,017
Participant contributions at beginning of year2019-12-31$308,713
Participant contributions at beginning of year2019-12-31$308,713
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,450
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$4,450
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$30,508
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$30,508
Total non interest bearing cash at end of year2019-12-31$5,167
Total non interest bearing cash at end of year2019-12-31$5,167
Total non interest bearing cash at beginning of year2019-12-31$3,897
Total non interest bearing cash at beginning of year2019-12-31$3,897
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$1,794,373
Value of net income/loss2019-12-31$1,794,373
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,429,519
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,429,519
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,635,146
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,635,146
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
Value of interest in pooled separate accounts at end of year2019-12-31$6,878,502
Value of interest in pooled separate accounts at end of year2019-12-31$6,878,502
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,126,433
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,126,433
Interest on participant loans2019-12-31$23,096
Interest on participant loans2019-12-31$23,096
Net investment gain/loss from pooled separate accounts2019-12-31$1,125,527
Net investment gain/loss from pooled separate accounts2019-12-31$1,125,527
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$332,517
Contributions received in cash from employer2019-12-31$332,517
Employer contributions (assets) at end of year2019-12-31$194,833
Employer contributions (assets) at end of year2019-12-31$194,833
Employer contributions (assets) at beginning of year2019-12-31$196,103
Employer contributions (assets) at beginning of year2019-12-31$196,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$129,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$129,351
Contract administrator fees2019-12-31$22,001
Contract administrator fees2019-12-31$22,001
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 name2019-12-31BOCK & ASSOCIATES, LLP
Accountancy firm name2019-12-31BOCK & ASSOCIATES, LLP
Accountancy firm EIN2019-12-31742108047
Accountancy firm EIN2019-12-31742108047
2018 : FOX AUTO GROUP 401(K) PLAN 2018 401k financial data
Total liabilities at end 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$380,420
Total of all expenses incurred2018-12-31$435,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$366,342
Expenses. Certain deemed distributions of participant loans2018-12-31$7,144
Value of total corrective distributions2018-12-31$43,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$726,328
Value of total assets at end of year2018-12-31$5,635,146
Value of total assets at beginning of year2018-12-31$5,690,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,456
Total interest from all sources2018-12-31$18,691
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$405,992
Participant contributions at end of year2018-12-31$308,713
Participant contributions at beginning of year2018-12-31$348,883
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$122
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at end of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$3,897
Total non interest bearing cash at beginning of year2018-12-31$8,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-55,454
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,635,146
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,690,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$5,126,433
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,333,263
Income. Interest from loans (other than to participants)2018-12-31$18,691
Net investment gain/loss from pooled separate accounts2018-12-31$-364,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$320,336
Employer contributions (assets) at end of year2018-12-31$196,103
Employer contributions (assets) at beginning of year2018-12-31$61
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$366,342
Contract administrator fees2018-12-31$18,456
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 name2018-12-31BOCK & ASSOCIATES, LLP
Accountancy firm EIN2018-12-31742108047
2017 : FOX AUTO GROUP 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$851,388
Total unrealized appreciation/depreciation of assets2017-12-31$851,388
Total income from all sources (including contributions)2017-12-31$1,528,600
Total of all expenses incurred2017-12-31$905,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$822,610
Expenses. Certain deemed distributions of participant loans2017-12-31$20,132
Value of total corrective distributions2017-12-31$45,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$660,893
Value of total assets at end of year2017-12-31$5,690,600
Value of total assets at beginning of year2017-12-31$5,067,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$17,472
Total interest from all sources2017-12-31$16,319
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 bond2017-12-31No
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$390,665
Participant contributions at end of year2017-12-31$348,883
Participant contributions at beginning of year2017-12-31$328,597
Participant contributions at end of year2017-12-31$122
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$80,249
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$143,779
Total non interest bearing cash at end of year2017-12-31$8,271
Total non interest bearing cash at beginning of year2017-12-31$6,377
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$623,098
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,690,600
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,067,502
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$5,333,263
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,644,941
Interest on participant loans2017-12-31$16,319
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$126,449
Employer contributions (assets) at end of year2017-12-31$61
Employer contributions (assets) at beginning of year2017-12-31$7,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$822,610
Contract administrator fees2017-12-31$17,472
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 name2017-12-31BOCK & ASSOCIATES, LLP
Accountancy firm EIN2017-12-31742108047
2016 : FOX AUTO GROUP 401(K) PLAN 2016 401k financial data
Total transfer of assets to this plan2016-12-31$4,597,587
Total income from all sources (including contributions)2016-12-31$1,110,580
Total of all expenses incurred2016-12-31$640,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$539,760
Expenses. Certain deemed distributions of participant loans2016-12-31$71,863
Value of total corrective distributions2016-12-31$14,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$513,456
Value of total assets at end of year2016-12-31$5,067,502
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$14,572
Total interest from all sources2016-12-31$15,803
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 bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$392,402
Participant contributions at end of year2016-12-31$328,597
Assets. Other investments not covered elsewhere at end of year2016-12-31$80,249
Total non interest bearing cash at end of year2016-12-31$6,377
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$469,915
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,067,502
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$14,572
Value of interest in pooled separate accounts at end of year2016-12-31$4,644,941
Interest on participant loans2016-12-31$15,803
Net investment gain/loss from pooled separate accounts2016-12-31$581,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$121,054
Employer contributions (assets) at end of year2016-12-31$7,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$539,760
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31BOCK & ASSOCIATES, LLP
Accountancy firm EIN2016-12-31742108047

Form 5500 Responses for FOX AUTO GROUP 401(K) PLAN

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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number122345
Policy instance 1
Insurance contract or identification number122345
Number of Individuals Covered209
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $25,992
Total amount of fees paid to insurance companyUSD $4,337
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,992
Insurance broker organization code?3
Amount paid for insurance broker fees4337
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number122345
Policy instance 1
Insurance contract or identification number122345
Number of Individuals Covered170
Insurance policy start date2017-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $24,489
Total amount of fees paid to insurance companyUSD $4,920
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,489
Insurance broker organization code?3
Amount paid for insurance broker fees4920
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number122345
Policy instance 1
Insurance contract or identification number122345
Number of Individuals Covered180
Insurance policy start date2016-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $22,701
Total amount of fees paid to insurance companyUSD $3,789
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,701
Insurance broker organization code?3
Amount paid for insurance broker fees3789
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number122345
Policy instance 1
Insurance contract or identification number122345
Number of Individuals Covered192
Insurance policy start date2015-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $19,255
Total amount of fees paid to insurance companyUSD $3,225
Commission paid to Insurance BrokerUSD $19,255
Insurance broker organization code?3
Amount paid for insurance broker fees3225
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number122345
Policy instance 1
Insurance contract or identification number122345
Insurance policy start date2015-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $16,838
Total amount of fees paid to insurance companyUSD $2,844
Commission paid to Insurance BrokerUSD $16,838
Insurance broker organization code?3
Amount paid for insurance broker fees2844
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number122345
Policy instance 1
Insurance contract or identification number122345
Number of Individuals Covered154
Insurance policy start date2014-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $125,644
Total amount of fees paid to insurance companyUSD $2,687
Commission paid to Insurance BrokerUSD $125,644
Insurance broker organization code?3
Amount paid for insurance broker fees2687
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATION
Insurance broker nameACTUARIES AND ASSOCIATES

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